Deal Desk Manager
The Role
We are seeking a Deal Desk Manager who will support the Sales organization by managing quote creation, pricing validation, and approval workflows. You will ensure transactional accuracy, accelerate time to quote, and protect pricing integrity. This position focuses on operational execution and process discipline while identifying automation opportunities within Salesforce and CPQ.
Working in conjunction with sales, solution engineers, marketing, finance, legal, and sales leadership, you will operate as a trusted operational partner to the sales team. You will manage competing priorities, uphold rigorous standards for accuracy and timeliness, and ensure all commercial documentation is precise, compliant, and audit ready.
What You Do
- Serve as the primary operational resource for quote and order form creation
- Identify non-standard deal terms and escalate to Finance or Legal per defined approval matrix
- Ensure adherence to our quote-to-contract processes and policies while effectively escalating new use-cases outside of the current approval matrix
- Support Sales in preparing pricing proposals in accordance with approved pricing guidelines and discount policies
- Support the organization in collaboration with sales, legal, accounting, and services in the development, coordination and delivery of legally binding order forms and contracts, ensuring high levels of quality, accuracy, and timely SLAs
- Manage Deal Desk workflow while constantly looking for ways to optimize processes
- Assist with post sales documentation review and ensure proper contract record retention
- Perform Salesforce enrichment, cleansing, and de-duplication of records
- Ensure accuracy and completeness of Salesforce data related to quoting and closed won opportunities
- Perform, document, and provide useful feedback on UAT activities related to enhancements and configuration of sales technologies and other business systems
- Generate and distribute standard operational reports related to quote volume, approval tracking, and turnaround times
What You Bring
Required Qualifications:
- 5-7 years of relevant experience in Sales Operations, Revenue Operations, Deal Desk or CPQ administration
- Working knowledge of business unit sales organizations and field sales operating practices (business analytics, contract analytics, pricing structures, sales tools, and basic training)
- Highly organized with strong communication skills and keen attention to detail
- Demonstrated ability to work across functions
- Accountable and willing to commit to high effort to ensure success
- Proactive in seeking answers through available resources and knowing when to ask for guidance
- Strong working knowledge of Microsoft applications
- Experience with CRM systems (Salesforce preferred)
Asset Qualifications:
- High energy, entrepreneurial spirit, passionate about being part of a growing business
- Strong attention to detail and process orientation
- Comfort working with pricing data and discount policies
- CPQ experience preferred
- SaaS subscription billing knowledge preferred
Note: This position requires a security clearance from the Government of Canada. Candidates must be legally authorized to work in Canada and must successfully obtain and maintain a Reliability security clearance. Please note that specific customer contracts may impose additional security verification requirements. Obtaining and maintaining all required security clearances is a condition of employment. For more information on the Government of Canada's security screening process, please visit Public Services and Procurement Canada.
Versaterm is committed to fair and equitable compensation that is competitive, consistent, and aligned with the value each role contributes to our organization. The starting salary for this position will be dependent upon many factors, such as the successful candidate’s skills, experience, education, training as well as internal equity, market data, and business needs. In addition to base salary and our comprehensive benefits offering, some roles may also be eligible for variable compensation such as incentive plans or discretionary performance bonuses.
