Are you a strategic thinker who thrives on balancing customer needs with business objectives? Do you excel at structuring and optimizing complex deals while ensuring compliance with company policies? Are you eager to collaborate with sales, legal, and finance teams to drive impactful business outcomes? If so, we invite you to be a part of our innovative team.

At Ridgeline, the Deal Desk team is a cornerstone of our Sales Operations team, providing the expertise and structure needed to enable sales success. As a key contributor to this team, you’ll play a pivotal role in shaping deal strategies, ensuring operational efficiency, and influencing Ridgeline’s growth trajectory. Working closely with Legal, Finance, and Product teams, you’ll help navigate complex deals and provide insights to drive better decision-making. This role offers the opportunity to work with cutting-edge tools and technology, including AI-driven solutions like ChatGPT and Evisort, as you streamline deal workflows and enable scalable processes.

What will you do?

Partner with sales teams to structure and approve complex deals that align with business objectives and comply with company policies.
Provide strategic guidance on pricing, discounting, and contract terms to optimize deal profitability and competitiveness.
Serve as the primary point of contact for deal-related inquiries, escalations, and approvals.
Review, negotiate, and redline customer contracts in partnership with Legal, including NDAs, MSAs, order forms, and SOWs to minimize risk and ensure compliance.
Collaborate with the Legal team to address escalations and ensure contracts align with regulatory and organizational standards.
Act as the initial negotiator for terms and conditions, striking a balance between customer requirements and business goals.
Develop and refine deal desk processes to improve efficiency and reduce cycle times.
Implement best practices and tools to streamline approval workflows and enhance collaboration across functions.
Ensure accurate and timely input of deal information into CRM systems, CLM systems and other platforms.
Track deal metrics, generate reports, and provide actionable insights into deal performance and trends.
Identify opportunities to improve deal structures, strategies, and processes based on market and historical data.
Collaborate with Finance and Sales Operations teams to align deal desk performance with overall revenue goals.
Support product launches by developing and implementing pricing and packaging strategies.
Provide leadership with feedback on challenges and opportunities identified through deal desk activities.

Desired Skills And Experience

Bachelor’s degree in Business, Finance, or a related field.
5+ years of experience in sales operations, deal desk, or a similar role.
Strong understanding of pricing strategies, contract management, and sales processes.
Proficiency with CRM systems such as Salesforce and sales enablement tools.
Excellent analytical skills to evaluate complex deal structures and provide data-driven solutions.
Strong communication and interpersonal skills to effectively collaborate with cross-functional teams.

Bonus

- Experience in SaaS or technology industries.
- Familiarity with CPQ (Configure, Price, Quote) tools and processes.
- Background in financial modeling or contract negotiation.
- Ability to thrive under tight deadlines and juggle multiple priorities.
- Demonstrated success in influencing stakeholders and driving strategic decisions.

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation And Benefits

The cash compensation amount for this role is targeted at an On-Target Earnings of $219,000 - $254,000. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product.

In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.

Ridgeline

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Senior Deal Desk Manager