Deal Desk Lead

Factory

San Francisco, CA

On-site

Who this role is best for

Best suited to hands-on, systems-thinking professionals with SaaS and CPQ experience working in enterprise environments.

Best fit for

Candidates with experience building systems from the ground up in a growing SaaS company
— “own the buildout of our deal operations and deal desk functions from the ground up”
Individuals who can manage and optimize quote-to-booking processes with high precision
— “own the integrity of all bookings data in CRM/CPQ”
Professionals with cross-functional collaboration experience across Sales, Finance, and Legal teams
— “Experience working cross-functionally with Sales, Finance, Legal, Data, and Operations”
Candidates with a technical mindset and ability to troubleshoot and improve automations
— “technical mindset and the ability to build, troubleshoot, and improve systems, workflows, automations, and integrations”

Things to consider

In-office requirement may not be suitable for remote-preference candidates
— “This is an in-office role based in our San Francisco headquarters”
The role involves direct data-level work, requiring meticulous attention to detail
— “Exceptional attention to detail and a willingness to work directly at the record level”

How to stand out

Highlight experience with Salesforce Revenue Cloud or similar CPQ platforms in your resume
— “Strong hands-on experience administering Salesforce Revenue Cloud or a comparable CPQ platform”
Showcase examples of optimizing complex deal structures in your interview responses
— “Experience supporting complex and non-standard deals in an enterprise SaaS environment”
Emphasize your ability to streamline operations using AI and automation tools
— “Strong AI fluency and a practical instinct for using AI to increase leverage”
Demonstrate your track record of designing systems for rapidly growing organizations
— “Experience designing systems and processes for a rapidly growing company”

Pace · SteadyCollaboration · HighAutonomy · HighDecision Impact · CompanyLevel · Senior

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

Designing and managing quote-to-booking processes
Being the primary business and technical owner for Salesforce Revenue Cloud CPQ
Ensuring booking readiness
Establishing clear frameworks for pricing and deal terms
Guiding Sales team for deal structures

Typical background

5+ years of experience in Deal Desk, Revenue Operations, Sales Operations, or a related function

Skills & requirements

Required

Deal Desk LeadDeal OperationsDeal Desk FunctionsSalesforce Revenue Cloud CPQQuote-to-booking ProcessesCrm/cpq Data IntegrityDeal StructuringSales LeadershipFinanceLegalSystems And Processes DesignAI Fluency

Preferred

Complex And Non-standard DealsEnterprise Saas EnvironmentTechnical MindsetAttention To DetailCross-functional CollaborationRapidly Growing Company

Stack & domain

Salesforce Revenue CloudCPQ PlatformQuote-to-booking ProcessesSaas PricingDiscountingCommercial TermsContract StructuresCollaborationProblem-solvingAttention To DetailTechnical ExpertiseSalesforceCPQSaasPricing

About the role

Original posting from Factory via Ashby

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, Subscriptions, etc.).
Review deals for booking readiness, resolve discrepancies, and ensure approved commercial terms are accurately reflected across CRM and CPQ.
Partner with Sales Leadership, Finance, and Legal to establish clear frameworks for pricing, deal terms review, approvals, and contract review.
Guide the Sales team toward deal structures that increase velocity and maximize value.
Find novel ways to use Factory droids to streamline quote-to-booking processes.
QUALIFICATIONS
5+ years of experience in Deal Desk, Revenue Operations, Sales Operations, or a related function.
Strong hands-on experience administering Salesforce Revenue Cloud or a comparable CPQ platform.
Deep understanding of quote-to-booking processes, including quoting, pricing, approvals, contracting, and booking.
Strong understanding of SaaS pricing, discounting, commercial terms, and contract structures.
Experience supporting complex and non-standard deals in an enterprise SaaS environment.
A technical mindset and the ability to build, troubleshoot, and improve systems, workflows, automations, and integrations.
Exceptional attention to detail and a willingness to work directly at the record level to identify and resolve discrepancies.
Experience working cross-functionally with Sales, Finance, Legal, Data, and Operations.
Experience designing systems and processes for a rapidly growing company.
Strong AI fluency and a practical instinct for using AI to increase leverage.
This is an in-office position (5 days/week) in San Francisco (walking distance to Caltrain)

Source: Factory careers (Ashby)