Deal Desk Manager

Canopy•South Jordan, UT

4h•Hybrid

About The Position

Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry. We aim to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place a strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way. We’re looking for a strategic and collaborative Deal Desk Manager, to build and scale our deal desk operations from the ground up. Reporting to the Controller, you’ll be a key player in driving efficient deal execution while ensuring strong financial outcomes. This is a high-impact role that partners closely with Sales, Finance, and Legal to guide deal structure, pricing strategy, and contract processes. If you’re energized by building systems, aligning cross-functional teams, and helping deals move faster and smarter, this is your opportunity to lead the charge. This is a hybrid position in South Jordan, Utah (M, W, F in-office).

Requirements

5+ years of experience in deal desk—preferably in SaaS or recurring-revenue businesses.
Experience building or leading a deal desk function or similar cross-functional initiative.
Strong understanding of SaaS contracts, pricing structures, ARR, revenue recognition principles, and financial modeling.
Proficient in Salesforce and Excel/Google Sheets; experience with CPQ tools or contract lifecycle management (CLM) systems a plus.
Ability to synthesize complex information and influence stakeholders across departments.
Detail-oriented with a drive to streamline, standardize, and scale business processes.
Bachelor’s degree in Finance, Business, Accounting, or a related field required; MBA or advanced degree is a plus.

Nice To Haves

Supported or built a deal desk function at a growth-stage SaaS company
Can translate between Sales speak and Finance speak without missing a beat
Thrive in environments where you can build, iterate, and optimize from scratch
Bring a collaborative, low-ego approach to cross-functional problem solving

Responsibilities

Design the Deal Desk Function: Build out deal desk strategy, frameworks, and workflows—including approval policies, escalation paths, and discounting guidelines.
Lead Day-to-Day Operations: Manage the review and approval of inbound deal requests, ensuring accuracy, compliance, and timely support to Sales teams.
Serve as a Strategic Advisor: Partner closely with Account Executives and Sales leadership to structure competitive, scalable, and financially sound deals.
Support Financial Analysis: Collaborate with the Controller and FP&A team to assess deal profitability, ARR impact, and revenue recognition considerations.
Drive Process Improvement: Identify bottlenecks and implement improvements to reduce deal cycle time, improve accuracy, and enhance visibility.
Ensure Cross-Functional Alignment: Liaise between Finance, Sales, RevOps, and Legal to align on pricing strategies and contract requirements.
Develop Reporting & Insights: Track key deal metrics (e.g., approval turnaround, discounting trends, margin impact) and present findings to leadership.
Lay the Foundation for Scale: Document deal desk playbooks, approval policies, and training resources to support company growth.

Benefits

Flexible Paid Time Off
10 company holidays
Medical, Dental, and Vision health benefits
HSA Match
401(k) with immediate eligibility and 100% vesting, company matches 100% up to 3% of contribution
Access to Impact Suite & Employee Assistance Program (EAP) for mental health
Paid New Parent Leave & Birthing Parent Leave
100% company paid Basic Life & AD&D insurance
Long & short-term disability coverage
Nectar - peer-to-peer recognition program
Company Events
ERG Committees
Fully-stocked kitchen