Stampli

Senior Manager, Deal Desk Operations

Stampli

full-time

Posted on:

Location: 🇺🇸 United States

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Job Level

Senior

Tech Stack

Tableau

About the role

  • Own the deal structuring, pricing governance, approvals workflow, and contract operations.
  • Partner with Account Executives and Sales Leadership to structure complex deals and pricing models that meet customer needs and company goals.
  • Maintain pricing policies, discount frameworks, and approval matrices.
  • Provide guidance on non-standard deal terms and ensure alignment with legal, finance, and customer success policies.
  • Manage the end-to-end deal desk process from opportunity to order, ensuring accurate configuration, pricing, and documentation.
  • Improve the efficiency and accuracy of quotes, CPQ workflows, and contract generation.
  • Oversee HubSpot, CPQ systems, and other related tools to ensure data integrity and process automation.
  • Work closely with Legal to streamline contract redlining and approvals.
  • Coordinate with Finance on order booking, invoicing, and revenue recognition requirements.
  • Provide feedback to Product and Marketing on deal trends and customer needs based on frontline interaction.
  • Train and support Sales and Customer Success teams on deal desk processes and tools.
  • Build dashboards and reports to track deal velocity, discounts, approval times, and other KPIs.
  • Identify bottlenecks and lead initiatives to continuously improve the deal lifecycle.

Requirements

  • 2–4 years of experience in Deal Desk, Sales Operations, or Revenue Operations in a high-growth SaaS environment.
  • Bachelor's degree in relevant field.
  • Deep familiarity with B2B SaaS pricing, renewals, and contract structures (e.g., ARR, MRR, usage-based, multi-year).
  • Hands-on experience with HubSpot CRM and CPQ systems (CPQ etc.)
  • Strong analytical skills; proficient with Excel/Google Sheets, and reporting tools (e.g., Looker, Tableau).
  • Excellent communication and collaboration skills across functions and levels.
  • Experience leveraging AI-powered tools to streamline deal processes—such as using AI for contract review, pricing insights, forecasting support, or workflow automation–is preferred.
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