Responsibilities

The Deal Desk Manager will be responsible for managing order processes and supporting deal desk activities in the North America region. Reporting into the Director of Global Deal Desk in the US, this role requires 3 to 5 years of experience in order management and deal desk responsibilities, ensuring smooth and efficient sales operations. Ability to manage multiple priorities and work cross functionally is a must.
Commercial & Deal Structuring: Partner with Sales reps and leadership to structure complex, non-standard enterprise deals (custom discounts, ramp structures, multi-year commitments) balancing speed-to-close with business guardrails.
Deal Desk Support & Governance: Review and approve sales deals in alignment with corporate approval matrices, discounting policies, and revenue recognition guidelines.
Order Management: Manage and process sales orders, ensuring accuracy and timely fulfillment.
Tax & Regional Compliance: Ensure deals adhere to US, Canada, and Mexico tax rules by enforcing proper collection of tax exemption certificates, cross-border withholding tax (WHT) documentation, DTAA forms, and tax residency paperwork prior to deal completion.
Finance & Provisioning Alignment: Coordinate with Finance and Provisioning teams to ensure accurate billing setup, multi-currency handling, and timely provisioning of software.
Legal Collaboration: Work cross-functionally with Legal using our Streamline AI tool to manage contract reviews, routing, redlines, and approvals.
Security & Vendor Approvals (RFP & VRA): Coordinate, complete, and submit Requests for Proposals (RFPs) and Vendor Risk Assessments (VRAs) to clear compliance hurdles for North American enterprise buyers.
Sales Enablement & Training: Provide training and support to the sales team on order management, legal workflows, approval thresholds, and deal desk processes to reduce contract turnaround times.
CRM Maintenance & Data Integrity: Maintain and update sales order records in the CRM system to ensure data accuracy and integrity across all sales operations activities.
Process Efficiency & Optimization: Identify bottlenecks in the quote-to-cash cycle and assist in developing and implementing process strategies and initiatives to operate more efficiently.
Issue Resolution: Resolve any issues related to sales orders and deal approvals promptly.

Deal Desk Manager, US - West Coast at horizon3ai · LumiJobs

Deal Desk Manager, US - West Coast

Responsibilities

Qualification

Required

Benefits

Company

horizon3ai

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