Deal Desk Lead
Own and build the deal desk and quote-to-booking function for a growing SaaS business, including Salesforce Revenue Cloud CPQ, commercial approvals, bookings integrity, and complex deal support. Requires 5+ years in deal desk or revenue/sales operations and strong systems, SaaS pricing, and AI fluency.
About the job
Responsibilities
- Design, manage, and continuously improve quote-to-booking processes and tooling.
- Serve as the primary business and technical owner for the Salesforce Revenue Cloud CPQ instance.
- Maintain the integrity of bookings data in CRM and CPQ, including opportunities, opportunity products, quotes, quote lines, assets, and subscriptions.
- 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 on pricing, deal-term review, approvals, and contract-review frameworks.
- Guide Sales toward deal structures that increase velocity and maximize value.
- Use AI tools to streamline quote-to-booking processes.
Requirements
- 5+ years of experience in Deal Desk, Revenue Operations, Sales Operations, or a related function.
- 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.
- Technical mindset with the ability to build, troubleshoot, and improve systems, workflows, automations, and integrations.
- Exceptional attention to detail and willingness to investigate and resolve record-level 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 practical ability to use AI to increase leverage.
Work Arrangement
- In-office position five days per week in San Francisco.
Skills
Salesforce Revenue Cloud, CPQ, Quote-To-Booking, Saas Pricing, Deal Desk, Revenue Operations, Sales Operations, CRM, Workflow Automation, Systems Integration, Contract Structures, Artificial Intelligence
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