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About the role
Key responsibilities & impact- Own and operate Fleetio's Deal Desk function end-to-end — including deal review, approval routing, and exception management — while continuously improving the systems and processes that support deals at every size and level of complexity
- Own the commercial policy framework, including discount guardrails, approval matrices, and escalation paths that allow Sales to move fast with the right controls
- Serve as a senior commercial advisor to Sales, Partnerships, and executive leadership on complex, strategic, and non-standard deals — bringing independent commercial judgment and clear recommendations, not just process facilitation
- Support the full commercial lifecycle by reviewing new business, expansion, and renewal deals, ensuring consistent application of pricing policies and approval workflows across all GTM motions
- Analyze pricing, discounting, and deal performance data trends to surface opportunities for productivity improvements
- Leverage AI and automation tools to automate deal review triage, summarize non-standard contract terms, generate pricing scenario models, and reduce manual approval coordination
- Collaborate with the Partnerships teams to develop the commercial framework for partner-sourced and partner-influenced deals, including deal registration, pricing rules, and margin structures
- Define and report on internal metrics for the Deal Desk function — including deal approval SLAs and ARPU floors — and use data to continuously raise the bar on both speed and deal quality
Requirements
What you’ll need- 6+ years of experience in Deal Desk, Revenue Operations, or commercial finance within a B2B SaaS environment, with at least 2 years in a senior individual contributor or lead capacity
- Experience owning deal review processes, approval workflows, or discounting policy management for SMB, Mid-Market, and Enterprise deals
- Strong understanding of SaaS business models, contract structures, and discounting methodologies
- Proven ability to evaluate deal economics and make recommendations that balance growth, profitability, and risk
- Strong analytical skills with experience using Salesforce and financial modeling tools
- Demonstrated ability to incorporate AI-powered tools into day-to-day workflows to improve efficiency and accelerate analysis
- Strong communication skills with the ability to simplify complex commercial concepts for a variety of audiences in Sales, Partnerships, and Finance
- Proven track record of operating with high autonomy in a fast-moving environment — setting your own priorities, making sound judgment calls under ambiguity, and proactively driving outcomes without waiting to be directed
Benefits
Comp & perks- Multiple health/dental coverage options (100% coverage for employee, 50% for family)
- Vision insurance
- Incentive stock options
- 401(k) match of 4%
- PTO - 4 weeks (increases at year two!)
- 12 company holidays + 2 floating holidays
- Parental leave - birthing parent (16 weeks paid) non-birthing (4 weeks paid)
- FSA & HSA options
- Short and long term disability (short term 100% paid)
- Community service funds
- Professional development funds
- Wellbeing fund - $150 quarterly
- Business expense stipend - $125 quarterly
- Mac laptop + new hire equipment stipend
- Fully stocked kitchen with tons of drinks & snacks (BHM only)
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
deal review processesapproval workflowsdiscounting policy managementfinancial modelingdata analysispricing policiescontract structuresdeal economicsAI-powered toolsSaaS business models
Soft Skills
strong analytical skillsstrong communication skillsindependent commercial judgmentability to simplify complex conceptshigh autonomyproactive outcome drivingsound judgment under ambiguitycollaborationstrategic thinkingrecommendation formulation
