Deal Desk Renewal Operations SpecialistManager

We are looking for a CustomerFacing Deal Desk & Renewal Operations Specialist/Manager to support our Sales and Customer Success teams by optimizing deal structuring pricing approvals contract and renewal management. This role serves as a key point of contact for customers ensuring a smooth and transparent deal experience while aligning with internal policies and revenue goals.

Key Responsibilities

Must have experience in

• CPQ
• Deep understanding of pricing in collaboration with the Product team
• Contract negotiation
• Finalize contract Ts&Cs with legal team
• Lead automation of QuotetoCash

CustomerFacing Deal Structuring & Review

• Act as a trusted advisor to Sales and Customer Success teams guiding them and customers through deal structuring pricing and contract negotiations.
• Engage directly with customers to provide clarity on pricing terms and approval processes.
• Ensure all deals align with company policies revenue recognition guidelines and profitability goals.
• Support nonstandard deal approvals including pricing exceptions and custom contract terms.

Renewal Management & Customer Retention:

• Work closely with Customer Success and Account Management teams to track upcoming renewals and expansion opportunities.
• Provide guidance on renewal pricing strategies upsell/crosssell opportunities and contract negotiations.

QuotetoCash Process Optimization:

• Manage the endtoend deal desk process ensuring efficiency and accuracy in deal .
• Partner with Sales Operations to improve CRM (Salesforce HubSpot or equivalent) workflows.
• Identify bottlenecks in the sales cycle and recommend process improvements.

Data & Reporting:

• Monitor deal performance metrics and provide insights to Sales leadership.
• Develop dashboards and reports to track approval trends discounting patterns and deal cycle efficiency.
• Provide recommendations to enhance sales forecasting accuracy.

CrossFunctional Collaboration:

• Work closely with Sales Finance Legal and Customer Success teams to ensure seamless deal .
• Support Sales Enablement initiatives by training sales teams on deal desk processes and policies.
• Collaborate with Product and Engineering to provide feedback on pricing strategy and product bundling.

Pricing & Discount Analysis

• Evaluate pricing discount requests.
• Provide insights and recommendations to sales teams to enhance deal profitability.
• Assist in the development of pricing models and discount frameworks.

Operational Excellence & Team Supervision

• Lead and mentor junior deal desk specialists ensuring best practices are followed.
• Identify process improvements and implement automation in deal desk and renewal operations using Salesforce CPQ and subscription management tools.
• Develop and deliver training sessions for sales teams on deal desk policies and renewal strategies.
• Collaborate with finance and legal teams to enhance contract efficiency and compliance.

Qualifications & Experience

• 810 years of experience in Deal Desk Sales Operations Revenue Operations or a related field preferably in a SaaS company.
• Strong understanding of B2B SaaS pricing models contract structures and revenue recognition principles.
• Proficiency in CRM systems (Salesforce preferred) CPQ tools and Excel/Google Sheets for pricing analysis.
• Excellent analytical skills and attention to detail.
• Strong communication and negotiation skills to collaborate with crossfunctional teams.
• Ability to work in a fastpaced highgrowth environment with shifting priorities.
• Bachelors degree in Business Finance or a related field.

About Eltropy (www.eltropy)

Eltropy is a rocket ship FinTech on a mission to disrupt the way people access financial services. Eltropy enables financial institutions to digitally engage in a secure and compliant way. Using our worldclass digital communications platform community financial institutions can improve operations engagement and productivity. CFIs (Community Banks and Credit Unions) use Eltropy to communicate with consumers via Text Video Secure Chat cobrowsing screen sharing and chatbot technology all integrated in a single platform bolstered by AI skillbased routing and other contact center capabilities.

Eltropy Values:

• Customers are our North Star
• No Fear Tell the truth
• Team of Owners

Eltropy is an equal opportunity employer. All applicants will be considered for employment without attention to race color religion sex sexual orientation gender identity national origin veteran or disability status.

Required Experience:

Manager