Deal Desk Advisor

Strategic Deal & Pricing Leadership 

• Serve as a senior advisor and escalation resource for complex, non-standard, or high-risk deals, applying broad commercial and financial expertise to unique and ambiguous scenarios. 

• Provide strategic pricing and deal-structuring guidance to ensure alignment with business unit strategy, margin objectives, client requirements, and enterprise policies. 

• Independently evaluate trade-offs between revenue opportunity, financial risk, operational feasibility, and long-term scalability. 

• Influence deal strategy and outcomes through principled judgment rather than transactional ownership. 

Quote & Salesforce Enablement 

• Provide expert advisory support for complex deal quoting, leveraging deep knowledge of Salesforce, product configuration logic, pricing constructs, and system integrations. 

• Ensure complex opportunities are commercially sound, fully vetted, and approval-ready prior to submission. 

• Establish standards and best practices that enable sellers and downstream teams to execute simpler deals independently. 

Binding Agreement & Contract Support 

• Act as a subject matter expert on existing client agreements, pricing constructs, and commercial terms. 

• Partner closely with Sales, Legal, and Finance to identify material contractual risks, non-standard terms, and downstream implications. 

• Support resolution of complex deal issues through interpretation, guidance, and escalation—not direct contract ownership. 

Pricing Infrastructure & Governance Ownership 

• Own and govern pricing frameworks, product configurations, and price books to ensure consistency, scalability, and ease of use across the organization. 

• Lead enterprise discounting governance, including approval frameworks, delegation of authority (DOA) adherence, and policy compliance. 

• Evaluate and refine pricing controls to balance speed, flexibility, and financial discipline 

Deal Velocity & Execution Discipline 

• Act as an escalation point to prevent stalled or misaligned deals while maintaining appropriate governance controls. 

• Identify systemic bottlenecks, unclear ownership, or approval friction and drive cross-functional resolution. 

• Reinforce accountability and decision discipline across stakeholders involved in complex transactions. 

Process Optimization & Scale 

• Continuously assess deal desk operating models, processes, and tools to reduce manual effort and improve cycle time. 

• Partner cross-functionally to drive standardization, automation, and clear role delineation across Sales, Legal, Finance, and Operations. 

• Lead or contribute to initiatives that evolve the commercial operating model in support of scalable growth.  

Leadership, Influence, and Thought Partnership  

• Serve as a trusted advisor to senior Sales leadership, Finance, Legal, and Product stakeholders. 

• Influence outcomes without direct authority by setting standards, aligning stakeholders, and reinforcing governance expectations. 

• Mentor and develop Deal Desk and commercial operations talent by modeling strategic thinking, risk awareness, and enterprise perspective. 

• Be recognized internally as a subject matter expert for complex deal strategy and pricing governance 

Qualifications & Experience: 

Required - 

• 12+ years of progressive experience in Deal Desk, Pricing, Commercial Operations, Finance, or related disciplines. 

• Demonstrated success advising on complex, non-standard enterprise deals involving ambiguity and material financial risk. 

• Deep understanding of pricing models, margin analysis, discount governance, and commercial approval frameworks. 

• Advanced, hands-on expertise with Salesforce (or equivalent CRM) and complex deal workflows. 

• Proven ability to influence cross-functional leaders and drive outcomes without formal authority. 

Preferred - 

• Experience leading deal desk transformation or scaling a commercial operating model. 

• Familiarity with SaaS, data, analytics, and services-based business models. 

• Experience designing pricing frameworks, approval matrices, and seller self-service enablement models. 

• Background serving as a recognized SME or thought partner across multiple business units.