Director, Deals Desk

Palo Alto Networks•Boston, MA

20h•Onsite

About The Position

Our Mission At Palo Alto Networks®, we’re united by a shared mission—to protect our digital way of life. We thrive at the intersection of innovation and impact, solving real-world problems with cutting-edge technology and bold thinking. Here, everyone has a voice, and every idea counts. If you’re ready to do the most meaningful work of your career alongside people who are just as passionate as you are, you’re in the right place. Who We Are In order to be the cybersecurity partner of choice, we must trailblaze the path and shape the future of our industry. This is something our employees work at each day and is defined by our values: Disruption, Collaboration, Execution, Integrity, and Inclusion. We weave AI into the fabric of everything we do and use it to augment the impact every individual can have. If you are passionate about solving real-world problems and ideating beside the best and the brightest, we invite you to join us! We believe collaboration thrives in person. That’s why most of our teams work from the office full time, with flexibility when it’s needed. This model supports real-time problem-solving, stronger relationships, and the kind of precision that drives great outcomes. Job Summary Your Career We are looking for a highly motivated, results orientated Deal Desk Manager - North America to join our organization. The primary focus of this position will be to help structure profitable and compliant transactions that address the needs of a diverse set of internal corporate customers and increase the effectiveness and productivity of our sales teams. The right person for this job has a team player approach, the ability to work across departments with disparate needs and excels at problem solving through critical analysis and is challenged by process review and continuous improvement.

Requirements

7+ years experience as Deals Desk Manager (in a tech environment, in a Finance/sales operation role) or related field
Demonstrated capability to build strong working relationships with internal business units
Ability to work independently in fast paced environment
Experience of data analysis, modeling and/or financial analysis
Intermediate/advanced Salesforce and MS Excel skills are highly recommended
Strong communication, organizational and problem-solving skills

Responsibilities

Effectively work with NAM Sales to work on Majors, Sled and Federal accounts
Provide Sr. Leadership with financial models and evaluation of deal economics, commercial terms and conditionals and operational requirements to present risk/reward profile for opportunities
Become expert on Steelbrick quoting tools, reviewing and enforcing revenue recognition compliance for all quoting
Key resource reviewing and approving all non-standard pricing requests that reach the level of executive manager
Review will include financial analysis for gross margin, revenue compliance, non standard terms requests on strategic deals including Enterprise Agreements
Partner with field sales organization to drive large deal closure, including being one-touch resource for field sales; responsible for liaising with all organizations involved in the agreement process (finance, legal, order management, etc.) on behalf of sales.
Personally services as a trusted advisor to field sales on deals
Work with cross-functional stakeholders for decision support deal solutions
Collaborate with impacted parties to generate acceptable documents to facilitate deal closure
Ensure required approvals, such as discounts and contractual terms, are obtained and clearly documented
Be a sales advocate and partner to internal organizations to understand contract requirements, structure, business terms and identification of potential risks and/or opportunities that can affect performance, growth and strategic positioning
Responsible for adherence to and compliance with policy and procedures
Evaluate current processes and offer recommendations for areas of improvement
Ensure that all transactions adhere to internal revenue recognition policies and operational guidelines
Excellent customer service, taking charge to meet deadlines by communicating with cross-functional partners through email, phone, meetings, or any other method to deliver on-time