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Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Process deals. Create and manage quotes, order forms, and amendments in CPQ accurately and within SLA, including more complex and non-standard deals.
- Route approvals. Drive deals through the approval matrix, tracking status and looping in the right approvers to keep cycle times low.
- Advise the field. Be a trusted point of contact for pricing, packaging, and process questions; hop on calls, and provide the Sales team with recommendations on deal structure and guidance on best practices.
- Think strategically. Work through the right outcome for each deal, balancing speed with sound commercial and process judgment.
- Protect data quality. Maintain deal hygiene and accurate opportunity and quote data in Salesforce.
- Support the close. Help manage order processing and prioritize effectively during periods of high volume, with schedule flexibility at month and quarter end.
- Escalate well. Manage deals independently, while recognizing genuinely complex or ambiguous situations early and looping in leadership when needed.
- Recommend improvements. Identify discrepancies and areas for improvement, and recommend system and process updates.
- Own projects. Take ownership of specific deal desk projects as assigned.
- Partner cross-functionally. Partner with Legal, Finance, and Sales to facilitate, process, and execute standard and non-standard deals.
- Support tooling. Help support and improve our CPQ tool, DealHub, and the associated workflows.
- Review deal structures, pricing, discounting, and commercial terms to ensure alignment with company policies and business objectives.
- Advise Account Executives on creative deal structures that balance customer needs with company goals.
- Partner closely with Revenue Operations, Finance, Legal, and Sales Leadership to resolve commercial issues and drive deals to completion.
- Own and manage commercial approval workflows while ensuring timely turnaround during active sales cycles.
- Identify risks within proposed deal structures and recommend appropriate solutions.
- Analyze deal trends, pricing behavior, and approval metrics to identify opportunities for operational improvements.
- Help design, document, and implement scalable commercial policies and approval frameworks.
- Mentor junior Deal Desk team members and serve as a subject matter expert on commercial processes
- Support strategic initiatives, systems enhancements, and automation projects across the quote to cash lifecycle.
Requirements
What you’ll need- 5+ years in deal desk, deal strategy, or pricing within B2B SaaS.
- Hands on experience structuring complex, non-standard deals; experience with consumption / usage based deal structures is a strong plus.
- CPQ experience (Salesforce CPQ / Revenue Cloud, DealHub, or similar) and strong quote to cash fluency.
- Strong commercial and financial acumen and the ability to reason about margin, revenue recognition, and risk.
- Strong stakeholder service mindset and clear, well structured communication, with the ability to advise and influence across functions and levels of seniority.
- Experience partnering cross functionally with Sales, Finance, Legal, and Executive Leadership.
- Detail oriented, organized, and responsive; comfortable with high transaction volume and period end pressure.
- Sound judgment on when to decide independently and when to escalate.
- Not fazed by ambiguity or uncertainty, and comfortable working in a dynamic, hyper growth environment.
- Strong MS Excel/Google Sheets skills (required).
- Order management experience is a plus.
Benefits
Comp & perks- Up to a $190,000 salary
- 10% bonus
- equity
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Deal Desk OperationsComplex Deal StructuringQuote to Cash FluencyRevenue RecognitionRisk AnalysisOrder ManagementData Quality MaintenancePricing StrategyApproval Workflow ManagementOperational Improvement Analysis
Soft Skills
Clear CommunicationStakeholder Service MindsetDetail OrientedOrganizational SkillsJudgment and Decision Making
