Deal Desk Manager

🕒 May 26

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Optro

501 - 1000 employees

Founded 2014

☁️ SaaS

📋 Compliance

🤖 Artificial Intelligence

SaaS • Compliance • Artificial Intelligence

Optro is an enterprise software company (formerly AuditBoard) that provides an AI-powered Governance, Risk, and Compliance (GRC) platform for large organizations. Its cloud-based system connects audits, controls, risk assessments, third-party risk, and compliance frameworks into a unified operational model that continuously monitors evidence, surfaces control failures, and automates assurance workflows. Optro targets enterprises and regulated organizations seeking to scale risk programs, improve visibility and compliance, and leverage domain-trained AI to move from reactive oversight to proactive risk management.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• Launch a career at one of the fastest-growing SaaS companies in North America and EMEA! • Live your best life (LYBL)! $200/mo for anything that enhances your life • Comprehensive employee health coverage • 401(k) with company match • Competitive compensation & bonus program • Flexible vacation (exempt) / Accrued vacation (non-exempt) • Time off for your birthday & volunteering • Employee resource groups • Opportunities for team and company-wide get-togethers! • Parental Leave

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