Deal Desk Manager, Renewals
OneStream Software
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $90,500 - $113,250 per year
Job Level
Mid-LevelSenior
Tech Stack
SFDC
About the role
- Provide end-to-end renewal execution support.
- Maintain knowledge of commercial negotiation, renewal execution, support on transactional steps related to renewals.
- Coordinate renewal activities, including timely communication with customers, sending renewal quotes, and addressing any questions or concerns.
- Collaborate with internal teams (Customer Success, Sales, Revenue Operations) to ensure a seamless renewal process for clients.
- Ensure all renewals are processed accurately and in a timely manner, maintaining detailed records of contract changes and updates.
- Partner on deal strategy and commercial negotiations for large, complex renewals.
- Negotiate terms, pricing, and contract terms with clients to reach mutually beneficial agreements.
- Create a streamlined set of best practices for commercial structures and ensure adherence to those practices through training, automation and deal reviews.
- Provide Leadership with financial models and evaluation of deal economics, commercial terms and conditions and operational requirements to present risk/reward profile for opportunities.
- Make recommendations to account teams and Sales leaders based on competitive and market data, industry trends and other available knowledge base tools.
- Ensure Revenue recognition policies are understood, as well as financial and revenue risk for non-standard deals.
- Lead non-standard deal structuring (pricing, terms, payment schedules), review and approval in collaboration with other key stakeholders across Sales, Sales Operations, Revenue Accounting, Legal, FP&A, and if appropriate, Professional Services.
- Manage the queue of quotes to assure timely processing of approvals.
- Maintain accurate records of client interactions, renewal statuses, and forecasted revenue.
- Provide renewal forecasting support by accurately scrubbing renewals 12 months in advance of expiration date.
- Report out on a regular weekly, monthly, and quarterly cadence to key stakeholders, with a strong analytical approach.
Requirements
- Bachelor’s degree in fields such as (but not limited to) Accounting, Finance, Business, or equivalent work experience.
- 5+ years of experience in a deal desk, finance, contracts, legal, sales operations, or revenue role; software/SaaS/subscription experience a plus.
- Basic understanding of revenue recognition principles.
- Proficiency with Salesforce.com (Gainsight is a plus).
Benefits
- Vision
- Medical
- Life
- Dental
- 401K
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
renewal executioncommercial negotiationcontract managementfinancial modelingdeal structuringrevenue recognitiondata analysisforecasting
Soft skills
communicationcollaborationleadershipanalytical thinking