Deal Desk Manager

Who We Are

Having surpassed $300M ARR and continuing to grow, Optro is the leading audit, risk, ESG, and InfoSec platform on the market. More than 50% of the Fortune 500, including 7 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. And our customers love us: Optro is top-rated on G2.com and Gartner Peer Insights.

At Optro, we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our company and our surrounding communities. We are all about assisting each other and breaking through barriers to create the most loved audit, risk, ESG, and InfoSec platform by our customers. This is how we have become one of the 500 fastest-growing tech companies in North America for the seventh year in a row, as ranked by Deloitte!

Why This Role is Exciting: 

At Optro we are building out a world-class revenue organization with proven leaders from the SaaS and audit, risk, and compliance industries. We believe RevOps is the catalyst that makes the GTM engine run. In particular, we believe that a world-class Deal Desk function can increase our win rate, drive up our average selling price, and reduce our sales cycles. 

We are looking for an experienced Deal Desk Manager who feels the same way and wants to help build a world-class GTM engine. The Deal Desk Manager will sit at the intersection of Sales, Legal, Finance, and Product Marketing, acting as a strategic advisor, managing deal flow and driving growth while minimizing sales cycle times. This person will act as an escalation point on deal exceptions and will be a go to advisor for Sales and Sales Leadership. 

Location:: EST/CST time zone (REMOTE)

Responsibilities:

• Manage complex, nonstandard deals with multiple cross-functional partners

• Provide guidance to Account Executives/Sales Management on deal structuring in a way that meets customers' requirements, sets them up for maximum success, and maximizes ARR

• Partner with Sales to ensure opportunities are properly created and tracked in Salesforce including stage, probability, booking amount, and various other required fields

• Partner with Finance and Legal teams to craft contractual language to ensure transactions comply with revenue recognition and business operational policies

• Drive consistency across deal process by helping to optimize, streamline, and align quote-to-cash processes

• Owns day-to-day quote management and pricing approvals, ensuring compliance with published sales and business approval policies

• Serve as the main point of contact for our Sales team on all operational deal components

• Monitor deal progress and support Sales with closing bookings

• Support the organization with special projects as needed

• Partner with the GTM Systems teams to facilitate process and system improvements, sales enablement and other special projects related to Quote to Cash (developing documentation / testing / policies, etc)

• Establish metrics and processes to improve business visibility and consistency of practices across teams

Attributes for a Successful Candidate:

• 5 yrs minimum of Experience in Deal Desk

• Self-motivated and able to work under pressure; diligent with deliverables and deadlines

• Proven success supporting and advising SaaS Sales teams

• Proven success partnering closely with cross-functional teams such as Sales, Legal, and Finance

• Experience working with remote sales and business partner teams

• Dedication to excellent customer service

• Strong oral and written communication skills with the ability to synthesize and effectively communicate information across teams

• Proven project management experience and ability to own and run deals end-to-end

• Highly organized, strong attention to detail, and goal oriented

• Ability to work independently and multitask effectively

• Innate curiosity and not afraid to ask thoughtful questions

• Positive, Energetic, dedicated, and ambitious

• Salesforce CPQ experience preferred

• Strong understanding of ARR / TCV

*perks may vary based on eligibility/location

Our Company Values

• Customer obsession: It starts and ends here. Consistently ask yourself how what you’re doing creates value for our customers. It’s a mindset.

• Gritty resilience: Make it happen. Find a way. Move fast, stay positive, and do what it takes.

• Drive innovation: Create the future. Continuously improve what exists and invent what’s next.

• Win, together: One team. No silos, no egos. Drive to be the best and support each other’s success.

• Growth mindset: 10x, not 10%. Think in orders of magnitude, not increments. Seek feedback, learn, and improve.
  

Please note that background checks are required. Qualified Applicants with arrest or conviction records will be considered for Employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. This role may have access to highly sensitive data, including employee data, customer data, company financials, and proprietary product information.

We love building strong partnerships, but please note that Optro cannot accept unsolicited resumes from agencies. Any submissions without a signed agreement in place will not create a fee obligation.

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