Deal Desk Operations Manager

FetchRemote,
Remote

About The Position

The Deal Desk Operations Manager will play a critical role within the Financial Operations organization, serving as the operational bridge between Sales, Finance, Revenue Recognition, Billing, Implementation, and Systems teams. This individual will own operational governance for complex and non-standard revenue generating agreements, ensuring accurate deal setup, billing, revenue recognition, and compliance across systems including Salesforce (SFDC) and NetSuite. This role combines deal structuring expertise, operational rigor, systems knowledge, and cross functional collaboration. The ideal candidate thrives in fast paced environments, understands complex commercial agreements, and can translate contractual terms into scalable operational execution. This is a full-time role that can be held from one of our US offices or remotely in the United States.

Requirements

  • 5+ years of experience in Deal Desk, Revenue Operations, Financial Operations, Order Management, or Quote to Cash functions.
  • Strong understanding of revenue recognition, billing operations, contract structuring, and financial controls.
  • Experience supporting complex or non-standard commercial agreements in a high-growth environment.
  • Deep familiarity with Salesforce (SFDC) and ERP systems such as NetSuite.
  • Strong analytical, organizational, and problem solving skills with exceptional attention to detail.
  • Ability to navigate ambiguity and balance operational scalability with business flexibility.
  • Proven ability to collaborate crossfunctionally with Finance, Legal, Sales, Systems, and Operational teams.
  • Experience managing or coordinating offshore operational resources preferred.
  • Excellent communication skills with the ability to translate technical or financial concepts for non-technical stakeholders.

Nice To Haves

  • Experience in advertising technology, marketplace, or performance marketing environments.
  • Knowledge of ASC 606 revenue recognition principles.
  • Experience with complex pricing models, campaign-based billing, or usage-based revenue models.
  • Familiarity with process automation and operational controls within Quote to Cash workflows.

Responsibilities

  • Review and operationalize complex and non-standard revenue generating agreements to ensure accurate setup across SFDC, NetSuite, billing, and revenue recognition systems.
  • Partner with Sales and Finance teams to ensure deal structures are executable, scalable, and compliant before contract signature.
  • Validate that negotiated deal terms can be cleanly configured and supported operationally within SFDC and NetSuite prior to contract execution.
  • Ensure accurate billing setup, revenue recognition treatment, and downstream financial reporting for all deal types.
  • Provide guidance to Sales teams on entering non standard deal structures into Salesforce to ensure proper accounting and operational execution.
  • Perform credit evaluations on prospective partners and establish appropriate credit limits, billing terms, and payment terms.
  • Continuously monitor partner accounts for ongoing credit risk and recommend adjustments as needed.
  • Partner with Finance and Accounting leadership to mitigate operational and financial risk associated with customer agreements.
  • Collaborate with Implementation, Systems Teams, Revenue Recognition, Billing, and other operational stakeholders to ensure partner campaigns are configured accurately, including markup, campaign overrides, budget caps, fraud buffers, discounts, and tier-based reductions aligned with executed contract terms before campaign go-live.
  • Act as a key operational liaison between commercial and finance teams to ensure seamless execution throughout the Quote to Cash process.
  • Own internal compliance and operational quality controls across all systems and departments involved in the Quote to Cash lifecycle.
  • Ensure consistency and integrity of deal data across Salesforce, NetSuite, Mission Control, and other operational systems.
  • Establish and maintain scalable processes for handling non-standard deals and evolving commercial structures.
  • Drive continuous process improvement initiatives to improve accuracy, reduce operational risk, and increase efficiency.
  • Manage and oversee two offshore Order Management resources responsible for accurately capturing and maintaining revenue generating agreements within internal systems.
  • Establish quality standards, workflows, and performance expectations for offshore operational support.
  • Provide training, guidance, and process documentation to ensure operational consistency and accuracy.

Benefits

  • competitive compensation packages including base, equity, and benefits
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