Deals Desk Lead

Location:

Shift Timings:

About the role:

• You will be joining the Sales Strategy & Operations function in supporting high growth, fast-paced Sales & Field Operations org.
• In this role, you will have the opportunity to work with multiple functions and significantly impact both the top line and bottom line. You will support the sales organization throughout the entire quote-to-cash lifecycle—covering deal structure, quote creation and approval, order forms, revenue, legal review, and compliance—while continuously striving to enhance and streamline the sales process.
• Successful candidates will be problem solvers with strong interpersonal skills, capable of introducing constructive friction into deal negotiations while maintaining a positive and productive relationship with the Sales team.
• We’re looking for candidates who understand what success looks like and are flexible, resourceful, and collaborative. We want individuals who are excited to join us in defining our long-term vision and the next steps to achieve it.

Job Responsibilities:

• Serve as a trusted advisor to the Sales teams as a subject matter expert on deal policies, including pricing, contract terms, product configurations, and compliance requirements.
• Assist the Sales Organization during the entire customer lifecycle, from Lead-to-Quote, Contract-to-Order, Booking-to-Renewal/Cross-sell/Up-sell.
• Monitor the Deals Desk queues for deal requests, ensuring requests are addressed thoughtfully and within the set SLA, prioritizing workflow and managing request volumes to maximize efficiency and drive the urgency of deals
• Quarterback deals through the sales cycle & internal approval process collaboration with the appropriate cross-functional teams (Sales Leadership, Legal, Accounting, Billing, Product, etc.).
• Identify gaps and suggest improvements to policies, processes, and systems to enhance compliance during the contracting process and boost sales productivity.
• Help drive projects and initiatives focused on improving efficiency and simplifying processes throughout the Sales operations and Sales organization.
• Create and maintain Sales Dashboards, SFDC Reports, and performance metrics to support Sales teams with actionable insights and data-driven decision-making.

Required Qualifications:

• Experience - 6 to 8 years (total experience)
• Proficiency in SFDC and familiarity with Configure, Price, Quote (CPQ) systems, preferably Zuora.
• Bachelor’s degree or equivalent experience
• Outstanding analytical background with strong problem-solving skills
• Great interpersonal skills, including written and verbal communication
• Ability to build relationships and work collaboratively to get results
• Capable of explaining concepts clearly and credibly across all levels of the organization
• High level of attention to detail