Director, Deal Desk Operations
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Job Location:
Santa Clara - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Role Overview:
We are seeking an accomplished Director of DealDesk Operations to lead and scale our deal structuring pricing strategy and contract execution processes. This pivotal role will serve as a strategic partner to Sales Customer Success and Finance leadership shaping commercial best practices and driving profitable revenue growth. The Director will be responsible for building a high-performing DealDesk function optimizing the quote-to-cash process and serving as the primary escalation point for complex high-value customer engagements.
Key Responsibilities:
Strategic Leadership & Stakeholder Management:
- Lead mentor and develop a team of DealDesk professionals fostering a culture of operational excellence and continuous improvement.
- Collaborate closely with Sales Finance and Legal to define and enforce deal policies pricing guidelines and approval matrices.
- Act as the primary escalation point for non-standard deals ensuring alignment with corporate strategy and financial objectives.
- Provide strategic guidance to Customer Success and Account Management teams on renewal pricing upsell and cross-sell opportunities; partner with Renewal AEs on key customer negotiations.
- Partner with senior leadership to inform go-to-market strategies product bundling initiatives and commercial terms optimization.
Deal & Pricing Operations:
- Oversee the end-to-end deal process from approved quote through contract execution ensuring speed accuracy and compliance.
- Engage directly with internal stakeholders and customers to clarify pricing terms and approval processes for complex transactions.
- Own pricing and discount analysis delivering actionable insights to improve deal profitability and maintain pricing discipline.
Operational Excellence & Systems:
- Drive the implementation adoption and optimization of CPQ and related sales systems to streamline the quote-to-cash process.
- Identify process inefficiencies and implement scalable improvements across the sales cycle.
- Design and deliver training for Sales and CS teams on deal desk policies processes and best practices.
Data Analytics & Reporting:
- Define and monitor KPIs for DealDesk performance including:
- Average deal cycle time
- Discount levels and margin impact
- Renewal rates and upsell revenue
- Forecasting accuracy
- Build and maintain dashboards providing real-time insights for executive leadership.
- Present regular performance updates and recommendations to senior leadership.
Required Experience:
Senior IC
Key Skills
- Employee Relations
- Employee Evaluation
- Management Experience
- Profit & Loss
- Conflict Management
- Operations Management
- Project Management
- Budgeting
- Leadership Experience
- Supervising Experience
- Leadership management
- Financial Planning
About Company
Eltropy provides all communication channels, all integrations, and all the power of AI to help credit unions and community banks boost efficiency & member satisfaction
