Workato

Deal Desk Manager

Workato$100K — $120K *
Enterprise Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in a deal desk role, preferably within SaaS or enterprise software
  • Proficiency with Salesforce and Salesforce CPQ tools
  • Strong analytical abilities for deal structuring and booking
  • Effective communication skills across Sales, Finance, and Legal departments
  • Ability to independently understand and manage existing processes quickly
  • Strategic mindset for complex deal assessments and recommendations
  • Judgment to balance policy adherence with necessary escalations

Responsibilities

  • Own the entire deal desk process and act as the primary escalation point for deal strategy and structuring
  • Review and approve complex deals ensuring compliance with pricing and contract policies
  • Evaluate pricing exceptions, only escalating when necessary
  • Maintain existing deal approval workflows and CPQ processes without major changes
  • Ensure tooling for pricing and approvals runs smoothly, coordinating with Business Technology
  • Support month-end and quarter-end closing activities with timely deal documentation
  • Serve as the main contact point for various departments on deal execution and provide training on best practices

Benefits

  • Flexible work hours to accommodate personal needs
  • Opportunity to work independently in a fast-paced environment
  • Gain experience in a well-established deal desk function
  • Be a part of a collaborative cross-departmental team
  • Possibility of permanent position after coverage period based on performance
Full Job Description
Responsibilities

We're looking for an experienced, highly autonomous Deal Desk professional to cover a maternity leave for our Deal Desk Manager (approximately 6-8 months). This is an individual contributor role - no direct reports - responsible for owning the deal desk function end-to-end while our manager is out: managing complex deal reviews, pricing and discounting exceptions, and cross-functional execution across Sales, Finance, Legal, and Business Technology.

You'll be stepping into an established function, so the priority is continuity: keep deals moving, hold the line on existing policy and governance, and know when to flag something rather than change it unilaterally. If you're the kind of person who can absorb context fast, run a function solo, and be the steady, senior voice Sales turns to under pressure, we'd love to hear from you.

In this role, you will also be responsible to:

Deal Desk Ownership & Deal Structuring
  • Own the deal desk queue end-to-end and serve as the primary point of escalation for Sales, Finance, and Leadership on deal strategy and structuring
  • Review and approve complex, high-impact deals (non-standard terms, discounting, multi-year and ramp structures), ensuring compliance with existing pricing and contract policy
  • Evaluate and resolve pricing exceptions, escalating only where existing guidance doesn't clearly cover the situation

Process & Tooling Continuity
  • Maintain and enforce existing deal approval workflows and CPQ processes; flag inefficiencies or gaps discovered during the coverage period rather than overhauling process unilaterally
  • Keep approval and quoting tooling running smoothly, looping in Business Technology on any issues that arise
  • Support month-end and quarter-end close activities, ensuring deals are properly documented and approved on time

Cross-Functional Collaboration
  • Operate as the steady, go-to point of contact for Sales, Legal, Finance, Customer Success, and Business Technology on deal execution
  • Provide ongoing training and guidance to Sales teams on quoting, pricing, and contract negotiation best practices
  • Keep leadership informed on deal desk health, open risks, and outstanding items ahead of the manager's return
Requirements
Qualifications / Experience / Technical Skills
  • Prior experience in a deal desk role - ideally in a SaaS or enterprise software environment
  • Expertise in Salesforce and Salesforce CPQ (or similar tools)
  • Strong analytical skills to advise on deal structuring and booking
  • Strong cross-functional communicator, comfortable working with stakeholders from Sales to Finance to Legal
Soft Skills / Personal Characteristics
  • Fast Ramper: able to absorb existing process and context quickly and operate independently from day one, with minimal handholding
  • Strategic Thinker: able to assess complex deals and recommend win-win solutions for customers and internal teams
  • Sound Judgment: knows when to hold the line on existing process versus when to escalate
  • Highly Collaborative: comfortable being the face of the deal desk function across multiple departments
  • Resilient & Agile: able to work extended hours during quarter-end periods (Jan, Apr, Jul, Oct) to support critical deal closures

#LI-NJ1

(REQ ID: 2937)

About Workato

Workato is an enterprise automation platform that allows businesses to integrate their applications and automate their workflows. The company's platform uses AI and machine learning to help businesses streamline their operations and improve their productivity. Workato offers pre-built integrations for over 1,000 applications, as well as a drag-and-drop interface for creating custom integrations. The company was founded in 2013 and is headquartered in Redwood City, California.
Learn more about Workato
Size
500 employees
Industry
Founded
2013

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