Deal Desk Operations Sr. Manager
As the Deal Desk Operations Sr. Manager, you will serve as a key business partner to Sales, Finance, Legal, and Customer Success teams. You will own the deal structuring, pricing governance, approvals workflow, and contract operations. Your primary objective will be to streamline the sales cycle while ensuring deals are structured in a way that supports company growth, compliance, and profitability.
What You Will Do:Deal Structuring & Pricing Governance
- Partner with Account Executives and Sales Leadership to structure complex deals and pricing models that meet customer needs and company goals.
- Maintain pricing policies, discount frameworks, and approval matrices.
- Provide guidance on non-standard deal terms and ensure alignment with legal, finance, and customer success policies.
Quote-to-Cash Process Ownership
- Manage the end-to-end deal desk process from opportunity to order, ensuring accurate configuration, pricing, and documentation.
- Improve the efficiency and accuracy of quotes, CPQ workflows, and contract generation.
- Oversee HubSpot, CPQ systems, and other related tools to ensure data integrity and process automation.
Cross-Functional Collaboration
- Work closely with Legal to streamline contract redlining and approvals.
- Coordinate with Finance on order booking, invoicing, and revenue recognition requirements.
- Provide feedback to Product and Marketing on deal trends and customer needs based on frontline interaction.
Enablement & Reporting
- Train and support Sales and Customer Success teams on deal desk processes and tools.
- Build dashboards and reports to track deal velocity, discounts, approval times, and other KPIs.
- Identify bottlenecks and lead initiatives to continuously improve the deal lifecycle.
- 2–4 years of experience in Deal Desk, Sales Operations, or Revenue Operations in a high-growth SaaS environment.
- Bachelor's degree in relevant field.
- Deep familiarity with B2B SaaS pricing, renewals, and contract structures (e.g., ARR, MRR, usage-based, multi-year).
- Hands-on experience with HubSpot CRM and CPQ systems (CPQ etc.)
- Strong analytical skills; proficient with Excel/Google Sheets, and reporting tools (e.g., Looker, Tableau).
- Excellent communication and collaboration skills across functions and levels.
- Experience leveraging AI-powered tools to streamline deal processes—such as using AI for contract review, pricing insights, forecasting support, or workflow automation–is preferred.
- The flexibility of working from our Austin, TX office three days a week (Tuesday, Wednesday, and Thursday), with the option to work remotely for the remainder of the week.
- Full medical, dental, and vision insurance
- 401(k) + employer match
- Access to cutting-edge AI tools, including ChatGPT Enterprise, to enhance productivity, support innovation, and streamline daily workflows
- Opportunities and development for career and personal growth
- Strong and experienced leadership that supports your growth and success
- An open-concept, modern workspace within an inclusive and dynamic scale-up culture
Stampli is revolutionizing financial operations with AI, far ahead of competitors. For nearly a decade, our AI assistant, Billy the Bot™, has set the industry standard—processing $100B+ in invoices annually and saving millions of labor hours for 1,600+ customers. More than automation, Billy transforms finance teams by freeing them of manual work.
Our explosive growth places us among the top tech companies at our stage, with exceptionally low churn. After conquering the Accounts Payable space, we're now revolutionizing the entire procure-to-pay (P2P) lifecycle with our new platform that "connects every dot from request to reconciliation."
What sets us apart? We adapt to customers—not the other way around—integrating with 70+ ERPs in weeks, not months. Our customer-first approach extends to our award-winning workplace culture, with vibrant, global offices. We've earned multiple Comparably awards, including Best Company Outlook, Work-Life Balance, Compensation, Happiness, and Perks & Benefits.
Here at Stampli, we build exceptional products with exceptional people. Join our dynamic team where your career will thrive in an environment that champions creativity, collaboration, and growth!
REQUIREMENTS
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