Deal Desk Manager

Summary

Join Entrata as a Deal Desk Manager and play a strategic role supporting our Sales team. You will manage deal approvals, guide deal structures and pricing, and ensure compliance with company policies. This vital position requires collaboration with various teams, including Sales, Finance, and Legal. Success in this role demands strong analytical skills, excellent communication, and proficiency in Salesforce and CPQ software. The position offers a hybrid or remote work option depending on location (TX or UT) and a comprehensive benefits package.

Requirements

• Bachelor's degree in Business Administration, Finance, or a related field
• 2+ years of experience in deal desk management, sales operations, or a similar role
• Proficiency in Salesforce CRM
• Familiarity with CPQ (Configure, Price, Quote) tools and processes
• Strong analytical skills with the ability to interpret complex data and provide actionable insights
• Excellent communication and interpersonal skills with a focus on collaboration and problem-solving

Responsibilities

• Collaborate with sales and finance teams to structure and validate deal proposals
• Provide guidance on utilizing and optimizing quoting tools, particularly CPQ (Configure, Price, Quote) software
• Manage approval requests with precision and efficiency, adhering to company policies and procedures
• Partner with Sales Operations to develop and deliver training materials to educate sales teams on deal desk processes and best practices
• Support the renewal process for existing clients, ensuring seamless transitions and maximizing retention rates
• Foster strong cross-functional relationships with Sales, Sales Operations, Finance, and Legal teams to deliver optimal outcomes
• Analyze deal metrics and trends to identify opportunities for process improvements and revenue optimization
• Develop and maintain documentation related to deal desk procedures, guidelines, and best practices
• Act as a subject matter expert on deal desk processes and tools, providing training and support to internal stakeholders as needed
• Support ad-hoc projects and initiatives as needed to enhance deal desk operations
• Stay informed about industry trends, competitive landscape, and regulatory changes that may impact deal structures and approvals
• Understand product pricing and billing models and the related revenue generated from each
• Act as a Sales-facing subject matter expert on deal structuring, processes, and policies
• Drive operational consistency by being a CPQ power user
• Clarify, educate, and gather feedback from the sales team regarding policies

Preferred Qualifications

• Experience in the software industry, preferably with knowledge of property management software
• Detail-oriented approach with a focus on accuracy and quality assurance
• Knowledge of industry best practices and emerging trends in deal desk management and sales operations
• Ability to manage multiple priorities and work effectively in a fast-paced environment
• Self Starter, sound decision-making skills, and a strong focus on attention to detail

Benefits

• Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance
• Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families
• HSA/FSA options and employer-paid disability benefits provided for eligible employees
• Access to 401(k) or similar retirement plans with employer matching for eligible employees, ensuring long-term financial security
• Wellness initiatives promoting physical and mental well-being, access to an onsite gym at HQ, mental health resources, wellness challenges, and employee assistance programs
• Family-centric leave policies supporting new parents during significant life events
• Entrata Cares programs offering opportunities for volunteerism, charity events, and giving back to our community
• Exclusive Previ cell phone plan and discounts on services or local business partnerships for additional employee benefits
• Bi-annual swag drops for employees