Deal Desk Manager

Deal Desk Manager – Canopy, South Jordan, UT

Canopy is a fast‑growing SaaS company building simple, efficient software for accounting firms.

• 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, Rev Ops, and Legal to align on pricing strategies and contract requirements.
• Develop Reporting & Insights:
  Track key deal metrics and present findings to leadership.
• Lay the Foundation for Scale:
  Document deal desk playbooks, approval policies, and training resources to support company growth.

• 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 systems a plus.
• Strong communicator:
  Ability to synthesize complex information and influence stakeholders across departments.
• Operational mindset:
  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.

• Have 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.

• Flexible Paid Time Off – you’re actually encouraged to use, plus 10 company holidays.
• Health Benefits – including Medical, Dental, and Vision and an HSA Match.
• 401(k) – we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.
• Mental Health – all employees have access to Impact Suite & to our Employee Assistance Program.
• Paid New Parent Leave & Birthing Parent Leave – so you’re able to care for your little ones.
• Supplemental Benefits – including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.
• Nectar – our peer‑to‑peer recognition program to help our employees recognize the amazing work being done by other Canopians.
• Company Events – including monthly company-wide meetings, summer parties, and more.
• ERG Committees – to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.
• Fully‑stocked kitchen – Keto? Vegan? Flexitarian? Mandalorian? We’ve got you covered.

We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.

Canopy is an equal‑opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status, or veteran status.