Senior Manager / Director, Deal Desk

Appdome

. Manage all deal desk processes, including intake, preparation, and issuance of sales quotes and expansions .

Posted 10/7/2026full-timeSan Francisco • California • United StatesSenior💰 $150,000 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing deal desk processes, including quoting, pricing configurations, and contract standardization. Proficient in CPQ software and CRM systems, with strong financial acumen and the ability to lead cross-functional teams effectively.

Highest-signal resume keywords

CPQ Software/PlatformsCRM SystemsFinancial AcumenB2B SaaS ExperienceTeam Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Deal Desk ManagementQuote PreparationPricing ConfigurationData Tracking and ReportingRevenue RecognitionSaaS Metrics KnowledgeContract StandardizationProcess ImprovementAnalytical SkillsProblem-Solving Skills

Soft Skills

Excellent Communication SkillsOrganizational SkillsAttention to DetailCollaboration SkillsIndependent Work Ability

Tools & Technologies

ExcelWordPowerPointDocuSignHubSpot

Industry Keywords

SaaS EnvironmentSubscription-Based BusinessB2B SalesLegal PerspectivesRevenue Operations

About the role

Key responsibilities & impact

Manage all deal desk processes, including intake, preparation, and issuance of sales quotes and expansions
Prepare and refine quotes and support the quoting process end-to-end
Work with Legal and Finance to maintain and improve quote workflows
Implement configurations and process changes related to pricing, discounting, contract terms, and approvals
Drive efficient and effective quoting through tools, processes, and best practices
Serve as a subject matter expert on CPQ quote automation software and CRM systems
Partner with Legal to standardize contract terms relevant to quoting and sales
Maintain deal desk data tracking and reporting, including monthly, quarterly, and annual reports
Provide regular training to Sales and Customer Success teams
Manage and scale a small team
Work cross-functionally with Sales, Legal, Finance, and Revenue Operations
Report directly to the General Counsel

Requirements

What you’ll need

Bachelor's degree in finance, accounting, or related field
8–10+ years of relevant professional experience in increasingly senior deal desk and/or revenue roles related to sales
Experience working in a fast-paced SaaS environment
Demonstrated experience with CPQ software/platforms and automation
Experience with CRM systems; HubSpot a plus
Proficient in Excel, Word, PowerPoint, and DocuSign
Strong ability to work independently and in collaborative cross-functional teams
Excellent communication skills and ability to navigate sales, finance, and legal perspectives
Highly organized with strong attention to detail, process thinking, and problem-solving skills
Experience working with distributed/global teams
Demonstrated experience in a B2B SaaS deal desk manager or similar role
Experience in SaaS or subscription-based businesses strongly preferred
Financial acumen and knowledge of revenue recognition
Ability to handle complex SaaS or technology deals
Ability to organize and prioritize activities
Organizational, follow-up, problem-solving, and analytical skills
Experience working directly with legal or contracts teams
Knowledge of SaaS commercial terms and metrics

Benefits

Comp & perks

Eligible for annual performance bonus
Eligible for equity
Comprehensive benefits package including medical, dental, vision, 401(k), paid time off, and other company-sponsored benefits
No relocation assistance provided