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About the role
As Deal Desk Lead, you will be a founding member of our GTM Strategy & Operations team where you will own the buildout of our deal operations and deal desk functions from the ground up.
What they're looking for
- 5+ years of experience in Deal Desk, Revenue Operations, Sales Operations, or a related function
- Strong hands-on experience administering Salesforce Revenue Cloud or a comparable CPQ platform
- Deep understanding of quote-to-booking processes, including quoting, pricing, approvals, contracting, and booking
- Strong understanding of SaaS pricing, discounting, commercial terms, and contract structures
- Experience supporting complex and non-standard deals in an enterprise SaaS environment
- A technical mindset and the ability to build, troubleshoot, and improve systems, workflows, automations, and integrations
More about this role
As Deal Desk Lead, you will be a founding member of our GTM Strategy & Operations team where you will own the buildout of our deal operations and deal desk functions from the ground up.
You will own all systems, workflows, and day-to-day operations for quoting, pricing, deal terms approvals, custom deal structures, and deal bookings. You will work closely with Sales, Partnerships, Finance, and Legal stakeholders to make sure that the process of structuring, configuring, approving, and booking deals is frictionless and optimized for deal velocity and value maximization.
This is a hands-on individual contributor role that has potential to evolve into a people manager role as our GTM scales. This role reports to the Head of GTM Strategy & Operations. This is an in-office role based in our San Francisco headquarters.
Design, manage, and consistently improve all quote-to-booking processes and tooling.
Be the primary business and technical owner for the Salesforce Revenue Cloud CPQ instance.
Own the integrity of all bookings data in CRM/CPQ (Opportunities, Opportunity Products, Quotes, Quote Lines, Assets, Subscriptions, etc.).
Review deals for booking readiness, resolve discrepancies,...
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