Deal Desk Operations Lead
Triple WhaleE-Commerce Analytics company
New YorkLead
NFX
Elephant
Shopify
Union Tech Ventures
PowerOne Capital Markets
Vinyl Capital
Operations & Strategy
About the role
TL;DR
Assess and improve Deal Desk processes for discounts, approvals, renewals, and billing exceptions.
- •Triple Whale is moving quickly across renewals, customer migrations, credits, usage, discounts, approvals, billing workflows, and commercial exceptions.
- •As these motions continue to scale, we have a meaningful opportunity to strengthen the Deal Desk processes, systems, and operating rules that help teams evaluate requests, manage approvals, coordinate renewals, and handle customer-specific exceptions.
- •Key Responsibilities 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.
- •Identify gaps, simplify workflows, and create a more scalable process based on prior Deal Desk / RevOps experience.
- •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.
- •Help reps navigate unusual commercial structures quickly and consistently, especially as Triple Whale continues to evolve packaging, usage, credits, and migration motions.
- •Discounting Guidelines and Approvals: Maintain discount thresholds, approved ranges, approval requirements, escalation paths, and audit expectations so teams know what can be offered, when approval is required, and how exceptions should be handled.
- •Requirements Highly cross-functional role for someone who can operate in ambiguity, build scalable process, support reps in the moment, and help Triple Whale evolve its quote-to-cash and commercial exception infrastructure.
- •We are prioritizing candidates within a commutable distance to New York City.
Required skills
Revenue Operations
Domain expertise
ecommerce
