Deal Desk Lead
Core
Operational center of gravity for customer deal flow, owning the quote-to-cash lifecycle and pricing governance.
Role type
Senior Deal Desk Lead (Sales Operations)
Builds
End-to-end deal workflows, sales approval matrices, and contract fulfillment processes.
Domain
SaaS / Sales Operations / Revenue Operations
Required skills
Deal desk process ownership, GAAP principles, CRM/CPQ expertise, contract lifecycle management, data integrity, cross-functional partnership
Preferred skills
HubSpot experience, SaaS/startup environment experience, automation of manual processes
Technologies
CRM, CPQ, HubSpot
Responsibilities
Architect and oversee the end-to-end deal workflow from quote generation 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 review processes and manage contract workflows; Champion high-quality data standards within the CRM for forecasting and revenue recognition; Develop and enforce clear deal policies to accelerate deal velocity; Own order fulfillment and license feature/duration accuracy; Analyze discounting trends and operational KPIs to drive pricing decisions; Systematically log operational errors and evolve policies for scalability.
