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About the Role

As Deal Desk Lead, you will be a founding member of our GTM Strategy & Operations team, owning the buildout of deal operations and deal desk functions. You will manage systems, workflows, and daily operations for quoting, pricing, deal approvals, custom deal structures, and deal bookings, collaborating with Sales, Partnerships, Finance, and Legal to ensure a frictionless and optimized process. This hands-on individual contributor role has the potential to evolve into a people manager role and reports to the Head of GTM Strategy & Operations.

Responsibilities

• 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, and ensure approved commercial terms are accurately reflected across CRM and CPQ.
• Partner with Sales Leadership, Finance, and Legal to establish clear frameworks for pricing, deal terms review, approvals, and contract review.
• Guide the Sales team toward deal structures that increase velocity and maximize value.
• Find novel ways to use Factory droids to streamline quote-to-booking processes.

Requirements

• 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.
• Exceptional attention to detail and a willingness to work directly at the record level to identify and resolve discrepancies.
• Experience working cross-functionally with Sales, Finance, Legal, Data, and Operations.
• Experience designing systems and processes for a rapidly growing company.
• Strong AI fluency and a practical instinct for using AI to increase leverage.

Skills

• Salesforce Revenue Cloud CPQ administration
• Quote-to-booking processes
• SaaS pricing
• Discounting
• Commercial terms
• Contract structures
• System and workflow design
• AI fluency

Location

• San Francisco, CA

Work Type

• In-office (5 days/week)

Experience Level

• 5+ years