Operational ownership of deal execution: deal structuring support, order form creation in SFDC/Nue CPQ, commercial approval workflows, contract coordination in LinkSquares, and advising AEs on pricing, discount thresholds, and approval requirements. Manage the Deal Desk case queue, maintain SLA targets, and escalate non-standard requests to leadership and Legal.
Recurring dashboard maintenance, board deck data refreshes, pipeline data pulls, ad hoc analysis, and building SFDC reports that give Sales leadership real-time visibility into deal pipeline, discount trends, and Deal Desk throughput.
Manage and continuously improve the Deal Desk case management system in SFDC. Surface recurring friction points in the Quote-to-Cash lifecycle and partner with RevOps leadership to implement scalable solutions and processes.
SFDC data audits, field validation monitoring, and cleanup projects that maintain revenue data integrity.
Liaison between Sales, Legal, CS, Finance, and Biz Ops to resolve deal blockers, facilitate approvals, and ensure clean handoffs from execution to booking.

Requirements

4–6 years in Deal Desk, Sales Ops, Revenue Ops, or Contract Management within B2B SaaS — with hands-on experience operating (not just supporting) a deal desk or QTC process
Salesforce proficiency: reports, dashboards, list views; case management and workflow rule experience strongly preferred
Experience with order form creation and CPQ/billing tools (Nue experience is a strong plus)
Contract management platform experience (LinkSquares, Ironclad, DocuSign CLM, or similar)
Strong analytical skills — can evaluate deal economics, apply pricing/discount policies, and flag risk in non-standard structures
Exceptional attention to detail without sacrificing speed
Cross-functional communication skills — equally effective with Legal, Finance, and Sales
Comfort with AI tools (Claude, etc.) to accelerate workflows and automate tasks — curiosity and willingness to experiment required, deep expertise not expected
Bachelor's degree in Business, Finance, Operations, or related field — or equivalent experience.

Benefits

Flexible PTO
Parental leave
401(k) match
Competitive compensation packages that include employee equity

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

deal structuringorder form creationcommercial approval workflowscontract coordinationSFDC proficiencydata analysispipeline managementdata integrity maintenancepricing policiesdiscount policies

Soft Skills

analytical skillsattention to detailcross-functional communicationproblem-solvingcuriositywillingness to experiment