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Job Description
- We are looking for a hands-on Deal Desk professional to accelerate policy-aligned deal execution and serve as a trusted advisor to Sales and key stakeholders. You will resolve complex pricing and deal-structure questions with urgency and confidence, and continuously improve processes to help deals close faster and cleaner.
- 11:00pm- 7:00am IST (non-negotiable) to support US Pacific Coast business hours (9:30am-5:30pm PT). Month-end and quarter-end periods may require extended hours and occasional weekend support, as needed to meet business demands.
- Own the Deal Desk process end-to-end, including request intake, pricing support, approvals, contract creation support, and follow-ups required to advance opportunities.
- Modify and manage quotes and order forms, ensuring accuracy and compliance with bookings policies.
- Lead the day-to-day deal approval process in Salesforce, including managing SLAs, tracking requests, and routing approvals to unblock deals.
- Manage deal exceptions and escalations end-to-end, coordinating rapid internal alignment on non-standard requests while protecting commercial guardrails and future ARR.
- Partner with Finance, Legal, and Professional Services to ensure smooth deal execution and consistent internal alignment.
- Partner with Sales to develop deal strategies and winning negotiation positions, structuring commercial terms that accelerate close velocity while protecting long-term renewal and expansion ARR.
- Communicate deal value through clear, detailed proposals and stakeholder updates to support timely decision-making.
- Align to assigned territories and attend forecast calls to support pipeline execution and deal progression.
- Identify recurring issues, bottlenecks, and quality gaps in deal execution; recommend process improvements and opportunities for automation.
- 12-18 years of experience in Deal Desk, Revenue Operations, Sales Operations, Finance, Sales, or similar roles, ideally in a SaaS or high-growth tech environment.
- Proven experience in a B2B SaaS Deal Desk or Revenue Operations environment, including quote and order management and approval workflows.
- Responsive and detail-oriented; able to manage multiple concurrent deal requests while maintaining accuracy under deadline pressure.
- Salesforce experience required, including managing request intake and tracking.
- Demonstrated ability to operate independently and prioritize effectively in a fast-paced environment.
- Strong cross-functional collaboration and communication skills, with the ability to influence stakeholders and manage agreements with clarity and urgency.
- Demonstrated flexibility to take on varied responsibilities and adjust quickly to changing priorities.
- Continuous improvement mindset, with the ability to challenge the status quo and refine processes.
Skills
Revenue OperationsSalesforceSales OperationsAutomationOrder ManagementComplianceContract Creation SupportFinanceOperationsIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
AppZen is an artificial intelligence platform for modern finance teams, helping them to reduce spend, comply with policy, and streamline process. AppZen is the leader in Finance AI software empowering autonomous finance operations for modern finance teams. Our patented Mastermind AI accurately. AppZen is a San Jose-based company that provides an AI-based auditing platform for finance teams.
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