Deal Desk Manager

About Us

Canopy is a fast-growing SaaS company building simple, efficient software for accounting firms. We aim to help clients unlock the firm they've always wanted with our Practice Management Suite, with a strong emphasis on customer delight, problem-solving, and strong values.

The Opportunity

We're looking for a strategic and collaborative Deal Desk Manager to build and scale our deal desk operations from the ground up. Reporting to the Controller, this role drives efficient deal execution and ensures strong financial outcomes. You will partner closely with Sales, Finance, RevOps, and Legal to guide deal structure, pricing strategy, and contract processes. This is a hybrid position in South Jordan, Utah (M, W, F in-office).

What You'll Do

• Design the Deal Desk Function: Build deal desk strategy, frameworks, and workflows, including approval policies, escalation paths, and discounting guidelines.
• Lead Day-to-Day Operations: Manage review and approval of inbound deal requests, ensuring accuracy, compliance, and timely support to Sales teams.
• Serve as a Strategic Advisor: Partner with Account Executives and Sales leadership to structure competitive and financially sound deals.
• Support Financial Analysis: Collaborate with the Controller and FP&A to assess deal profitability, ARR impact, and revenue recognition considerations.
• Drive Process Improvement: Identify bottlenecks and implement improvements to reduce deal cycle time and enhance visibility.
• Ensure Cross-Functional Alignment: Liaise between Finance, Sales, RevOps, and Legal on pricing strategies and contract requirements.
• Develop Reporting & Insights: Track key deal metrics such as approval turnaround, discount trends, and margin impact, and present findings to leadership.
• Lay the Foundation for Scale: Document playbooks, approval policies, and training resources to support growth.

What We're Looking For

• 5+ years of experience in deal desk, preferably in SaaS or recurring-revenue businesses.
• Experience building or leading a deal desk function or similar cross-functional initiative.
• Strong understanding of SaaS contracts, pricing structures, ARR, revenue recognition principles, and financial modeling.
• Proficiency in Salesforce and Excel/Google Sheets; experience with CPQ tools or CLM systems is a plus.
• Bachelor's degree in Finance, Business, Accounting, or related field required; MBA or advanced degree is a plus.

Bonus Points If You

• Have supported or built a deal desk function at a growth-stage SaaS company.
• Thrive in environments where you can build and optimize from scratch.
• Bring a collaborative approach to cross-functional problem solving.

Why You Want to Work Here

• Flexible Paid Time Off and 10 company holidays.
• Health benefits including Medical, Dental, Vision, and HSA match.
• 401(k) with 100% match up to 3% and immediate vesting.
• Mental health support including Impact Suite and EAP.
• Paid parental leave.
• Company-paid life and disability insurance.
• Peer recognition program.
• Company events and ERG committees.
• Fully stocked kitchen.

Our Values

• Own
• Win
• Do Good
• Embrace Curiosity & Candor
• Act Startup Fast

Interviewing @ Canopy

• Application review.
• 20-minute phone call with People Team.
• 45–60-minute interview with Hiring Manager.
• 1–3 additional interview rounds.
• Final interview.

Canopy is an equal opportunity employer.