Deal Desk Manager (West Coast)

Horizon3; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Growth opportunities

Innovation-driven culture

Inclusive and diverse team

Remote work

Job summary

Horizon3 is seeking a Deal Desk Manager to oversee order processes and deal desk activities in North America. The role reports to the Director of Global Deal Desk in the US and requires 3–5 years in order management and deal desk responsibilities to ensure smooth sales operations.

You will partner with Sales leadership to structure complex enterprise deals, ensure compliance with tax and governance, and coordinate with Finance for billing and provisioning.

Qualifications

• Bachelor’s degree required in Business, Marketing, or related field.
• 3–5 years of experience in Deal Desk, Revenue Operations, or Order Management roles.
• Proficiency in CRM systems (e.g., Salesforce), Quote-to-Cash and AI tools.

Responsibilities

• Manage order processes and deal desk activities for North America.
• Review and approve deals per approval matrices and policies.
• Coordinate with Sales, Finance, Legal, and Product to resolve blockers.
• Support cross-functional teams to ensure timely fulfillment and accuracy.
• Train and enable the sales team on order management, workflows, and approvals.

Skills

Salesforce CRM

AI tools

Attention to detail

Education

Bachelor’s degree in Business, Marketing, or related field

Tools

Quote-to-Cash tools

Job description

• The Deal Desk Manager will be responsible for managing order processes and supporting deal desk activities in the North America region
• Reporting into the Director of Global Deal Desk in the US, this role requires 3 to 5 years of experience in order management and deal desk responsibilities, ensuring smooth and efficient sales operations
• Ability to manage multiple priorities and work cross functionally is a must
• Commercial & Deal Structuring: Partner with Sales reps and leadership to structure complex, non-standard enterprise deals (custom discounts, ramp structures, multi-year commitments) balancing speed-to-close with business guardrails
• Deal Desk Support & Governance: Review and approve sales deals in alignment with corporate approval matrices, discounting policies, and revenue recognition guidelines
• Order Management: Manage and process sales orders, ensuring accuracy and timely fulfillment
• Tax & Regional Compliance: Ensure deals adhere to US, Canada, and Mexico tax rules by enforcing proper collection of tax exemption certificates, cross-border withholding tax (WHT) documentation, DTAA forms, and tax residency paperwork prior to deal completion
• Finance & Provisioning Alignment: Coordinate with Finance and Provisioning teams to ensure accurate billing setup, multi-currency handling, and timely provisioning of software
• Legal Collaboration: Work cross-functionally with Legal using our Streamline AI tool to manage contract reviews, routing, redlines, and approvals
• Security & Vendor Approvals (RFP & VRA): Coordinate, complete, and submit Requests for Proposals (RFPs) and Vendor Risk Assessments (VRAs) to clear compliance hurdles for North American enterprise buyers
• Sales Enablement & Training: Provide training and support to the sales team on order management, legal workflows, approval thresholds, and deal desk processes to reduce contract turnaround times
• CRM Maintenance & Data Integrity: Maintain and update sales order records in the CRM system to ensure data accuracy and integrity across all sales operations activities
• Process Efficiency & Optimization: Identify bottlenecks in the quote-to-cash cycle and assist in developing and implementing process strategies and initiatives to operate more efficiently
• Issue Resolution: Resolve any issues related to sales orders and deal approvals promptly
• Interdepartmental Liaison: Serve as connective tissue and strategic bridge between Sales, Global Finance, Legal, and Product to resolve deal blockers rapidly

Benefits

• Growth Opportunities: Be part of a dynamic and growing team with numerous career advancement opportunities
• Innovation-Driven Culture: Work in a collaborative environment that encourages creativity and out-of-the-box thinking
• Inclusive and Diverse Team: We value diversity and promote an inclusive culture where everyone can thrive
• Flexible Work Environment: Enjoy the convenience and work-life balance that comes with remote work

Bachelor’s degree in Business, Marketing, or a related field3 to 5 years of experience in Deal Desk, Revenue Operations, or Order Management rolesAbility to work in a fast-paced environment and manage multiple tasks simultaneouslyProficiency in CRM systems (e.g., Salesforce), Quote-to-Cash and other relevant sales and AI toolsExcellent communication and interpersonal skillsStrong analytical skills and attention to detail