We’re looking for a hands-on Manager, Deal Desk & Order Management to partner with Sales, Finance, Legal, and Customer Success in structuring, executing, and operationalizing commercial deals. Sitting within Finance, this role is the connective tissue between revenue growth and commercial discipline — balancing speed and flexibility with sound financial judgment.
This role is both strategic and hands-on: you’ll own the end-to-end process from deal structuring through order setup and invoicing, ensuring every closed deal flows cleanly through systems, reflects approved pricing, and supports accurate invoicing and revenue recognition. The ideal candidate combines analytical precision with operational rigor — equally comfortable in deal details and in building scalable frameworks that raise the bar for the business.
Why This Role MattersThis 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.
Your Day to Day
- Deal Structuring & Approval
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.
Post-Contract Coordination & Order ManagementServe 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.
Process Design & OptimizationRefine 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.
Cross-Functional Alignment & Enablement- Act as a trusted advisor to Sales leadership and executives on commercial structure and execution.
- Partner with Legal on non-standard terms and contract governance.
- Collaborate with Customer Success and Finance to ensure downstream readiness for billing, provisioning, and reporting.
- Train and enable Sales on deal hygiene, pricing policy, and system best practices.
What Success Looks Like
- Deals are structured, approved, and executed with clarity, speed, and control
- Leadership sees you as the connective partner balancing commercial speed with financial discipline
- Sales, Finance, and CS trust the process and collaborate without friction
- Post-contract setup and invoicing run seamlessly — accurate, compliant, and on schedule
- The company scales deal volume and complexity without adding manual effort or operational risk
What You Bring
- 5+ years in Deal Desk, Revenue Operations, Finance, or Order Management within an enterprise B2B environment
- Proven experience supporting complex deal negotiations and advising internal stakeholders on pricing, terms, and approval tradeoffs
- Strong business judgment and ability to balance commercial urgency with financial and legal risk
- Exceptional communication skills — able to simplify complex commercial concepts for non-financial stakeholders
- Builder mindset: thrives on designing efficient systems and processes from first principles
- Comfortable operating independently in a fast-paced, growth oriented environment
Benefits & Company Culture
- Competitive Base Salary + Equity Package
- Remote first culture (for most roles)
- Comprehensive Health Insurance (Medical, Dental, Vision)
- Home office setup stipend
- Monthly allowance for cell phone and internet
- Flexible PTO, generous company holiday policy, and unlimited sick days
Top Skills
Doxel Redwood, California, USA Office
805 Veterans Blvd Suite, #103, Redwood, CA, United States, 94063
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