Deal Desk Lead
Core
Operational center of gravity for customer deal flow, owning the process from quote generation to invoicing and ensuring revenue integrity.
Role type
Senior Sales Operations Lead (Deal Desk)
Builds
End-to-end deal workflow, sales approval matrix, and contract fulfillment processes.
Domain
SaaS / Sales Operations
Required skills
Deal desk process ownership, Quote-to-Cash lifecycle management, Pricing governance, Contract negotiation support, CRM data integrity, Operational KPI analysis
Preferred skills
SaaS environment experience, GAAP principles, HubSpot expertise, Quote-to-Cash systems
Technologies
HubSpot, CRM, CPQ
Responsibilities
Architect and oversee the end-to-end deal workflow from quote to invoicing; Develop and manage a sales approval matrix balancing velocity with revenue integrity; Act as strategic partner to Sales for non-standard terms and multi-year contracts; Streamline legal and contract review workflows; Champion high-quality data standards within the CRM; Analyze discounting trends and operational KPIs to drive pricing decisions; Own order fulfillment and license provisioning.
Seniority
Senior, hands-on IC (via careerplan.io/jobs/4371012009-deal-desk-lead-at-yoodliinc)
