San Francisco, California, United States of America
Full Time
2 hours ago
$102,400 - $153,600 USD
Visa Sponsor
Key skills
GlueSaaSSalesforceCRMCommunicationSales
About this role
Role Overview
Become a power user of our Salesforce and CPQ/contracting workflows, learning how we structure multi-product enterprise and health plan deals and maintain high standards for data hygiene and approvals.
Serve as a reliable day-to-day partner to Sales and CS reps on standard and moderately complex deals, ensuring quotes, order forms, and key data fields are accurate and compliant with existing policies.
Take end-to-end ownership of high-priority enterprise and health plan transactions, from Deal Desk submission through contract execution, acting as the subject matter expert on deal structure, policy, and economics.
Drive documentation excellence by preparing and auditing BAFOs, Order Forms, and custom contracts so that pricing, incentives, and terms are reflected with “zero-error” quality in both Salesforce and our contracting systems.
Act as the “glue” between Sales, Legal, Finance, Sales Ops and RevOps to unblock redlines, approvals, and policy questions quickly, especially during month-end and quarter-end closes.
Become the “source of truth” for complex deal data and health of the deal pipeline, maintaining opportunities that feed dashboards and reports used for forecasting and strategic decision-making.
Identify recurring friction points in our contracting and approval workflows and propose process or systems improvements that reduce cycle time and improve the experience for both internal stakeholders and customers.
Help ensure a seamless handoff from Sales to Client Success and Implementation by providing clear, consistent documentation that supports a successful client launch and long-term relationship.
Requirements
2+ years of experience in Sales Operations, Deal Desk, Revenue Operations, or a closely related role supporting B2B sales (e.g., enterprise SaaS, health tech, or payer/health plan services).
Deep Salesforce (CRM) experience, including building and maintaining accurate opportunities, products, and deal structures; experience with CPQ tools is a strong plus.
Proven ability to manage complex deals (multi-product, non-standard terms, or multiple business lines) from initial quote through contract execution within defined policy guardrails.
Demonstrated attention to detail and data accuracy for pricing, incentives, legal terms, and custom billing requirements.
Strong cross-functional communication skills and comfort partnering with Sales, CS, Legal, Finance, and RevOps to resolve issues and move deals forward.
Benefits
Inclusive healthcare and benefits: On top of comprehensive medical, dental, and vision coverage, we offer employees and their family members help with gender-affirming care, tools for family and fertility planning, and travel reimbursements if healthcare isn’t available where you live.
Planning for the future: Start saving for the future with our traditional or Roth 401k retirement plan options which include a 2% company match.
Modern life stipends: Manage your own learning and development