Deal Desk Manager
United States
ClickUp is the world’s only all-in-one productivity platform that flexes to the way people want to work. It replaces all individual workplace productivity tools with a single, unified platform that includes project management, document collaboration, whiteboards, spreadsheets, and AI. Our dedication to enhancing productivity has earned us recognition on prestigious lists including the Forbes Cloud 100, Fast Company's Most Innovative Companies, Inc. Power Partners and #1 on two of G2's Best Software Products Lists for 2023 - #1 Project Management Product and #1 Collaboration and Productivity Product. With our headquarters based in San Diego and a rapidly expanding global presence, we are shaping the future of work. Join our team at ClickUp, one of the fastest-growing SaaS companies worldwide, and help millions of users be more productive - saving them at least one day every week. 🦄
We are seeking a dynamic and experienced Deal Desk Team Manager to join our Finance Operations team. This role is pivotal in managing and optimizing our deal desk operations, ensuring seamless collaboration between sales, finance, and legal teams. The ideal candidate will have a strong background in deal desk operations, with 5-10 years of direct experience, and will thrive in a "player/coach" role, balancing hands-on work with leadership responsibilities. Key Responsibilities:- Lead and manage the deal desk team, providing guidance, mentorship, and support to team members.
- Act as a "player/coach," actively participating in deal structuring and negotiations while also overseeing the team's performance.
- Collaborate with sales, finance, and legal teams to streamline deal processes and ensure compliance with company policies.
- Analyze and optimize deal desk workflows to improve efficiency and effectiveness.
- Develop and implement strategies to enhance deal desk operations and support business growth.
- Prepare and present reports on deal desk performance to senior management.
- Stay updated on industry trends and best practices to ensure the deal desk remains competitive and innovative.
- 5-10 years of direct experience in deal desk operations or a related field.
- Proven track record of success in a leadership role, with the ability to manage and motivate a team.
- Strong analytical and problem-solving skills, with a keen attention to detail.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments.
- Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities.
- Bachelor's degree in Finance, Business Administration, or a related field; MBA or equivalent experience is a plus.
- Preferred experience in Salesforce CPQ and Ironclad.
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Salary and Benefits
At ClickUp, we believe in transparency and fairness in compensation. The range displayed reflects the minimum and maximum target salaries for the position across all US locations. Please note that the actual compensation for this position may vary and is dependent on factors such as geographic location, interview performance, years of experience, education level, and specific skills. We encourage candidates to discuss compensation expectations during the interview process to ensure alignment with their qualifications and our company’s compensation philosophy.
This position is eligible for the following benefits and perks:
- Equity
- 401k
- Health, Dental, and Vision insurance
- Spending accounts
- Life & Disability
- Paid parental leave
- Flexible paid time off
- Sabbatical program
- Enhanced employee assistance program
- Employee wellness stipend
- Professional development stipend
Unsure if you meet all the qualifications of this job description but are deeply excited about the role? We hire based on ambition, grit, and a passion for improving the way people work. If you think ClickUp is the company for you, we encourage you to apply!
ClickUp was founded on a culture of hard work, consistent growth, and a desire to break norms. We’re a values-driven company and hire based on ambition, merit, and a willingness to do what it takes to succeed. We don’t care where you’re from, what you look like, or who you’re in a relationship with—we hire the best people for the job, and create an environment that supports employees on their journey to do the most exciting work of their lives! ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
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Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.
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401(k) Dental Insurance Employee wellness stipend Equity Flexible paid time off Health insurance Paid parental leave Professional development Professional development stipend Sabbatical Sabbatical Program Vision Insurance Wellness stipend
Tasks- Collaborate with sales, finance, and legal
- Manage deal desk team
- Optimize workflows
- Participate in deal structuring
- Prepare performance reports
- Stay updated on industry trends
Analytical Attention to detail Collaboration Communication CPQ Deal desk operations Interpersonal Ironclad Leadership Problem-solving Project Management SaaS Sales Salesforce Salesforce CPQ Team Management Workflow Optimization
Experience5-10 years
EducationBachelor's degree Equivalent experience MBA Related Field
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9