Deal Desk Manager

Reposted 9 Days Ago
Easy Apply
Hiring Remotely in U.S.
Remote
Senior level
Software
The Role
Manage quote creation, pricing validation, and approval workflows to ensure accurate, compliant contracts. Support sales with pricing proposals, Salesforce data quality, CPQ and UAT activities, post-sales documentation, and operational reporting while optimizing deal desk processes.
Summary Generated by Built In

The Company 

Versaterm is a global public safety solutions company helping agencies transform how they serve their communities. Since 1977, we’ve been building an ecosystem of intuitive tools designed for public safety agencies, forensic labs, court systems, schools and other institutions. Through purposeful integrations and a selective growth strategy, we focus on improving workflows to help our customers achieve more efficient operations, better service and more just outcomes.

Our teams are driven by innovation, expertise and an unwavering commitment to customer success. As we continue to grow and expand our ecosystem, you’ll have the opportunity to contribute to solutions that enhance community safety and transform the future of public safety technology. If you’re passionate about making a meaningful difference, we’d love to hear from you.

The Role 

We are seeking a Deal Desk Manager who will support the Sales organization by managing quote creation, pricing validation, and approval workflows. You will ensure transactional accuracy, accelerate time to quote, and protect pricing integrity. This position focuses on operational execution and process discipline while identifying automation opportunities within Salesforce and CPQ.
Working in conjunction with sales, solution engineers, marketing, finance, legal, and sales leadership, you will operate as a trusted operational partner to the sales team. You will manage competing priorities, uphold rigorous standards for accuracy and timeliness, and ensure all commercial documentation is precise, compliant, and audit ready.

What You Do 
  • Serve as the primary operational resource for quote and order form creation
  • Identify non-standard deal terms and escalate to Finance or Legal per defined approval matrix
  • Ensure adherence to our quote-to-contract processes and policies while effectively escalating new use-cases outside of the current approval matrix 
  • Support Sales in preparing pricing proposals in accordance with approved pricing guidelines and discount policies
  • Support the organization in collaboration with sales, legal, accounting, and services in the development, coordination and delivery of legally binding order forms and contracts, ensuring high levels of quality, accuracy, and timely SLAs 
  • Manage Deal Desk workflow while constantly looking for ways to optimize processes 
  • Assist with post sales documentation review and ensure proper contract record retention
  • Perform Salesforce enrichment, cleansing, and de-duplication of records 
  • Ensure accuracy and completeness of Salesforce data related to quoting and closed won opportunities
  • Perform, document, and provide useful feedback on UAT activities related to enhancements and configuration of sales technologies and other business systems  
  • Generate and distribute standard operational reports related to quote volume, approval tracking, and turnaround times
What You Bring 

Required Qualifications: 

  • 5-7 years of relevant experience in Sales Operations, Revenue Operations, Deal Desk or CPQ administration 
  • Working knowledge of business unit sales organizations and field sales operating practices (business analytics, contract analytics, pricing structures, sales tools, and basic training) 
  • Highly organized with strong communication skills and keen attention to detail
  • Demonstrated ability to work across functions 
  • Accountable and willing to commit to high effort to ensure success 
  • Proactive in seeking answers through available resources and knowing when to ask for guidance 
  • Strong working knowledge of Microsoft applications 
  • Experience with CRM systems (Salesforce preferred)  

Asset Qualifications: 

  • High energy, entrepreneurial spirit, passionate about being part of a growing business 
  • Strong attention to detail and process orientation
  • Comfort working with pricing data and discount policies
  • CPQ experience preferred
  • SaaS subscription billing knowledge preferred

Note: Due to the nature of our work with public safety agencies, this position requires compliance with the FBI's Criminal Justice Information Services (CJIS) Security Policy. Candidates must successfully pass a comprehensive, fingerprint-based background check. Please note that specific customer contracts may impose additional security verification requirements. Obtaining and maintaining all required security clearances is a condition of employment. For more information on CJIS security requirements, please visit the FBI's CJIS Security Policy Resource Center. 
Versaterm is committed to fair and equitable compensation that is competitive, consistent, and aligned with the value each role contributes to our organization. The starting salary for this position will be dependent upon many factors, such as the successful candidate’s skills, experience, education, training as well as internal equity, market data, and business needs. In addition to base salary and our comprehensive benefits offering, some roles may also be eligible for variable compensation such as incentive plans or discretionary performance bonuses. 

Versaterm does not use AI in the recruitment process. All stages of recruitment decisions are lead by people, including our qualified acquisition team and our experienced hiring managers.  

Versaterm is an equal opportunity employer and is committed to equity, diversity, inclusion, and a barrier-free workplace. Accommodations are available upon request throughout all stages of the recruitment process and apply to the terms and conditions of employment. For more information, please contact [email protected].

Top Skills

Cpq
MS Office
Salesforce
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The Company
HQ: Ottawa, Ontario
231 Employees
Year Founded: 1977

What We Do

Versaterm is changing the relationship between public safety agencies and their software providers. Everything we do originates from our focus on customer experience and outcomes. We are fueling the solutions of tomorrow, solving real problems while streamlining operations

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