Deal Desk Manager

Posted 13 Days Ago
Be an Early Applicant
Home, KS
Mid level
Software • Automation
The Role
The Deal Desk Manager supports sales operations by optimizing deal processes, ensuring compliance, and coordinating with legal and finance teams for efficient quote and order execution.
Summary Generated by Built In

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

OUR MISSION

                                     

At Redwood Software we unleash human potential. We empower our customers with lights-out automation for their mission-critical business processes. 

                                               

Redwood Software is the leader in full stack automation for mission-critical business processes. With the first SaaS-based composable automation platform specifically built for ERP, we believe in the transformative power of automation. Our unparalleled solutions empower organizations to orchestrate, manage and monitor their workflows across any application, service or server – in the cloud or on premise – with confidence and control.

CORE VALUES

One Team. One Redwood
Make Your Own Weather

Obsess over Customer Success 

Work the Problem

Be Curious
Own the Outcome 

Respect Each Other

YOUR IMPACT 

We are seeking a Deal Desk Manager to join our Revenue Operations team. The Deal Desk Manager is responsible for providing crucial administration and operational support to the sales team in order to facilitate quote and order execution while enhancing efficiency. A key initial focus will be the optimization of a robust deal desk process and cadence, streamlining deal flow, improving overall sales cycle efficiency, and establishing predictable deal turnaround times.

They will actively work with sales, legal, finance, and other cross functional teams on deal structuring and commercial terms to ensure compliance and optimize operational processes to drive successful order execution. They will act as an internal contact across functional back-office teams to ensure that customer proposals are structured and processed according to the requests of the customer but also the company's policy. They will provide proactive guidance throughout the lifecycle of sales opportunities from the initial solution identification through closure. 

  • Drive deal review discussions with the Sales organization.
  • Collaborate with the Legal, Finance, Product, and other departments to ensure that we are aligned with company policies, industry regulations and legal requirements. 
  • Proactively drive quote and order execution through strategic deal structuring, ensuring they are delivered on time and within scope.
  • Act as first line support for any quote creation issues for the Sales Organization. 
  • Help advise and craft standards and best practices for all facets of a deal including product, operational, legal and financial. 
  • Identify potential risks and issues during order creation and execution and develop mitigation plans to address them.
  • Provide quote review and pricing approval support, ensuring compliance with company policy standards.
  • Make recommendations for approvals for non-standard deal elements across internal stakeholders aimed at driving consistent terms and conditions.
  • Work proactively to predict and minimize potential issues before they arise and resolve those in a timely manner.
  • Identify opportunities to streamline and improve quote and order execution processes, driving operational efficiency and effectiveness.  
  • Implement quality control measures to ensure that deliverables meet the agreed-upon standards and quality criteria.
  • Communicate progress, issues, and key milestones to relevant stakeholders, including management.

YOUR EXPERIENCE

  • Bachelor’s degree or global equivalent experience preferred.
  • 3 - 5 years of experience in Sales Operations, Commercial support, or Finance role.
  • 3 - 5 years minimum experience using Salesforce.com, CPQ, DocuSign CLM (or similar order creation/execution tools).
  • Proven experience in deal structuring and execution and process governance. 
  • Experience with Quote and Order Form creation and special terms and conditions related to non-standard agreements. 
  • Continuous improvement mindset with a focus on process optmization. 
  • Must have experience as a sales operations business partner, or related function, with cross functional teams
  • Deep experience with account management operations and data strategy.
  • Clear communicator with excellent written, verbal, and listening skills. 
  • Ability to build relationships effectively across global teams.
  • Proactive and willingness to dig in with little direction.
  • Confidence in advocating for best practices
  • Excellent critical thinking skills with the ability to break down ambiguous problems into management components, think through solutions, and communicate clearly to all departments/stakeholders. 
  • Strong diagnostic and problem-solving skills.
  • Must be able to read, write, and speak fluent English.

If you like growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

THE LEGAL BIT
Redwood is an equal opportunity employer. Redwood prohibits unlawful discrimination based on race, colour, religion, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy or any other consideration made unlawful by regional or local laws. We also prohibit discrimination based on a perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful and will have a zero tolerance policy applied to it.
 

Redwood will comply with all local data protection laws, including GDPR when it comes to the handling and processing of personal data. Should you wish for us to remove your personal data from our recruitment database, please email us directly at [email protected]

Top Skills

Cpq
Docusign Clm
Salesforce
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The Company
Frisco, Texas
505 Employees
On-site Workplace
Year Founded: 1993

What We Do

Redwood Software is the leader in full stack automation for mission-critical business processes. With the first SaaS-based composable automation platform specifically built for ERP, we believe in the transformative power of automation. Our unparalleled solutions empower organizations to orchestrate, manage and monitor their workflows across any application, service or server – in the cloud or on premise – with confidence and control

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