Deal Desk Operations Lead

🔥 0 minutes ago

🗽 New York – Remote

🗽 New York – Remote

⏰ Full Time

🟠 Senior

⚙️ Operations

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Triple Whale 🐳

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

📣 Marketing

🛍️ eCommerce

Consulting • Marketing • eCommerce

Triple Whale is a comprehensive data platform designed for business intelligence, analytics, and marketing efficiency. It consolidates first-party and zero-party data into a single source of truth, offering brands reliable insights and powerful tools for data-driven decisions. Its features include AI-powered insights with Moby, customizable dashboards, forecasting tools, and integration with various e-commerce and marketing platforms. Trusted by over 20,000 brands, Triple Whale facilitates strategic growth, operational efficiency, and enhanced customer engagement through advanced data analytics and automation solutions.

📋 Description

• Assess and improve Deal Desk processes across discounts, approvals, renewals, billing exceptions, credits, refunds, pauses, usage-based pricing, and commercial concessions • Support Account Executives and Account Managers with non-standard deal structures, pricing guidance, discounting questions, customer-specific exceptions, and migration scenarios • Maintain discount thresholds, approval requirements, escalation paths, and audit expectations • Manage intake, routing, follow-up, and resolution of commercial exceptions • Coordinate renewal timing, scheduling, handoffs, and operational follow-through • Support customer migrations by surfacing renewal timing, exception categories, discount implications, system requirements, and review needs • Clarify workflows for credits, recurring usage, add-ons, feature access, and billing-related requests • Design and deliver training materials and operational trainings for Sales, CS, Renewals, and other teams • Create leadership visibility into discount usage, exception trends, renewal status, migration progress, approval bottlenecks, and system gaps • Partner cross-functionally to ensure Deal Desk workflows are understood, followed, and continuously improved • Translate Deal Desk workflow requirements into tooling requirements and help evaluate Deal Desk, CPQ, or approval workflow platforms

🎯 Requirements

• 6+ years of experience in Deal Desk, Revenue Operations, Billing Operations, Sales Operations, Pricing Operations, SaaS Operations, or similar GTM operations • Strong understanding of SaaS billing, subscriptions, renewals, discounting structures, credits, add-ons, quote-to-cash workflows, Deal Desk systems, and commercial approvals • Experience diagnosing and improving Deal Desk, approval, renewal, billing exception, or quote-to-cash workflows • Experience supporting Sales, Account Management, CS, or Renewals teams with non-standard pricing, commercial terms, approvals, or deal structures • Experience with HubSpot, Salesforce, Stripe, Chargebee, NetSuite, Ironclad, DocuSign, Jira, or Deal Desk / CPQ tooling • Experience managing cross-functional workflows across Sales, CS, Renewals, Finance, RevOps, BizOps, Product, and/or internal systems teams • Strong operational judgment around process creation, simplification, and escalation • Ability to turn ambiguous business needs into clear operating rules, workflows, and requirements • Comfort working with billing systems, CRM systems, approval workflows, contracts, and internal tooling • Strong attention to detail where accuracy, approvals, and customer impact matter • Ability to build trust with commercial teams while maintaining process discipline • Strong communication skills and ability to explain policy, process, and tradeoffs clearly • Ability to create training materials, field guidance, enablement resources, and process documentation • Nice-to-have: Deal Desk, CPQ, CLM, or approval workflow software implementation or evaluation experience • Nice-to-have: SaaS pricing, packaging, renewals, migrations, usage-based pricing, or billing workflow experience • Nice-to-have: Customer migration, packaging transition, or legacy plan cleanup experience • Nice-to-have: Discount reporting, approval dashboards, Deal Desk SLAs, or renewal cadence experience • Nice-to-have: ASC 606 and revenue recognition knowledge • Nice-to-have: Usage-based pricing, credits, AI usage, or add-on monetization familiarity • Nice-to-have: Basic SQL or data-analysis skills • Nice-to-have: Fast-moving, high-growth environment experience

🏖️ Benefits

• Compensation benchmarked by function, level, and location • Competitive target salary range across U.S. locations • Inclusive environment • Equal opportunity employer • Referral program