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Senior Deal Desk Manager
BigIDDeal Desk Manager supporting Sales through CPQ quoting, process improvement, and data-driven reporting. Collaborates with Sales, Finance, and Legal in a fast-paced SaaS environment.
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- CPQ Quoting: Own day-to-day configuration, pricing, and quoting via Salesforce CPQ for routine and complex deals — reviewing for accuracy, applying standard discounting, and escalating non-standard terms for approval.
- Process Improvement: Identify and help fix inefficiencies in the quote-to-cash workflow; support automation efforts and template updates; help ensure adherence to revenue recognition standards (ASC 606).
- Reporting & Analytics: Build and maintain dashboards tracking quote turnaround time, approval rates, and discount trends; deliver weekly insights to Sales leadership.
- Sales Enablement: Be a go-to resource for reps on quoting best practices and deal structuring; troubleshoot quote-to-order issues and participate in deal reviews.
- Cross-Functional Collaboration: Partner with Sales, Finance, and Legal on process changes; help train new hires on self-service CPQ tools.
- Risk Management: Flag pricing discrepancies or compliance risks and support resolution to protect margins.
Requirements
What you’ll need- 5+ years in Sales Operations, Revenue Operations, or Deal Desk, ideally with hands-on CPQ experience
- Bachelor's degree in Business, Finance, Marketing, or a related field
- Proficiency with Salesforce CPQ, Salesforce CRM, and Google Sheets
- Strong analytical and process-mapping skills
- Excellent attention to detail and proactive, clear communication
- Comfort working in a fast-paced, iterative environment
- Nice to have: Experience with SaaS pricing models (subscription, usage-based) or international deals
- Nice to have: Exposure to Tableau or Power BI
- Nice to have: Salesforce CPQ Associate certification or RevOps fundamentals training
Benefits
Comp & perks- 💻 Work from home with a global remote-first community
- 🏆 Global Culture Corner
- 🏝️ Flexible PTO and Quarterly Volunteer Days
- 💸 Equity Participation
- 🏥 100% employer-covered medical, dental, and vision options available to you
- 🐶 Additional insurance benefits like pet insurance and legal assistance
- 💰 Fidelity Employer Sponsored 401K
- 🍼 Paid Parental Leave
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CPQ QuotingRevenue Recognition StandardsProcess MappingData AnalysisDashboard Creation
Soft Skills
Attention to DetailProactive CommunicationProblem-Solving
Certifications
Salesforce CPQ Associate CertificationRevOps Fundamentals Training