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Deal Desk Manager
OptroDeal Desk Manager at Optro managing deal flow and advising Sales for optimized revenue growth. Leveraging cross-functional collaboration to streamline processes and maximize customer success.
Posted 5/6/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $112,000 - $154,000 per yearWebsite
About the role
Key responsibilities & impact- Manage complex, nonstandard deals with multiple cross-functional partners
- Provide guidance to Account Executives/Sales Management on deal structuring in a way that meets customers' requirements, sets them up for maximum success, and maximizes ARR
- Partner with Sales to ensure opportunities are properly created and tracked in Salesforce including stage, probability, booking amount, and various other required fields
- Partner with Finance and Legal teams to craft contractual language to ensure transactions comply with revenue recognition and business operational policies
- Drive consistency across deal process by helping to optimize, streamline, and align quote-to-cash processes
- Owns day-to-day quote management and pricing approvals, ensuring compliance with published sales and business approval policies
- Serve as the main point of contact for our Sales team on all operational deal components
- Monitor deal progress and support Sales with closing bookings
- Support the organization with special projects as needed
- Partner with the GTM Systems teams to facilitate process and system improvements, sales enablement and other special projects related to Quote to Cash (developing documentation / testing / policies, etc)
- Establish metrics and processes to improve business visibility and consistency of practices across teams
Requirements
What you’ll need- 5 yrs minimum of Experience in Deal Desk
- Self-motivated and able to work under pressure; diligent with deliverables and deadlines
- Proven success supporting and advising SaaS Sales teams
- Proven success partnering closely with cross-functional teams such as Sales, Legal, and Finance
- Experience working with remote sales and business partner teams
- Dedication to excellent customer service
- Strong oral and written communication skills with the ability to synthesize and effectively communicate information across teams
- Proven project management experience and ability to own and run deals end-to-end
- Highly organized, strong attention to detail, and goal oriented
- Ability to work independently and multitask effectively
- Innate curiosity and not afraid to ask thoughtful questions
- Positive, Energetic, dedicated, and ambitious
- Salesforce CPQ experience preferred
- Strong understanding of ARR / TCV
Benefits
Comp & perks- Perks may vary based on eligibility/location
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 DeskSaaS SalesProject ManagementQuote to CashSalesforce CPQRevenue RecognitionContractual LanguageMetrics EstablishmentProcess ImprovementCross-Functional Collaboration
Soft Skills
Self-MotivatedDiligentCustomer ServiceStrong CommunicationOrganizational SkillsAttention to DetailGoal OrientedIndependent WorkMultitaskingCuriosity