Deal Desk Sales Operations

About the role

We are seeking a detail-oriented and process-driven Sales Operations professional to join Nerdio's growing revenue team. This role sits at the intersection of deal execution, order accuracy, and Microsoft Marketplace operations, making it critical to how Nerdio closes and processes business at scale.

The ideal candidate thrives in a fast-paced environment, takes pride in data integrity, and understands how clean processes and accurate systems directly impact revenue outcomes. You'll work cross-functionally with sales, finance, and partner teams to keep deals moving, margins protected, and marketplace transactions running smoothly.

What you'll do

Deal Desk

• Serve as the approval checkpoint for all deals before they go out the door.
• Review proposed discounts and ensure they fall within approved guidelines.
• Analyze price-per-user metrics to protect margins and flag outliers.
• Partner with sales leadership to evaluate non-standard deal structures.
• Maintain and enforce deal approval policies and escalation paths.
• Maintain deal attribution updates to ensure proper mapping to sales teams and individuals.
• Enforce data quality broadly across the CRM, flagging outliers or "poor hygiene" and ensuring updates are made properly.

Order Processing / Order Services

• Process end-of-month billing accurately and on time.
• Maintain Salesforce accuracy around contract amounts, contract dates, renewal timelines, and related deal data.
• Track and reconcile orders throughout their lifecycle.
• Coordinate with finance and sales teams to resolve billing discrepancies.

Marketplace Specialist

• Process Customer Private Offers and Multiparty Private Offers (MPOs) end to end as part of the deal lifecycle.
• Create and manage private offers within the Microsoft Marketplace.
• Maintain deep working knowledge of Microsoft Marketplace processes, requirements, and updates.
• Troubleshoot marketplace-related issues and serve as the go-to resource for internal teams.
• Ensure all marketplace transactions are properly documented and aligned with internal records.

Qualifications

• 5-8+ years of experience in sales operations, revenue operations, or a related field within a SaaS or cloud technology company.
• Proven experience in deal desk functions, including discount approval workflows, deal structuring, and margin analysis.
• Strong working knowledge of Salesforce, including maintaining data integrity around contracts, renewal timelines, and deal attribution.
• Experience with CRM data quality enforcement and the ability to identify and resolve hygiene issues across sales systems.
• Familiarity with Microsoft Marketplace, including creating and managing Customer Private Offers and Multiparty Private Offers (MPOs).
• Ability to interpret price-per-user metrics and apply sound judgment to protect margins and flag outliers.
• Strong cross-functional collaboration skills, with experience partnering with sales leadership and finance teams to resolve discrepancies and align on deal structures.
• Highly organized with the ability to track and reconcile orders throughout their full lifecycle.
• Excellent attention to detail and a process-oriented mindset, with the ability to manage multiple priorities in a high-volume environment.
• Strong communication skills, with the ability to clearly document processes and serve as an internal resource for marketplace and deal-related questions.

Benefits and Incentives

• Competitive Base + Incentive Plan
• Stock Options
• Health and Welfare Plans*
• Life and Disability Plans*
• Retirement Plan*
• Unlimited Flexible Paid Time Off......including your birthday off!
• Collaborative Team Culture

* Benefits for international employees, outside the US, vary by country. 

Nerdio is committed to a diverse and inclusive workplace. Nerdio is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.