Senior Manager / Director, Deal Desk

Appdome

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

Posted 10/8/2026full-timeSan Francisco • California • United StatesSenior💰 $150,000 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing deal desk processes, including quoting, pricing configurations, and contract terms, while leveraging CPQ software and CRM systems. Proven ability to collaborate cross-functionally and provide training on quoting best practices in a fast-paced SaaS environment.

Highest-signal resume keywords

CPQ Software/PlatformsCRM SystemsDeal Desk ManagementFinancial AcumenSaaS Environment Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quoting Process ManagementPricing ConfigurationContract Terms StandardizationData Tracking and ReportingExcel ProficiencyAutomation ImplementationAnalytical SkillsAttention to DetailProblem-SolvingProcess Improvement

Soft Skills

Excellent CommunicationOrganizational SkillsCollaborationIndependent WorkFollow-Up

Tools & Technologies

HubSpotDocuSignPowerPointWordExcel

Industry Keywords

B2B SaaSRevenue RecognitionSaaS Commercial TermsSales QuotesSubscription-Based Business

About the role

Key responsibilities & impact

Manage all deal desk processes, including intake, preparation, issuance, and management 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 aligned with legal and commercial requirements
Implement configurations and process changes related to pricing, discounting, contract terms, and approvals
Drive efficient quoting through tools, processes, and best practices
Serve as 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 training to Sales and Customer Success teams on quoting processes, requirements, and best practices
Report directly to the General Counsel
Manage and scale a small team
Collaborate cross-functionally with Sales, Legal, Finance, and Revenue Operations teams

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 use of automation
Experience with CRM systems; HubSpot is a plus
Proficient in Excel, Word, PowerPoint, and DocuSign
Ability to work independently and in collaborative cross-functional teams
Excellent communication skills and ability to navigate sales, finance, and legal perspectives
Strong organizational, attention-to-detail, process-thinking, problem-solving, follow-up, and analytical 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
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 is provided