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Deal Desk Manager
2 semanas atrás
Global GTM Operations Team Lead
">We are a foundational team building the data infrastructure, systems, and processes that support our GTM organization and directly impact the customer experience.
As the Deal Desk lead, you will manage the deal desk and renewal function for the Brazil Sales team — currently our largest region. You will support the Sales and Customer Success teams in structuring and approving deals, coordinating renewal workflows, ensuring pricing consistency, and serving as a connective layer between frontline teams and back-office systems.
Responsibilities:Analyze and structure sales and renewal agreements to meet customer needs and internal policies.Evaluate deal profitability, compliance risks, and revenue recognition impact.Guide Sales and CS teams on pricing, discounts, and deal structures.Work closely with Legal, Finance, and Sales to secure approvals and resolve blockers.Manage and improve the deal desk and renewal workflows to drive efficiency.Ensure deals follow company policies, legal standards, and margin guidelines.Create dashboards and reports on deal trends, pipeline, and performance.Identify risks early in negotiations and take action to mitigate them.Share best practices and standardize templates for repeatable deal types.Improve CRM workflows (HubSpot) and integrate deal desk data.Help automate approval processes and improve deal forecasting.Document processes and train GTM teams on deal desk usage.Requirements:3+ years of experience in Deal Desk, Sales Ops, Revenue Ops, or Commercial Finance, preferably in a fast-paced B2B SaaS environment.Deep understanding of deal structures, commercial terms, and B2B pricing models.Strong working knowledge of CRM and CPQ systems (HubSpot and Pandadoc are a plus), with experience building scalable workflows and approval processes.Ability to work cross-functionally with Sales, CS, Legal, and Finance to resolve deal blockers and increase velocity.Excellent problem-solving skills with a drive for automation and scale.Ability to collaborate across teams and communicate technical concepts to non-technical stakeholders.Comfortable working independently in a fast-paced environment.Alignment with Tractian's mission and values.
The ideal candidate has a proven track record in deal desk management, sales operations, or revenue operations, with a strong understanding of commercial finance principles.
The role requires excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams.
Previous experience with HubSpot and Pandadoc is highly desirable.
A Bachelor's degree in Business Administration, Finance, or related field is required.
Experience in a fast-paced B2B SaaS environment is a significant advantage.
Knowledge of CRM and CPQ systems, including workflow design and approval processes, is essential.
