Hybrid Deal Desk Manager

at Nooks

• Job title: Deal Desk Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $135,000 - $165,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, San Francisco, United States

About the role

• Deal Desk Manager at Nooks.ai responsible for managing quote-to-sign processes and supporting Sales and Customer Success teams. Fostering collaboration across Revenue Operations and other departments in hybrid work environment.

Responsibilities

• Own and evolve our quote-to-sign / deal approval processes across new business, expansions, and renewals
• Run the day-to-day deal desk: validate pricing and structure, generate/QA order forms, manage and coordinate signature workflows, and resolve issues quickly
• Support contract review and negotiation for commercial and operational terms, partnering closely with Legal on non-standard language
• Serve as a trusted advisor to Sales and CS reps on how to structure deals that balance customer needs, Nooks’ economics, and operational simplicity
• Enforce and refine approval matrices for pricing, discounts, packaging, and non-standard terms; ensure approvals are documented and auditable
• Partner with Product Marketing, Finance, and RevOps to launch new products, price books, and packaging into our GTM systems and processes
• Ensure Sales and CS teams operate within clear rules of engagement and set accurate expectations with customers on commercials and delivery
• Be the expert on our end-to-end revenue process from quote through handoff to Finance/CS; proactively flag issues and upstream fixes
• Engage directly with customers when needed to unblock or accelerate deals
• Maintain high data quality: ensure order form and contract data are accurate and synced across HubSpot, CPQ (Dealhub), billing, and any future CLM
• Lead ongoing and month-end audit / quality checks on deals to support accurate reporting and revenue recognition
• Track, analyze, and publish deal and pricing insights (e.g., discounting trends, cycle time, exception rates) to inform GTM and pricing strategy
• Lead and/or contribute to cross-functional projects to mature our commercial infrastructure, such as:
• Optimizing CPQ and e-signature workflows
• Evaluating and rolling out a CLM solution
• Rebooting our cross-functional deal approval and exceptions process
• Centralizing and simplifying templates, playbooks, and clause libraries in partnership with Legal
• Manage customer vendor setup requirements, including business information submissions, banking details, and vendor registrations needed to onboard Nooks into customer procurement systems
• Coordinate inbound infosec questionnaire requests, triaging and assigning to appropriate internal stakeholders and tracking through to completion

Requirements

• 4+ years of relevant experience in Deal Desk, Revenue Operations, or commercial operations in a B2B SaaS environment
• Hands-on experience managing quote, order form, and contract workflows (new business and expansion)
• Strong proficiency with CRM and spreadsheets (HubSpot or Salesforce; Excel/Sheets); experience with CPQ, CLM, or billing tools is a plus
• High bar for accuracy and detail; you are known for clean contracts, reliable data, and clear documentation
• Ability to operate in a fast-moving environment, triage inbound requests, and balance urgent tickets with longer-term projects
• Strong commercial intuition: you understand SaaS economics, discounting, and standard commercial terms, and can spot edge cases quickly
• Empathy for reps and a service mindset, coupled with the backbone to uphold guardrails and say no when needed
• Excellent communication and collaboration skills; you are comfortable working directly with Sales, CS, Legal, and Finance leaders
• Comfort building and improving processes from 0 to 1 and 1 to N in a scaling company.

Benefits

• competitive compensation
• equity
• generous perks
• comprehensive benefits