Canopy

Deal Desk Manager

Canopy$90K — $120K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in deal desk, ideally within SaaS or recurring-revenue industries.
  • Experience in building or leading a deal desk function or similar cross-functional project.
  • Strong technical knowledge of SaaS contracts, pricing structures, and financial modeling.
  • Proficient in Salesforce and Excel/Google Sheets; familiarity with CPQ or CLM tools preferred.
  • Excellent communication skills for synthesizing complex information and influencing stakeholders.
  • Detail-oriented with a focus on streamlining and scaling business processes.
  • Bachelor's degree in Finance, Business, Accounting, or a related field required; MBA is a plus.

Responsibilities

  • Design and implement the Deal Desk function, including strategy and workflows.
  • Manage day-to-day review and approval of deal requests, ensuring compliance and timeliness.
  • Advise on structuring competitive and financially sound deals in partnership with Sales.
  • Collaborate with finance teams to analyze deal profitability and revenue recognition.
  • Identify and resolve bottlenecks to enhance deal cycle efficiency and accuracy.
  • Facilitate alignment across Finance, Sales, and Legal on pricing and contract strategies.
  • Track and report key metrics related to deal performance to leadership.

Benefits

  • Flexible Paid Time Off and 10 company holidays.
  • Comprehensive health benefits including Medical, Dental, Vision, and HSA match.
  • 401(k) with 100% match up to 3%, immediate eligibility and 100% vesting.
  • Access to mental health resources including EAP and Impact Suite.
  • Paid leave for new parents and birthing parents to support family needs.
  • Supplemental benefits like Basic Life & AD&D insurance, plus long & short-term disability coverage.
  • Peer recognition program and regular company events to foster community.
Full Job Description
Deal Desk Manager

Canopy, South Jordan, UT

The Opportunity

We're looking for a strategic and collaborative Deal Desk Manager, to build and scale our deal desk operations from the ground up. Reporting to the Controller, you'll be a key player in driving efficient deal execution while ensuring strong financial outcomes. This is a high-impact role that partners closely with Sales, Finance, and Legal to guide deal structure, pricing strategy, and contract processes.

If you're energized by building systems, aligning cross-functional teams, and helping deals move faster and smarter, this is your opportunity to lead the charge.

This is a hybrid position in South Jordan, Utah (M, W, F in-office).

What You'll Do
  • Design the Deal Desk Function: Build out deal desk strategy, frameworks, and workflows-including approval policies, escalation paths, and discounting guidelines.
  • Lead Day-to-Day Operations: Manage the review and approval of inbound deal requests, ensuring accuracy, compliance, and timely support to Sales teams.
  • Serve as a Strategic Advisor: Partner closely with Account Executives and Sales leadership to structure competitive, scalable, and financially sound deals.
  • Support Financial Analysis: Collaborate with the Controller and FP&A team to assess deal profitability, ARR impact, and revenue recognition considerations.
  • Drive Process Improvement: Identify bottlenecks and implement improvements to reduce deal cycle time, improve accuracy, and enhance visibility.
  • Ensure Cross-Functional Alignment: Liaise between Finance, Sales, RevOps, and Legal to align on pricing strategies and contract requirements.
  • Develop Reporting & Insights: Track key deal metrics (e.g., approval turnaround, discounting trends, margin impact) and present findings to leadership.
  • Lay the Foundation for Scale: Document deal desk playbooks, approval policies, and training resources to support company growth.


What We're Looking For
  • Experience: 5+ years of experience in deal desk-preferably in SaaS or recurring-revenue businesses.
  • Leadership: Experience building or leading a deal desk function or similar cross-functional initiative.
  • Technical & Financial Acumen: Strong understanding of SaaS contracts, pricing structures, ARR, revenue recognition principles, and financial modeling.
  • Tools Knowledge: Proficient in Salesforce and Excel/Google Sheets; experience with CPQ tools or contract lifecycle management (CLM) systems a plus.
  • Strong Communicator: Ability to synthesize complex information and influence stakeholders across departments.
  • Operational Mindset: Detail-oriented with a drive to streamline, standardize, and scale business processes.
  • Education: Bachelor's degree in Finance, Business, Accounting, or a related field required; MBA or advanced degree is a plus.


Bonus Points If You:
  • Have supported or built a deal desk function at a growth-stage SaaS company
  • Can translate between Sales speak and Finance speak without missing a beat
  • Thrive in environments where you can build, iterate, and optimize from scratch
  • Bring a collaborative, low-ego approach to cross-functional problem solving

We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.

Why You Want to Work Here

Flexible Paid Time Off - you're actually encouraged to use, plus 10 company holidays!

♥ Health Benefits - including Medical, Dental, and Vision and an HSA Match.

401(k) - we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.

Mental Health - all employees have access to Impact Suite & to our Employee Assistance Program (EAP).

Paid New Parent Leave & Birthing Parent Leave - so you're able to care for your little ones.

+ Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.

Nectar - our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!

Company Events - including monthly company-wide meetings, summer parties, and more.

ERG Committees - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.

Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We've got you covered.

Our Values

We approach our work every day with a few things in mind:

Own - We own this place! We focus on outcomes, holding ourselves & each other accountable.

Win - We win by delighting our customers with the very best products and services.

Do Good - We work hard to be good people!

Embrace Curiosity & Candor - We approach everything with curiosity & we understand that candor is kindness and give the gift of feedback.

Act Startup Fast - We know the best way to become a world-class company is to always act like a tiny startup: fast, hungry, intense, and scrappy. But especially fast.

Interviewing @ Canopy

Application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:
  • Once your application is received, we will review it and get back to you if we feel like it's a mutual fit!
  • 20-minute phone call with the People Team
  • 45-60-minute video or in-person interview with the Hiring Manager
  • 1-3 rounds of interviews, depending on the role
  • Final Interview

Interview processes can vary depending on the role. The People Team will give you a role-specific overview of the process during your first phone call.

Remember: This is your interview too! We know candidates are evaluating us just as much as we are them. We encourage you to bring questions to each of your interviews-our hiring teams will always make sure to save time for questions at the end!

About Canopy

The Canopy Group is an American investment and property management firm founded by Ray Noorda in 1995 through the Noorda Family Trust. It is headquartered in Lindon, Utah. At various times it has consisted of, or been known as, Canopy Technologies, Canopy Properties, and Canopy Ventures. The Canopy Group served as the parent company of various start-up technology companies. It was one of the first venture capital firms in the Utah area and, investing in over a hundred such companies, became a pioneer in the Utah high-technology space. One of the most well-known companies it invested in was The SCO Group. Canopy divested itself of SCO in 2005 with the settlement of the Yarro case. In 2011, Canopy's technology venture arm was purchased by Signal Peak Ventures. Today, Canopy provides real estate and rental space to high-tech companies.
Learn more about Canopy

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