# Deal Desk Lead

**Company:** [Factory AI](https://hotfix.jobs/companies/factory-ai)
**Location:** San Francisco, CA
**Role:** Revenue Operations
**Experience:** 5+ years
**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
**Posted:** 2026-08-19

> 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.

## Job Description

## 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.

## Similar jobs

- [Senior Programmatic Tech Operations Specialist](https://hotfix.jobs/jobs/864f3714-07f4-4fc7-ade8-114e216fd031) - Pinterest - New York, NY - $110k – $227k/yr
- [Senior Price Realization Strategy Manager](https://hotfix.jobs/jobs/68e41ee4-f69e-4849-9eb3-2a79a07ecf8e) - Twilio - Remote - $142k – $208k/yr
- [Senior Analyst, GTM Strategy & Operations](https://hotfix.jobs/jobs/453b66b4-cb28-48bd-84cb-da94327e71d4) - Navan - New York, NY - $86k – $145k/yr
- [Senior Commercial Deal Desk Analyst](https://hotfix.jobs/jobs/498ac230-5bea-4cdf-9eac-7fa97fd98caf) - 1Password - Remote - $96k – $134k/yr
- [Senior Analyst, Revenue Transformation](https://hotfix.jobs/jobs/1e8fb7b0-c196-4629-8146-e8952e394f72) - Figma - Remote - $140k – $202k/yr

**Apply:** https://hotfix.jobs/jobs/a435c2d6-8f42-4c53-bf55-5dfb5c51e06f
**Canonical:** https://hotfix.jobs/jobs/a435c2d6-8f42-4c53-bf55-5dfb5c51e06f