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About the Role
We are seeking a Deal Desk and Incentive Compensation Lead to partner with our Sales and Post Sales teams on deal structure, approvals, and incentive compensation. This role will also be responsible for building, implementing, and running systems and AI automation to support scaling deal volume and the GTM team.
Responsibilities
- Act as the deal partner for GTM teams, addressing questions on pricing, packaging, discounts, multi-year and ramped deals, upsells, and renewals.
- Assist teams in structuring complex and non-standard deals prior to customer engagement.
- Manage the Deal Desk, maintaining the approval matrix and discount guidelines in collaboration with GTM and Finance.
- Oversee pre-send commercial validation, including order form calculations, pricing against standards, and required approvals.
- Develop automated checks for standard deals and review non-standard deals, ensuring exceptions are routed appropriately.
- Own the business requirements and daily configuration of CPQ and pricing calculator tools, including product catalog, price books, quote templates, and approval rules.
- Build and test AI and workflow automation for order form validation, approval routing, and contract term extraction, with clear exception handling.
- Manage compensation operations and administration, translating approved plans and quotas into plan documents.
- Calculate and reconcile payouts each period, investigate disputes, and maintain an audit trail of adjustments.
- Collaborate with Finance and leadership for final approval of plan changes, crediting exceptions, and payouts.
- Lead the evaluation and implementation or build of a compensation tool in partnership with Finance and systems teams.
- Provide timely visibility to reps and managers on attainment, estimated earnings, and payout status.
- Serve as the primary RevOps contact for Finance regarding contract terms, bookings, billing, revenue recognition inputs, commission calculations, and payroll handoff.
Requirements
- 5+ years of experience in Deal Desk, Sales Operations, Revenue Operations, or Sales Compensation at a growing B2B SaaS company.
- Hands-on ownership of deal desk and compensation administration.
- Strong Salesforce and CPQ skills, including hands-on configuration of price books, quote templates, and approval workflows.
- Experience calculating and reconciling sales compensation payouts, applying crediting rules, and resolving discrepancies with Finance.
- Demonstrated high agency and low ego, with a focus on building systems and driving cross-organizational changes.
Skills
- Salesforce
- CPQ
- Deal Desk
- Sales Operations
- Revenue Operations
- Sales Compensation
- AI automation
- Workflow automation
- Pricing
- Discounting
- Contract negotiation
- Financial reconciliation
- System implementation
- Project management
Location
- Remote
Work Type
- Full-time
Experience Level
- 5+ years
Benefits
- Premium Medical, Dental, and Vision coverage
- Life Insurance
- 6 coaching & 6 therapy sessions through Spring Health
- 100% coverage for Wellhub Gold membership
- Unlimited PTO
- 12 paid company holidays
- Daily meal stipends
- Fully stocked kitchen
- $300 toward custom desk setup
- Pre-tax commuter benefits
- 401(k) retirement plan
- Monthly office activities
- Frequent optional team happy hours
- Access to Carrot Fertility
- Paid parental leave
About the Company
- Basis builds real agents that perform end-to-end work for large accounting firms.
- The company has raised $100M at a >$1B valuation and is focused on deploying advanced applied ML at production scale.
- Investors include Khosla Ventures, Accel, Google Ventures, and other prominent industry leaders.
- OpenAI's Applied AI Lead, Prashant Mital, notes Basis's position on the frontier of production-grade, long-horizon agents.