Sushma Surendra
Deal Desk Manager at Auditboard
Based in Canada
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Seniority
Manager
Department
Finance & Accounting
Location
Canada
Industry
Software Development
Company size
296
Contact information
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s•••••••@optro.ai
Phone
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Background
About Sushma Surendra
9 years experience in B2B SaaS in Deal Desk, Order Management, Finance, Sales Operations. Led a high-performing deal desk team responsible for supporting sales representatives in structuring and pricing complex dealsDeveloped and implemented deal review processes, ensuring compliance with company policies and guidelinesCollaborated with cross-functional teams, including sales, finance, legal, and product, to ensure deal alignment and profitabilityAnalyzed pricing strategies, market trends, and competitive intelligence to optimize deal structures and maximize revenueManaged contract negotiations, including pricing, terms, and legal aspects, to minimize risk and drive favorable outcomesImplemented and maintained deal desk tools, such as deal tracking systems and pricing models, to streamline processes and enhance efficiencyProvided regular reporting and analysis on deal performance, pipeline, and key metrics to support strategic decision-making Assisted in sales operations activities, including sales forecasting, pipeline management, and territory planningConducted financial analysis to evaluate deal profitability and identify areas for improvementCollaborated with sales teams to develop pricing strategies and discount guidelinesCreated and maintained sales process documentation and training materialsAssisted in the implementation and customization of Salesforce CRM for the sales organizationProvided ad-hoc analysis and reporting support to the sales leadership team
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