Deal Desk Manager

Deal Desk Manager

Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry.

We aim to help our clients unlock the firm they've always wanted with our Practice Management Suite. We place a strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way.

We're looking for a strategic and collaborative Deal Desk Manager, to build and scale our deal desk operations from the ground up. Reporting to the Controller, you'll be a key player in driving efficient deal execution while ensuring strong financial outcomes. This is a high-impact role that partners closely with Sales, Finance, and Legal to guide deal structure, pricing strategy, and contract processes.

If you're energized by building systems, aligning cross-functional teams, and helping deals move faster and smarter, this is your opportunity to lead the charge.

This is a hybrid position in South Jordan, Utah (M, W, F in-office).

• 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 (e.g., approval turnaround, discounting trends, margin impact) and present findings to leadership.
• Lay the Foundation for Scale:
  Document deal desk playbooks, approval policies, and training resources to support company growth.

• Experience:
  
  5+ years of experience in deal desk—preferably in SaaS or recurring-revenue businesses.
• Leadership:
  Experience building or leading a deal desk function or similar cross-functional initiative.
• Technical & Financial Acumen:
  Strong understanding of SaaS contracts, pricing structures, ARR, revenue recognition principles, and financial modeling.
• Tools Knowledge:
  Proficient in Salesforce and Excel/Google Sheets; experience with CPQ tools or contract lifecycle management (CLM) 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.
• Education:
  
  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

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

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 (EAP).

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…