Redwood City, California, United States of America
Full Time
3 weeks ago
$128,000 - $192,000 USD
Visa Sponsor
Key skills
SalesforceCRMLeadershipCommunicationSales
About this role
Role Overview
Own the end-to-end deal process from pricing through execution.
Partner with Sales to structure deals that align with pricing guidelines, discounting policies, and commercial standards
Assemble, review, and quality-check order forms and commercial documentation for accuracy and completeness
Coordinate cross-functional approvals across Finance, Legal, and GTM leadership, ensuring deals move through the pipeline without unnecessary friction
Conduct final review of all deals prior to execution, serving as the last line of quality control before signature
Support the pricing and commercial sections of RFP/RFI responses in partnership with Sales and PMM
Build the deal desk function and the operational infrastructure to support it.
Design and implement scalable deal review and approval workflows, including escalation paths, SLA standards, and exception-handling frameworks
Develop and maintain pricing guidelines, discount approval matrices, and deal structuring playbooks
Identify and resolve recurring friction points in the deal cycle, driving process improvements that accelerate time-to-close while maintaining commercial discipline
Establish the operating cadence for deal review, including regular deal clinics or approval syncs with Sales and Finance leadership
Ensure the systems that support the deal lifecycle are accurate, reliable, and well-maintained.
Own Salesforce hygiene related to deal and opportunity records, ensuring data accuracy across pricing, deal terms, approval status, and contract details
Support Ironclad administration, maintaining contract workflows, templates, and clause libraries
Partner with Revenue Operations and Revenue Architecture teams to improve and automate deal desk workflows within CRM and CLM platforms
Maintain reporting and visibility into deal desk metrics including cycle times, approval turnaround, exception rates, and deal quality
Act as the connective tissue between Sales, Finance, and Legal throughout the deal cycle, ensuring alignment on commercial terms, pricing, and contract language
Advise Sales on deal structuring best practices, proactively flagging risks or non-standard terms before they become blockers
Partner with Finance on booking accuracy, revenue recognition considerations, and commercial policy evolution
Influence adoption of deal desk processes and standards across the sales organization, building credibility through consistency and responsiveness
Requirements
5–7+ years of experience in Deal Desk, Order Management, Sales Operations, or Revenue Operations at high-growth technology companies
Experience supporting enterprise sales organizations through complex, multi-stakeholder deal cycles
Strong working knowledge of CPQ, CRM (Salesforce), and CLM (Ironclad or similar) platforms
Demonstrated ability to build or significantly improve deal desk processes, not just operate within existing ones
Commercial judgment and the confidence to push back constructively on senior sales stakeholders when deal structures fall outside policy
Exceptional attention to detail paired with the ability to prioritize and move quickly in a high-volume environment
Excellent communication skills, with the ability to translate commercial complexity into clear guidance for Sales, Finance, and Legal partners
Comfort operating in a fast-paced, ambiguous environment, balancing process-building with hands-on deal execution.