Finance Deal Desk Manager
$128,000–$192,000 year
On-siteSydney, New South Wales, Australia
Sydney, New South Wales, AustraliaOn-siteFull Time$128,000–$192,000 yearE-commerce SoftwareLarge
Full TimeLargeE-commerce Software
Job Summary
Serve as the primary Deal Desk resource for APAC Sales and Customer Success teams, reviewing non-standard pricing, discounting, and contract terms while protecting company revenue and margin. Evaluate deal structures with an eye toward compliance, ASC 606 revenue recognition guidelines, and legal requirements, partnering closely with global stakeholders to align on terms and drive deals to close. Implement scalable quoting and contracting processes, provide training on Deal Desk policies, and leverage CRM, CPQ, and CLM tools to manage workflows and produce regional performance reports. This high-visibility role supports the first Deal Desk hire in the region, helping to shape Klaviyo's APAC market expansion as we scale our Sydney and Singapore hubs.
Required Qualifications
- Bachelor's degree in Business, Finance, or a related field
- 5+ years of Deal Desk, Sales Operations, or commercial operations experience
- Experience in a SaaS or technology company
- Prior experience supporting an APAC market
- Comfortable being the first and sole Deal Desk resource in a region
- Ability to prioritize independently
- Ability to make sound judgment calls
- Ability to escalate effectively when needed
- Familiarity with software contract terms
- Familiarity with MSA structures
- Ability to review and negotiate standard commercial language
- Experience with SaaS pricing models
- Strong attention to detail
- Data-driven approach to problem-solving
- Ability to build and review financial models
- Ability to build and review ad-hoc reports
- Clear and confident communication skills
- Ability to explain commercial positions and policy guidance to Sales, Legal, and Finance stakeholders
- Ability to explain commercial positions and policy guidance to executive level
- Experience working in CRM systems
- Experience working in CPQ systems
- Experience working in CLM systems
- Ability to generate and analyze deal-level reports
- Ability to generate and analyze deal metrics
- Ability to generate and analyze deal trends
- Ability to generate and analyze regional performance
- Working familiarity with ASC 606
- Knowledge of how deal structure impacts revenue recognition
- Ability to operate with a high degree of autonomy
- Ability to apply sound business judgment
- Ability to protect the company from undue risk
- Ability to protect the company from financial exposure
- Ability to find solutions that work for customers
- Ability to navigate non-standard deal structures
- Ability to handle pricing exceptions
- Ability to review contract terms
- Ability to maintain compliance with internal policies
- Ability to maintain compliance with revenue recognition standards
- Ability to implement scalable quoting and contracting processes
- Ability to identify gaps in processes
- Ability to propose improvements to processes
- Ability to provide guidance and training to APAC Sales and CS teams
- Ability to train teams on quoting workflows
- Ability to train teams on contracting workflows
- Ability to train teams on Deal Desk policies
- Ability to ensure deal structures adhere to internal standards
- Ability to ensure deal structures adhere to ASC 606 guidelines
- Ability to ensure deal structures adhere to applicable legal requirements
- Ability to serve as the primary Deal Desk resource for APAC Sales and Customer Success teams
- Ability to review non-standard pricing
- Ability to advise on discounting
- Ability to advise on contract terms
- Ability to support deal structuring
- Ability to support contract negotiations
- Ability to support quoting processes
- Ability to partner closely with Sales, Legal, Finance, and Operations stakeholders globally
- Ability to align on deal structures
- Ability to escalate appropriately
- Ability to drive deals to close
- Ability to produce regular reporting on deal metrics
- Ability to produce regular reporting on deal trends
- Ability to produce regular reporting on regional performance
- Ability to manage deal workflows
- Ability to coordinate travel in advance
- Ability to handle new hire onboarding
- Ability to handle client or partner work
- Ability to handle team meetings
- Ability to handle industry events
- Ability to adhere to Guidelines for using AI in the Klaviyo interview Process
- Ability to process Personal Data in accordance with the Job Applicant Privacy Notice
- Ability to consent to Klaviyo processing of Personal Data
Desired Qualifications
- Experience in a SaaS or technology company (preferred)
- Prior experience supporting an APAC market (strong plus)
- Salesforce experience (preferred)
- Experience with ASC 606 (working familiarity)
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