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Posted 3w agoSan Francisco, CA

Deal Desk Lead

LeadOn-site (San Francisco)Salary undisclosed
Job Description

About the Role

As Deal Desk Lead, you will be a founding member of our GTM Strategy & Operations team where you will own the buildout of our deal operations and deal desk functions from the ground up.

You will own all systems, workflows, and day-to-day operations for quoting, pricing, deal terms approvals, custom deal structures, and deal bookings. You will work closely with Sales, Partnerships, Finance, and Legal stakeholders to make sure that the process of structuring, configuring, approving, and booking deals is frictionless and optimized for deal velocity and value maximization.

This is a hands-on individual contributor role that has potential to evolve into a people manager role as our GTM scales. This role reports to the Head of GTM Strategy & Operations. This is an in-office role based in our San Francisco headquarters.

What you will do and achieve

  • 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

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