horizon3ai - Deal Desk Manager, US - West Coast
Requirements
• Bachelor’s degree in Business, Marketing, or a related field. • 3 to 5 years of experience in Deal Desk, Revenue Operations, or Order Management roles. • Proficiency in CRM systems (e.g., Salesforce), Quote-to-Cash and other relevant sales and AI tools. • Strong analytical skills and attention to detail. • Excellent communication and interpersonal skills. • Ability to work in a fast-paced environment and manage multiple tasks simultaneously.
Responsibilities
• Commercial & Deal Structuring: Partner with Sales reps and leadership to structure complex, non-standard enterprise deals (custom discounts, ramp structures, multi-year commitments) balancing speed-to-close with business guardrails. • Deal Desk Support & Governance: Review and approve sales deals in alignment with corporate approval matrices, discounting policies, and revenue recognition guidelines. • Order Management: Manage and process sales orders, ensuring accuracy and timely fulfillment. • Tax & Regional Compliance: Ensure deals adhere to US, Canada, and Mexico tax rules by enforcing proper collection of tax exemption certificates, cross-border withholding tax (WHT) documentation, DTAA forms, and tax residency paperwork prior to deal completion. • Finance & Provisioning Alignment: Coordinate with Finance and Provisioning teams to ensure accurate billing setup, multi-currency handling, and timely provisioning of software. • Legal Collaboration: Work cross-functionally with Legal using our Streamline AI tool to manage contract reviews, routing, redlines, and approvals. • Security & Vendor Approvals (RFP & VRA): Coordinate, complete, and submit Requests for Proposals (RFPs) and Vendor Risk Assessments (VRAs) to clear compliance hurdles for North American enterprise buyers. • Sales Enablement & Training: Provide training and support to the sales team on order management, legal workflows, approval thresholds, and deal desk processes to reduce contract turnaround times. • CRM Maintenance & Data Integrity: Maintain and update sales order records in the CRM system to ensure data accuracy and integrity across all sales operations activities. • Process Efficiency & Optimization: Identify bottlenecks in the quote-to-cash cycle and assist in developing and implementing process strategies and initiatives to operate more efficiently. • Issue Resolution: Resolve any issues related to sales orders and deal approvals promptly. • Interdepartmental Liaison: Serve as connective tissue and strategic bridge between Sales, Global Finance, Legal, and Product to resolve deal blockers rapidly. • Application Note • In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Benefits
• Inclusive Team: We value diversity and promote an inclusive culture where everyone can thrive. • Growth Opportunities: Be part of a dynamic and growing team with numerous career development opportunities. • Innovative Culture: Work in a collaborative environment that encourages creativity and out-of-the-box thinking. • Hybrid & Remote Work: We embrace a mix of remote and hybrid work models depending on role and location, including our Chicago office, where some roles require regular in-office presence. • Competitive Compensation: We offer competitive salary, equity and benefits. Our benefits include health, vision & dental insurance for you and your family, a flexible vacation policy, and generous parental leave. • At Horizon3, we believe that our people are our greatest asset, and our compensation philosophy reflects this core value. We are committed to fostering an environment where all employees feel valued, respected, and rewarded for their contributions. Our compensation structure is designed to be fair, competitive, and transparent, ensuring that every team member is recognized and compensated equitably across roles, levels, and locations. • In accordance with various State’s transparency regulations, we provide the following salary range information for this position: • Base salary range: USD $115,000 - USD $140,000 annually. The exact salary will be determined based on the selected candidate’s location, qualifications, experience, and relevant skills. • Additional compensation: All full-time roles are eligible for an equity package in the form of stock options. • You Belong Here
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