Certinia · 1 month ago
Director, Deal Desk
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expCertinia is a company that delivers a Services-as-a-Business platform, connecting all aspects of services operations. The Director of Deal Desk will oversee critical control functions in the Quote to Cash process, managing a global team and ensuring compliance with pricing and deal structuring.
AccountingCloud ComputingEnterprise Resource Planning (ERP)Financial ServicesHuman ResourcesProfessional ServicesSaaSSoftware
Responsibilities
Manage and develop a global team of individuals involved in Deal Desk and Revenue Operations
Maintain strong processes for the end-to-end deal flow from quote creation to booking/contract signing for both new business and renewals
Leverage technology, including AI, wherever possible to automate repeatable tasks to enable the team to scale effectively to keep pace with growth
Collaborate with Revenue Accounting to ensure deals are structured to comply with revenue recognition policies
Document approval matrices and provide guidelines for approvals, SLAs and metrics
Develop and implement end-to-end deal training across all stakeholder organizations
Define guidelines, best practices and implement 'deal room' tools and process
Review all standard contracts submitted by sales
Ensure that signed contracts are communicated to all relevant parties to provide contract visibility and awareness, interpretation to support implementation
Work with Account Management and Customer Success teams to structure renewals on existing contracts in a manner that optimizes margins
Ensure that signed agreements are communicated to all relevant parties to provide visibility to contractual obligations
Collaborate with IT to automate CPQ process
Share best practices with and provide training for sales team, peers, and partners to enhance the quality and efficiency of contracting processes and contribute to the company’s knowledge base
Specific expertise in managing global pricing, regional compliance, and multi-currency deal structures
Qualification
Required
10+ years total experience in a sales operations/deal support role
Bachelor's degree or equivalent combination of education and experience
Experience in Cloud/SaaS with subscription model
Strong communication and presentations skills
Ability to work with Field Sales and Senior Management on topics ranging from policy to process to deal strategy
Comfortable partnering and engaging with cross-functional teams to ensure the best possible support for the sales teams & deal cycles
Demonstrated ability to build successful relationships and partner with sales management
Experience leveraging technology to support growth (specific AI experience a plus)
Excellent communication and interpersonal skills with the ability to creatively solution issues
Confident, self-starter, able to work with minimal direction
Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity
Demonstrated commitment to high professional ethical standards and a diverse workplace
Unquestionable integrity and discretion
Company
Certinia
Certinia is the platform for services business, connecting everything from opportunity to renewal.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$193.94MKey Investors
TA AssociatesTCVAdvent International
2024-11-19Private Equity
2023-07-26Acquired
2021-04-01Series Unknown
Leadership Team
Deb Ashton
Founder; SVP, Customer Experience & Operations
Recent News
Best ERP Software, Vendors, News and Reviews
2025-12-13
Destination CRM
2025-12-11
2025-11-09
Company data provided by crunchbase