Director, Deal Desk Operations
Lexop
Operations
Santa Clara, CA, USA
Posted on Aug 27, 2025
Role Overview:
We are seeking an accomplished Director of DealDesk Operations to lead and scale our deal structuring, pricing strategy, and contract execution processes. This pivotal role will serve as a strategic partner to Sales, Customer Success, and Finance leadership, shaping commercial best practices and driving profitable revenue growth. The Director will be responsible for building a high-performing DealDesk function, optimizing the quote-to-cash process, and serving as the primary escalation point for complex, high-value customer engagements.
Key Responsibilities:
Strategic Leadership & Stakeholder Management:
- Lead, mentor, and develop a team of DealDesk professionals, fostering a culture of operational excellence and continuous improvement.
- Collaborate closely with Sales, Finance, and Legal to define and enforce deal policies, pricing guidelines, and approval matrices.
- Act as the primary escalation point for non-standard deals, ensuring alignment with corporate strategy and financial objectives.
- Provide strategic guidance to Customer Success and Account Management teams on renewal pricing, upsell, and cross-sell opportunities; partner with Renewal AEs on key customer negotiations.
- Partner with senior leadership to inform go-to-market strategies, product bundling initiatives, and commercial terms optimization.
Deal & Pricing Operations:
- Oversee the end-to-end deal process, from approved quote through contract execution, ensuring speed, accuracy, and compliance.
- Engage directly with internal stakeholders and customers to clarify pricing, terms, and approval processes for complex transactions.
- Own pricing and discount analysis, delivering actionable insights to improve deal profitability and maintain pricing discipline.
Operational Excellence & Systems:
- Drive the implementation, adoption, and optimization of CPQ and related sales systems to streamline the quote-to-cash process.
- Identify process inefficiencies and implement scalable improvements across the sales cycle.
- Design and deliver training for Sales and CS teams on deal desk policies, processes, and best practices.
Data, Analytics & Reporting:
- Define and monitor KPIs for DealDesk performance, including:
- Average deal cycle time
- Discount levels and margin impact
- Renewal rates and upsell revenue
- Forecasting accuracy
- Build and maintain dashboards providing real-time insights for executive leadership.
- Present regular performance updates and recommendations to senior leadership.