Triple Whale
Deal Desk Operations Lead
New York City
Sponsorship not specified$110k-$135kDetected 12 days ago
SQLRESTLLMsJiraHubSpotSalesforceCRMSalesAccount ManagementLeadershipCommunicationNetSuite
About the role
- Triple Whale is moving quickly across renewals, customer migrations, credits, usage, discounts, approvals, billing workflows, and commercial exceptions.
- Deal Desk Process Diagnosis and Improvement: Assess the current Deal Desk motion across discounts, approvals, renewals, billing exceptions, credits, refunds, pauses, usage-based pricing, and commercial concessions.
- Help reps navigate unusual commercial structures quickly and consistently, especially as Triple Whale continues to evolve packaging, usage, credits, and migration motions.
Responsibilities
- Partner with Account Executives and Account Managers on non-standard deal structures, pricing guidance, discounting questions, customer-specific exceptions, and migration-related scenarios.
- Manage intake, routing, follow-up, and resolution for non-standard requests, including discounts, concessions, credits, refunds, pauses, billing exceptions, renewal exceptions, and customer-specific commercial terms.
- Support customer migration by helping surface renewal timing, exception categories, discount implications, system requirements, and customer-specific review needs.
- Coordinate, design, and deliver training materials for internal teams and stakeholders.
- Partner with Revenue Enablement to lead operational trainings for the field, ensuring Sales, CS, Renewals, and other teams understand Deal Desk policies, approval paths, migration rules, discounting guidelines, and exception workflows.
- Partner with Sales, CS, Renewals, Finance, RevOps, Billing, Pricing & Packaging, Product, Internal Systems, Data, and Revenue Enablement to make sure Deal Desk workflows are understood, followed, and continuously improved.
- Non-Standard Deal Support and Pricing Guidance: Partner with Account Executives and Account Managers on non-standard deal structures, pricing guidance, discounting questions, customer-specific exceptions, and migration-related scenarios.
- Customer Migration Support: Support customer migration by helping surface renewal timing, exception categories, discount implications, system requirements, and customer-specific review needs.
- Training and Field Enablement: Coordinate, design, and deliver training materials for internal teams and stakeholders.
Requirements
- 6+ years of experience in Deal Desk, Revenue Operations, Billing Operations, Sales Operations, Pricing Operations, SaaS Operations, or a similar GTM operations role.
- Strong understanding of SaaS billing, subscriptions, renewals, discounting structures, credits, add-ons, quote-to-cash workflows, Deal Desk systems, and commercial approvals.
- Experience diagnosing and improving Deal Desk, approval, renewal, billing exception, or quote-to-cash workflows
- Experience supporting Sales, Account Management, CS, or Renewals teams on non-standard pricing, commercial terms, approvals, or deal structure.
- Experience with HubSpot, Salesforce, Stripe, Chargebee, NetSuite, Ironclad, DocuSign, Jira, or Deal Desk / CPQ tooling.
- Experience managing cross-functional workflows across Sales, CS, Renewals, Finance, RevOps, BizOps, Product, and/or internal systems teams.
- Ability to turn ambiguous business needs into clear operating rules, workflows, and requirements.
- Comfort working with billing systems, CRM systems, approval workflows, contracts, and internal tooling.
- Strong communication skills and the ability to explain policy, process, and tradeoffs clearly.
Nice to have
- Experience implementing, administering, or evaluating Deal Desk, CPQ, CLM, or approval workflow software.
- Experience supporting operational changes tied to pricing, packaging, renewals, migrations, usage-based pricing, or billing workflows in a SaaS business.
- Experience with customer migration projects, packaging transitions, or legacy plan cleanup.
- Baseline knowledge of ASC 606 and revenue recognition implications of discounts, credits, refunds, pauses, usage-based pricing, and contract modifications.
- Familiarity with usage-based pricing, credits, AI usage, or add-on monetization.
- Experience working in a fast-moving, high-growth environment where systems and processes are still being built.
- Why This Role Matters
- Triple Whale is an equal opportunity employer.
Compensation
- Our compensation ranges are set using benchmarks from growth-stage companies and factor in function, level, and location—so everything stays balanced and competitive.
Company info
- We Move (Very!)
- Candor, directness, and honest communication helps us learn, grow and improve so we can win together.
- We extend beyond our comfort zone and ask questions that guide us towards new, creative, and bold paths.
- The speed at which we work, iterate, and deliver value is our most competitive advantage.
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This listing is sourced directly from Triple Whale's careers page and normalized into a canonical job model.