Deal Desk Lead

Role Description

Trovata is looking for a highly motivated Deal Desk Lead to join our Sales Operations organization. As part of the Sales Operations team, reporting to the CFO,  you will be responsible for managing the day to day contract creation and deal approval process, while ensuring compliance with policy and accuracy in our internal CRM. You will partner across functions playing a key role in improving processes and driving go-to-market efficiencies.


  • Primary contact and subject matter expert for the internal sales contracting policy and deal approval process 
  • Accurately processing and closing executed orders within
  • Support complex deal structures and escalations
  • Ensure data quality of opportunities in
  • Provide training, coaching and continuous feedback to Sales to ensure understanding of and compliance with the quote to cash process.
  • Support Sales, Finance and leadership reporting through maintaining and updating reports and dashboards
  • Partner with cross-functional teams including Sales, Finance, Client Success, Legal, and Information Security to develop, implement and maintain sales process best practices
  • Work directly with Admin on projects and process improvement initiatives 
  • Support client invoicing
  • Manage billed and unbilled receivables
  • Support Accounting with identification of performance obligations and subscription terms for revenue recognition impacting items


  • 3+ years in fast paced SaaS start-up environment (Deal Desk or Sales Operations)
  • High level of expertise with CRM and CPQ or other closely related technologies
  • Working knowledge of finance technology (banking platforms and/or treasury management systems)
  • Ability to work independently, in a fast-paced environment with limited supervision
  • Track record of identifying and implementing process improvement initiatives
  • Knowledge of quote to cash life cycle
  • Highly organized and detail-oriented
  • Strong proactive communicator


  • Remote-first, office available in San Diego
  • Flexible time off
  • Excellent medical, dental, and vision coverage for you and your dependents
  • Home office set up
  • 401k
  • Equity
  • Work alongside the founding team and help shape the future of the company while transforming an entire industry

Company Overview

Trovata is the first modern end-to-end fintech platform that helps companies manage their cash flow. We’re pioneering open banking (direct APIs) for mid-market and enterprise companies to automate cash positions, cash flow analysis, and cash forecasting. 
Our solution was developed by a longtime CFO who knew there had to be a better way, and is engineered by experienced software developers from Capital One. We closed our $20M Series A round in January of 2021 and have top-tier partners.