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Deal Desk Manager
Palo Alto Networks. Work with NAM Sales on Strategic, Enterprise, Commercial, or PubSec accounts .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Expertise in financial modeling, deal economics, and revenue recognition compliance, with strong capabilities in Salesforce and MS Excel. Proven ability to collaborate with cross-functional teams and provide strategic insights to drive deal closure and operational improvements.
Highest-signal resume keywords
Deals Desk ManagementFinancial AnalysisSalesforce ProficiencyMS Excel ProficiencyCross-Functional Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingData AnalysisRevenue Recognition ComplianceDeal EconomicsPricing Strategy
Soft Skills
Strong CommunicationOrganizational SkillsProblem-Solving SkillsRelationship BuildingIndependent Work
Tools & Technologies
SalesforceSteelbrick CPQMS Excel
Industry Keywords
Tech EnvironmentSales OperationsEnterprise AgreementsContract ManagementOperational Guidelines
About the role
Key responsibilities & impact- Work with NAM Sales on Strategic, Enterprise, Commercial, or PubSec accounts
- Provide senior leadership with financial models and evaluations of deal economics, commercial terms and conditions, and operational requirements
- Become an expert on CPQ (Steelbrick) quoting tools and review and enforce revenue recognition compliance
- Review and approve non-standard pricing requests escalated to executive manager level
- Analyze gross margin, revenue compliance, and non-standard terms requests on strategic deals, including Enterprise Agreements
- Partner with field sales to drive large deal closure and serve as a trusted advisor
- Liaise with finance, legal, order management, and other organizations throughout the agreement process
- Work with cross-functional stakeholders on deal solutions and documentation
- Ensure required approvals for discounts and contractual terms are obtained and documented
- Advise internal organizations on contract requirements, business terms, risks, opportunities, and strategic positioning
- Ensure adherence to policies, procedures, revenue recognition policies, and operational guidelines
- Evaluate processes and recommend improvements
- Deliver excellent customer service and meet deadlines through cross-functional communication
Requirements
What you’ll need- 7+ years experience as Deals Desk Manager in a tech environment, in a Finance/sales operation role, or related field
- Demonstrated capability to build strong working relationships with internal business units
- Ability to work independently in a fast-paced environment
- Experience with data analysis, modeling and/or financial analysis
- Intermediate/advanced Salesforce skills highly recommended
- Intermediate/advanced MS Excel skills highly recommended
- Strong communication, organizational, and problem-solving skills
- No immigration sponsorship; applicants must not require work visa sponsorship
Benefits
Comp & perks- Restricted stock units may be included
- Bonus may be included
- Reasonable accommodations for qualified individuals with disabilities or special needs