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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the end-to-end deal process, including contract routing and approval workflows, while effectively collaborating with legal and finance teams. Proficient in utilizing contract tooling and Salesforce to streamline operations and enhance the efficiency of revenue processes.
Highest-signal resume keywords
Revenue OperationsDeal Desk ManagementContract Tooling ExperienceSalesforce FluencyProcess Ownership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Deal StructuringApproval WorkflowsContract ManagementRevenue Process OptimizationComplex Deal Management
Soft Skills
CollaborationProblem-SolvingProcess Documentation
Tools & Technologies
PandaDocDocuSignSalesforceApolloGong
Industry Keywords
B2B SaaSContract Lifecycle ManagementApproval ProcessesRevenue StackPartnership Management
Tech Stack
Tools & technologiesApollo
About the role
Key responsibilities & impact- Own the end-to-end deal process: quote-to-close, contract routing, approval workflows, and signatory management.
- Manage and maintain our contract tooling (currently PandaDoc; DocuSign consolidation in flight).
- Be the first call for AEs when a deal gets complicated — structure, pricing exceptions, multi-year terms.
- Partner with legal and finance on contract templates, renewal workflows, and CLM as it evolves.
- Own the operational side of key partnerships (e.g., UNFI), including sell rules, agreement tracking, and internal coordination.
- Build and maintain the internal knowledge base so AEs can self-serve on partner rules.
- Design and run onboarding for new AEs on our revenue stack (SF, Apollo, Gong, PandaDoc).
Requirements
What you’ll need- 5–8 years in Revenue Operations, Deal Desk, Sales Operations, or a closely adjacent role at a B2B SaaS company.
- Hands-on deal desk experience: you’ve structured complex deals, managed approval workflows, and worked directly with AEs and legal.
- Strong process ownership mindset — you don’t just document a process, you build it, maintain it, and hold people to it.
- Experience with contract tooling (PandaDoc, DocuSign, or similar) at an operational level.
- Fluency in Salesforce as a user and process manager (not a developer).
Benefits
Comp & perks- Competitive salary
- Flexible working hours
- Professional development budget
- Home office setup allowance
- Global team events
