Deal Desk Manager
Viventium
This job is no longer accepting applications
See open jobs at Viventium.See open jobs similar to "Deal Desk Manager" LLR Partners.Position Purpose
We are seeking an experienced, detail-oriented Deal Desk Manager to join our Revenue Operations team. This is a high-impact, customer-facing role that plays a pivotal part in the quote-to-cash (Q2C) lifecycle, directly influencing deal velocity, pricing accuracy, and revenue recognition. The ideal candidate will be a proactive, strategic thinker with a strong grasp of SaaS and consumption-based revenue models, sales operations, and deal execution.
You will work cross-functionally with Sales, Customer Success, Implementation, Legal, and Finance teams—ensuring deals are structured for success and closed efficiently. This position requires a flexible schedule, with availability to support month-end and quarter-end deal activity.
Essential Duties and Responsibilities
- Own the end-to-end deal desk process—from opportunity setup to quote generation, proposals, and order form management
- Provide strategic guidance on pricing, packaging, bundling, and discounting for both subscription-based (SaaS) and usage-based (consumption) deals
- Review and manage contract terms, with expertise in amendments and contamination avoidance in ongoing agreements
- Enforce discount thresholds, volume pricing models, and margin rules to maintain deal profitability while supporting sales velocity
- Oversee the full Q2C lifecycle: new bookings, renewals, upsells, uplifts, and add-ons, across recurring revenue and consumption-based billing models
- Monitor contract lifecycle events such as renewal windows, auto-renewals, and notice periods, and communicate key milestones to Customer Success or Sales
- Work closely with Finance and Legal to support deal reviews and ensure timely execution and documentation compliance
- Manage and enforce the deal approval process, ensuring all proposals meet internal policy requirements (pricing, discounting, terms)
- Act as the primary gatekeeper for non-standard deal terms, escalating to Legal, Finance, or leadership as needed
- Partner with Sales and Leadership to streamline approval flows, eliminate unnecessary delays, and accelerate deal turnaround time
- Maintain and improve approval matrixes, including delegation of authority thresholds and special approvals
- Operate primarily in DealHub CPQ and HubSpot CRM for quote and deal data management
- Maintain and update pricebooks, and product bundling logic across revenue models
- Act as the main point of contact to collect necessary deal documents from customers and enter data accurately in CRM
- Coordinate the transition of signed deals to the Implementation and Success teams for seamless client onboarding
- Remove bottlenecks, increase deal velocity, and drive urgency through better workflows, playbooks, and tools
- Create and maintain dashboards for real-time insights into deal flow, renewals, consumption trends, and Q2C efficiency
- Track and report on deal approval cycle times, identify bottlenecks, and lead initiatives to reduce time-to-approve while preserving control and compliance
- Own the creation, management, and continuous improvement of proposal templates, order forms, and deal rooms to support consistency and speed in deal execution
- Ensure templates reflect current pricing, legal language, packaging, and go-to-market strategies across both SaaS and consumption-based offerings
- Partner with Marketing, Legal, and Sales Enablement to keep templates compliant, branded, and easy to use
- Manage deal rooms or digital workspaces used to centralize proposal documents and client-facing collateral
- Continually refine deal desk policies to align with evolving pricing models, including hybrid SaaS + usage billing
- Standardize best practices to scale quoting, approvals, and contract management in a fast-paced environment
- Continuously refine deal desk workflows and tools to optimize approval routing, exception handling, and compliance controls
Minimum Qualifications
- 5+ years of experience in Deal Desk, Sales Ops, or Revenue Operations, preferably in a B2B SaaS company
- Strong understanding of both SaaS subscription and consumption-based revenue models
- Experience managing multi-level approval workflows and working with Legal, Finance, and executive stakeholders on complex deals
- Hands-on experience with DealHub CPQ, HubSpot CRM
- Working knowledge of contract amendments, renewal mechanics, and prevention of agreement contamination
- Expertise in quote-to-cash processes, including dynamic pricing and custom terms
- Comfortable managing pricebooks, bundles, and complex product hierarchies
- Customer-facing experience and ability to manage cross-functional relationships
- Strong organizational, project management, and multitasking capabilities
- Willingness to work a flexible schedule, including extended support at month-end and quarter-end periods
Preferred Qualifications
- Salesforce proficiency is highly desirable
Travel Requirements
11-20%
This job is no longer accepting applications
See open jobs at Viventium.See open jobs similar to "Deal Desk Manager" LLR Partners.