Senior Manager, Deal Desk Operations
Stampli
Tableau
Senior Manager, Deal Desk Operations
Stampli
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob 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.
