Deal Desk Manager
Manage end-to-end deal processing in CPQ and Salesforce for a B2B SaaS company. Own quoting, approvals, and order forms while identifying automation opportunities to reduce manual work and improve deal velocity.
Own Clay's enterprise account-based motion, developing targeted programs, strategic outbound plays, and investor introductions that drive pipeline and revenue. The role requires ABM or field marketing experience, strong sales and revenue operations fluency, sound judgment, and a results-oriented approach.
Manage end-to-end deal processing in CPQ and Salesforce for a B2B SaaS company. Own quoting, approvals, and order forms while identifying automation opportunities to reduce manual work and improve deal velocity.
Business Systems Manager owns end-to-end governance, configuration, data integrity, and integrations for HubSpot (and eventually LoanPro). Requires 5+ years in RevOps/business systems, 2+ years hands-on CRM admin, strong architecture instincts, and comfort with APIs/SQL. Focuses on rationalizing automations, enforcing processes, and providing constructive systems guidance in a remote fintech environment.
Build and automate GTM operations as a technical RevOps Manager, leveraging AI coding tools to create scalable analytics infrastructure, integrations, and workflow automation across the revenue stack.
Partner with New Business and Inside Sales leadership to own forecasting, operating cadence, and data-driven insights. Build dashboards, deploy AI workflows, and shape org design, quotas, and rules of engagement.
Owns quote-to-cash operations and sales compensation, from plan design and forecasting policy through payouts, accruals, and revenue recognition. The role requires 4+ years of quote-to-cash experience, deep Salesforce expertise, and the ability to build AI-powered revenue workflows.