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Company Overview
LevelUp is a specialized BPO company that partners with technology companies across the US, UK, Europe, and Canada to provide tailored outsourcing solutions. For over seven years, we’ve built a reputation for delivering high-quality operational and back-office support, helping our clients scale efficiently. Our team consists of highly skilled and passionate professionals who are dedicated to providing exceptional service, technical expertise, and seamless support to our clients.
Position Overview
The Discounting & Deals Desk Lead is the go-to expert for structuring and approving non-standard sales deals. You will lead the end-to-end deal review process, partnering closely with Sales, Finance and Legal to make sure every proposal meets pricing, margin and revenue-recognition policies while still helping reps close business quickly. Your analytical skills, commercial acumen and clear communication will ensure profitable growth and a smooth quote-to-cash experience for both our internal teams and customers.
Key Responsibilities
- Own the daily operation of the deals desk - review pricing requests, discount levels and contract exceptions, providing clear guidance or approval.
- Advise sales teams on optimal deal structures, payment terms and commercial levers that protect margin and revenue goals.
- Coordinate cross-functionally with Finance for revenue policy alignment and with Legal for contract language and risk mitigation.
- Maintain and improve CPQ and other quote-to-cash tools - create guardrails, workflows and approval matrices that scale with volume.
- Monitor deal metrics (cycle time, discount trends, margin impact) and deliver actionable insights to sales leadership.
- Serve as an escalation point for complex, high-value or strategic deals, negotiating directly with sales leaders when needed.
- Develop and document standard operating procedures, playbooks and training materials for sales reps and junior deal desk analysts.
- Manage and mentor a small team of deal desk analysts, setting performance targets and fostering continuous improvement.
Qualifications
- 5 to 8 years in deal desk, sales operations or finance roles with heavy exposure to contract and pricing strategy.
- Minimum 2 years leading or mentoring a small team.
- Proven expertise in structuring complex commercial agreements and negotiating terms that balance customer value with company profitability.
- Deep familiarity with quote-to-cash processes and CPQ platforms (Salesforce CPQ or similar).
- Strong understanding of revenue-recognition and discounting policies, plus the ability to translate them into practical deal guidance.
- Exceptional verbal and written communication skills - able to influence senior sales leaders and explain financial concepts clearly.
- Advanced analytical skills with comfort working in spreadsheets, CRM reports and business intelligence tools.
- Experience in a high-growth B2B or SaaS environment is a plus.
More Information
- Remote work setup
- Equipment provided
- HMO, 13th month pay
- Work Schedule: Monday to Friday, US business hours
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