Manager, Deal Desk & Order Management

This is a high-bar role for someone who wants to own the deal engine — not just review transactions.  You’ll shape deal velocity and quality, improve operational accuracy, and build the infrastructure that allows the business to scale efficiently.

• Review and structure deals to balance growth, profitability, and risk while aligning with approved pricing, discount guardrails, and contract templates.

• Partner with Sales and Legal on pricing, terms, and non-standard requests. 

• Own contract governance, including standard template usage, approval routing, exception handling, and coordination on customer paper.

• Own internal deal turnaround standards and ensure review requests are triaged and routed according to approval and legal complexity.

• Enforce pricing and discounting policies; escalate exceptions through the proper approval workflow.

• Advise executives on deal tradeoffs and financial implications with clear recommendations.

• Serve as the operational bridge between Sales, Finance, and Customer Success to ensure clean handoffs.

• Confirm all order data (billing start dates, payment terms, project start triggers) is accurately configured for invoicing.

• Coordinate activation events (usage go-live, project launch, delivery milestones) that drive billing and revenue recognition.

• Support accounting team as needed to troubleshoot and prevent discrepancies in account setup, PO matching, and system data syncs.

• Refine the end-to-end deal process — removing friction, simplifying approvals, and embedding accountability.

• Build scalable templates, playbooks, and dashboards to drive consistency and velocity.

• Establish and evolve guardrails (revenue recognition, approval thresholds, discount policy) that protect financial integrity while enabling speed.

• Drive automation and data-quality improvements across Salesforce, CPQ, and ERP systems.