Deal Desk Manager

Confirmed live in the last 24 hours

Locations

United States

Experience Level

Entry

Junior

Mid

Senior

Expert

Desired Skills

Sales

Requirements

4+ years of experience in Sales Operations, Business Operations & Strategy or similar capacity for a SaaS or Ad/MarTech company and/or a foundational skill set in transaction services or an analytical sales finance role
Experience in setting up or managing a Deal Desk
MUST have SFDC experience and CPQ or a like product
Experience interacting and collaborating with cross-functional teams
Demonstrated ability to solve problems and provide analytical support
Flexibility and adaptability to shifting priorities
Personality traits: influencer, analytical, resourceful, self-starter, great communicator, passionate, flexible, accountable, dependable, organized

Responsibilities

Define standard vs non-standard deals at FiscalNote (e.g., legal terms, payment terms, client paperwork, ProServ, etc.)
Understand the pain points for Sales Reps when processing deals and address them
Understand the challenges non-standard deals create for Legal and Accounting and implement process improvements
Re-train and enforce legal guidelines around contracting to ensure compliance
Address complex CPQ quotes
Maintain pricing, packages and product families in CPQ
Work with Sales to resolve product allocation issues among LOB's
Be the liaison between the sales organization and its client portfolio
Build internal guidelines for deal enablement initiatives
Automate manual processes for faster deal closing and increased customer satisfaction
Review, approve, and document all non-standard pricing and contractual terms to comply with revenue goals
Source diverse perspectives from cross-functional teams during deal management such as legal, SalesOps, RevOps, accounting, finance, product management, and customer success

About the Position

A deal desk manager is responsible for smooth sales operations within the deal desk. They work closely with sales and operations leadership to craft streamlined processes for each deal and customer. Their role is highly specialized in deal structuring, execution, and scaling sales operations across the board. As the key strategist in how to optimize complex deal structures, the deal desk manager drives critical negotiations that deliver results for each client while nudging your company closer to its annual goals.

Because of this, the deal desk manager needs to be a subject matter expert on not just the product but also on the customer’s needs and processes. They will act as the point of contact with each new client on deal pricing and the scope of work. They’ll also handle objections, escalate concerns, and follow up on sales activities to keep the deal moving along.

About the Team

The Sales Operations team supports and enables our revenue teams to sell and serve more effectively and efficiently. By managing internal systems, technology, and processes, this team ensures our Business Development team has what it needs to be successful. Beyond the day-to-day support of the revenue teams, the Sales Operations team is integral to corporate strategy by providing insightful analysis to inform data-driven decision making.

About You

Analytical. Driven. Empathetic. Intelligent. You have a sharp eye for detail that allows you to generate actionable data. Your previous managers describe you as a critical thinker, who creates new ways to solve problems and stops at nothing to ensure that information is as accurate as possible. You artfully balance the need to evolve with the changing requirements of the business with the structure necessary to manage sales operations at scale. With these shifting priorities, you are a pro at managing your time and setting expectations with your stakeholders as to appropriate deadlines. Comfortable working cross-functionally, you are able to tailor your communication style and narrative to suit the needs of the audience - be it a front-line representative or a member of the Board.

What To Expect In This Position:

Define standard vs non-standard deals at FiscalNote (e.g., legal terms, payment terms, client paperwork, ProServ, etc.)
Understand the pain points for Sales Reps when processing deals and address them
Understand the challenges non-standard deals create for Legal and Accounting and implement process improvements
Re-train and enforce legal guidelines around contracting to ensure compliance
Address complex CPQ quotes
Maintain pricing, packages and product families in CPQ
Work with Sales to resolve product allocation issues among LOB’s
Be the liaison between the sales organization and its client portfolio
Build internal guidelines for deal enablement initiatives
Automate manual processes for faster deal closing and increased customer satisfaction
Review, approve, and document all non-standard pricing and contractual terms to comply with revenue goals
Source diverse perspectives from cross-functional teams during deal management such as legal, SalesOps, RevOps, accounting, finance, product management, and customer success

What Sets You Apart:

4+ years of experience in Sales Operations, Business Operations & Strategy or similar capacity for a SaaS or Ad/MarTech company and/or a foundational skill set in transaction services or an analytical sales finance role
Experience in setting up or managing a Deal Desk
MUST have SFDC experience and CPQ or a like product
Experience interacting and collaborating with cross-functional teams
Demonstrated ability to solve problems and provide analytical support
Flexibility and adaptability to shifting priorities
Personality traits: influencer, analytical, resourceful, self-starter, great communicator, passionate, flexible, accountable, dependable, organized

Reference ID: #LI-DP1 #LI-Remote

Excited about this role, but don’t meet 100% of the expected qualifications listed above? We’d still love for you to apply! FiscalNote is committed to building a diverse and inclusive workforce where unique experiences are valued and everyone has the opportunity to contribute. Research has continuously shown that women and people of color are less likely to apply to jobs unless they meet all of the listed qualifications. We want to help overcome this trend and seek to make space for unique and relevant skills and attributes. So, when applying to FiscalNote, rest assured that your application is reviewed by a living, breathing human being and evaluated based on key competencies needed for success in the position. Our Recruiting team maintains awareness of all open roles which means your application may be assessed against multiple positions and we will reach out to gauge your interest in other opportunities as appropriate. Questions or concerns? Contact [email protected], we’d be happy to connect!

As part of FiscalNote’s commitment to creating an accessible and inclusive hiring process, we strive to provide reasonable accommodations for persons with medical conditions or disabilities that will enable their access to the hiring process. If you need an accommodation, please send an email to [email protected] to let us know the nature of your request.

About FiscalNote

FiscalNote is the premier information services company focused on global policy and market intelligence. By combining AI technology, expert analysis, and legislative, regulatory, and geopolitical data, FiscalNote is reinventing the way that organizations minimize risk and capitalize on opportunity.

Home to CQ, Roll Call, Oxford Analytica, and VoterVoice, FiscalNote empowers more than 5,000 clients worldwide to monitor, manage, and act on the issues that matter most to them. To learn more about FiscalNote and its family of brands, visit FiscalNote.com and follow @FiscalNote.

At FiscalNote, we Lead with Values

Know your Audience ∙ Find the Truth ∙ Drive Alignment ∙ Level Up ∙ Own the Job ∙ Bias for Action ∙ Support the Family

FiscalNote is continuing to hire new talent, with all interviewing and on-boarding done virtually due to COVID-19. New team members, along with our current staff, will temporarily work remotely (unless communicated otherwise).

Company Benefits

FiscalNote offers competitive salaries, equity packages, and retirement accounts to ensure we’re all FN owners. We work hard, so our open vacation policy helps us ensure you’re getting the R&R you need. We offer comprehensive health, vision, and dental insurance options supplemented by a flexible spending account (FSA). We have a slew of other benefits which you can check out at careers.FiscalNote.com.

FiscalNote values diversity. We are committed to equal opportunities and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, gender, race, religious beliefs, disability, sexual orientation or age. FiscalNote is an EEOC employer.

FiscalNote uses E-Verify to confirm the employment eligibility of all new employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.DHS.gov/E-Verify.

201-500 employees

Website

Policy and Market Intelligence

Company Overview

FiscalNote's mission is to empower people and organizations with the right information at the right time so that they can better navigate risk, opportunity and uncertainty. The company is building a data and insights platform.

Benefits

Health - The health of you and your family is important to us — so much so that we subsidize a large portion of healthcare premiums for not only you, but also your dependents. Our FSA allows you to shuttle tax-free dollars for out-of-pocket health care costs. An onsite gym greases the wheels for your workout needs.
Paid Time Off - We recognize refreshed employees are productive employees. We do not put a number on the amount of days an employee can take off which allows them to take time away from work to recharge as they need it.
Commuting - Travel to work can be expensive, so on top of contributing toward your commuting expenses – including garage parking and public transit – we offer a corporate bikeshare membership at a steep discount. We also allow employees with pricier commutes to dedicate pretax dollars toward their travel.
Retirement - Your long term well-being is directly tied to your ability to save for the future. By offering a match on contributions you make to a company-sponsored 401(k), we make it hard not to think about the later years.
Parental Leave - Building your family is just as important as building our business. We’re happy to empower our employees to spend time with their new little ones by providing 18 weeks of paid maternity and paternity leave after a year of service to the company.

Company Core Values

Know your audience
Find the truth
Drive alignment
Own the job
Bias for action
Level up
Support the family