Partner with Account Executives and Sales Leadership to structure complex deals and pricing models
Maintain pricing policies, discount frameworks, and approval matrices
Provide guidance on non-standard deal terms and ensure alignment with legal, finance, and customer success policies
Manage the end-to-end deal desk process from opportunity to order
Improve efficiency and accuracy of quotes, CPQ workflows, and contract generation
Oversee HubSpot, CPQ systems, and other related tools to ensure data integrity and process automation
Work closely with Legal to streamline contract redlining and approvals
Coordinate with Finance on order booking, invoicing, and revenue recognition requirements
Provide feedback to Product and Marketing on deal trends and customer needs
Train and support Sales and Customer Success teams on deal desk processes and tools
Build dashboards and reports to track deal velocity, discounts, approval times, and other KPIs
Identify bottlenecks and lead initiatives to continuously improve the deal lifecycle
Requirements
2–4 years of experience in Deal Desk, Sales Operations, or Revenue Operations in a high-growth SaaS environment
Bachelor's degree in relevant field
Deep familiarity with B2B SaaS pricing, renewals, and contract structures (e.g., ARR, MRR, usage-based, multi-year)
Hands-on experience with HubSpot CRM and CPQ systems (CPQ etc.)
Strong analytical skills; proficient with Excel/Google Sheets, and reporting tools (e.g., Looker, Tableau)
Excellent communication and collaboration skills across functions and levels
Experience leveraging AI-powered tools to streamline deal processes—such as using AI for contract review, pricing insights, forecasting support, or workflow automation–is preferred