Deal Desk Manager

Summary

Join Ada, an AI customer service company, as their first Deal Desk professional. You will establish the Deal Desk function from the ground up, creating processes, frameworks, and best practices to optimize deal execution, pricing strategy, and cross-functional collaboration. This role requires a self-starter with 3+ years of experience in a Deal Desk role, preferably in a high-growth SaaS environment, who enjoys both strategic process-building and hands-on operational execution. You will own and drive all deal desk activities independently, with an opportunity to expand the function and influence long-term strategy as the company grows.

Requirements

• 3+ years in a Deal Desk role, preferably in a high-growth SaaS environment
• Expertise with Salesforce CRM, Salesforce CPQ, and/or equivalent quoting/pricing tools
• Exceptional attention to detail, organizational skills, and the capability to handle multiple projects concurrently
• Excellent communication and interpersonal skills, with a proven track record of partnering effectively across multiple functions
• Proven ability to manage complex pricing and approval processes while balancing stakeholder interests
• Strong understanding of SaaS revenue recognition principles

Responsibilities

• Build and implement the deal review and approval processes, ensuring adherence to company policies, pricing guidelines, and approval frameworks
• Drive timely processing of deals by ensuring alignment and accountability across all key stakeholders (Sales, Finance, Legal, RevOps)
• Responsible for ensuring compliance with contracting and pricing policies, documenting approvals, and managing escalations for non-standard terms
• Provide operational support to the Sales team by creating sales orders, managing contracts, and ensuring accuracy within Salesforce
• Continuously refine internal documentation, procedures, and processes to enhance efficiency and scalability

Benefits

• Unlimited Vacation: Recharge when you need to
• Comprehensive Benefits: Extended health coverage, dental, vision, travel, and life insurance
• Wellness Account: Empowering you to invest in your overall well-being and lifestyle
• Employee & Family Assistance Plan: Resources to support you and your loved ones
• Flexible Work Schedule: Balance your work and personal life
• Remote-First, In-Person Friendly: Options to work from home or at our local hub
• Learning & Development Budget: Invest in your long-term growth goals and skills
• Work from Home Budget: Equipping you with the tools and support for a seamless remote work experience
• Access to Cutting-Edge AI Tools: Work with the best AI tech stack in the industry
• Hands-On with LLMs: Enhance your expertise in leveraging large language models
• A Thriving Industry: Join the forefront of innovation in AI, shaping the future of technology