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.
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