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Freshworks

Cloud-based CRM and customer engagement suite

Deal Desk Strategy Manager

Sales OperationsConfirmed live in the last 24 hours
Full-timeSan Mateo, CA, USA

About the Job

Requirements

  • At least 7 years of experience in Deal Desk, Sales Operations, Revenue Operations, or a similar deal-support function, including direct experience with enterprise or strategic-tier deals.
  • Ability to act as a trusted advisor to Account Executives and regional sales leaders by proactively shaping deal strategy rather than only processing paperwork.
  • Working knowledge of contract structuring, order forms, pricing and discounting frameworks, and standard commercial terms.
  • Ability to partner with Legal, Finance, and Sales Operations to resolve complex contract, pricing, or revenue recognition questions.
  • Independent judgment to triage deal complexity and determine when to escalate, delegate, or resolve matters personally.
  • Written and verbal communication skills, including experience speaking directly to customers about deal structure and terms.
  • Track record of informally mentoring or supporting peers and interest in growing into a people leadership role.
  • Ability to manage a high volume of concurrent deals under tight deadlines, particularly during month-end and quarter-end close.
  • Analytical, process-oriented approach, including the ability to identify patterns across deals and propose scalable improvements.
  • Flexibility to provide after-hours support during peak close windows as needed.

Responsibilities

  • Run point on Deal Desk activities for the largest and most strategic transactions in the region, embedded with assigned Account Executives and regional vice presidents.
  • Initiate deal strategy conversations with sellers proactively, before paperwork or approvals are required.
  • Document the sequence of events needed to close each assigned deal and drive the cadence required to meet it.
  • Establish a regular meeting cadence with account teams to drive deal velocity from inception to closure.
  • Own deal strategy and structuring end-to-end, including order form updates and documentation.
  • Triage deal complexity by personally resolving strategic, high-stakes deals and routing standardized work to the shared services Deal Desk team.
  • Identify and secure necessary internal approvals; own correspondence with Legal on contract terms and redlines; and partner with Finance, Sales Operations, and other cross-functional teams on pricing, revenue recognition, and deal terms.
  • Join customer calls as needed to discuss deal structure and terms, accelerate turnaround time, and remove friction to close.
  • Serve as an escalation point for complex or stalled regional deals and step in to unblock them and drive resolution.
  • Provide ongoing, proactive deal enablement for regional account teams.
  • Act as a go-to resource and informal mentor for newer Deal Desk team members by sharing deal strategy best practices and coaching on deal structuring.
  • Identify recurring friction points across deals and recommend process, template, or workflow improvements to Deal Desk leadership.
  • Support quarter-end and month-end close periods, including after-hours support during peak close windows.
  • Contribute to team targets for deal cycle time, approval turnaround, accuracy, escalation rate, and Sales satisfaction.

About the Company

Freshworks

Cloud-based CRM and customer engagement suite

Freshworks provides a cloud-based suite of customer engagement and employee management software for businesses of various sizes, including modules for customer support, sales, marketing, IT service management, and HR. It works as a single SaaS platform where each module (Freshdesk, Freshsales, Freshmarketer, Freshservice, Freshteam) handles a different task and shares data across departments, with customers choosing tiered subscription plans and optionally extending functionality through a marketplace of apps. The platform combines multiple CRM and business functions on one interconnected system, rather than offering standalone tools. Its goal is to streamline customer interactions and internal processes to improve collaboration and efficiency across departments.

Company size
5,001-10,000
Company stage
IPO
Headquarters
San Mateo, CA
Founded
2010

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