Manager, Deal Desk & Order Management
Doxel›
📍Remote
Posted 2w ago · via lever
Apply on lever→Job Description
The Role
We’re looking for a hands-on Manager, Deal Desk & Order Management to partner with Sales, Finance, Legal, and Customer Success in structuring, executing, and operationalizing commercial deals. Sitting within Finance, this role is the connective tissue between revenue growth and commercial discipline — balancing speed and flexibility with sound financial judgment.
This role is both strategic and hands-on: you’ll own the end-to-end process from deal structuring through order setup and invoicing, ensuring every closed deal flows cleanly through systems, reflects approved pricing, and supports accurate invoicing and revenue recognition. The ideal candidate combines analytical precision with operational rigor — equally comfortable in deal details and in building scalable frameworks that raise the bar for the business.
Why This Role Matters
This is a high-bar role for someone who wants to own the deal engine — not just review transactions. You’ll shape deal velocity and quality, improve operational accuracy, and build the infrastructure that allows the business to scale efficiently.
Your Day to Day
Deal Structuring & Approval
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Review and structure deals to balance growth, profitability, and risk while aligning with approved pricing, discount guardrails, and contract templates.
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Partner with Sales and Legal on pricing, terms, and non-standard requests.
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Own contract governance, including standard template usage, approval routing, exception handling, and coordination on customer paper.
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Own internal deal turnaround standards and ensure review requests are triaged and routed according to approval and legal complexity.
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Enforce pricing and discounting policies; escalate exceptions through the proper approval workflow.
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Advise executives on deal tradeoffs and financial implications with clear recommendations.
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Serve as the operational bridge between Sales, Finance, and Customer Success to ensure clean handoffs.
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Confirm all order data (billing start dates, payment terms, project start triggers) is accurately configured for invoicing.
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Coordinate activation events (usage go-live, project launch, delivery milestones) that drive billing and revenue recognition.
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Support accounting team as needed to troubleshoot and prevent discrepancies in account setup, PO matching, and system data syncs.
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Refine the end-to-end deal process — removing friction, simplifying approvals, and embedding accountability.
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Build scalable templates, playbooks, and dashboards to drive consistency and velocity.
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Establish and evolve guardrails (revenue recognition, approval thresholds, discount policy) that protect financial integrity while enabling speed.
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Drive automation and data-quality improvements across Salesforce, CPQ, and ERP systems.
- Act as a trusted advisor to Sales leadership and executives on commercial structure and execution.
- Partner with Legal on non-standard terms and contract governance.
- Collaborate with Customer Success and Finance to ensure downstream readiness for billing, provisioning, and reporting.
- Train and enable Sales on deal hygiene, pricing policy, and system best practices.
Post-Contract Coordination & Order Management
Process Design & Optimization
Cross-Functional Alignment & Enablement
What Success Looks Like
What You Bring
Benefits & Company Culture
Details
- Work Type
- remote
- Posted
- March 31, 2026
- Source
- lever