Deal Desk Lead
At a glance
Senior Revenue & Sales Operations role at Factory. San Francisco · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Build and refine the full path from quote creation through deal booking, including its tools
- Administer Salesforce Revenue Cloud CPQ and maintain accurate CRM and CPQ booking records
- Check transactions before booking, fix data mismatches, and carry approved terms into each system
- Create pricing, approval, and contract-review frameworks with Sales leaders, Finance, and Legal
- Help Sales shape complex deals for faster execution and stronger commercial value
What you bring
- At least five years in Deal Desk, Revenue Operations, Sales Operations, or a related field
- Hands-on administration experience with Salesforce Revenue Cloud or a similar CPQ system
- Working knowledge of quoting, pricing, approvals, contracting, and booking across the full process
- Experience handling complex enterprise SaaS transactions and commercial terms such as discounts and contract structures
- Ability to build and troubleshoot workflows, automations, integrations, and record-level data issues
Who this fits
This role suits a senior, hands-on individual contributor who can build deal operations from the ground up and work closely with Sales, Finance, Legal, Data, and Operations. You should bring strong AI fluency and practical judgment about applying AI to improve leverage. The job is based in San Francisco and requires working in the office five days a week, within walking distance of Caltrain. It may later develop into people management as the GTM organization grows.
From the employer
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)
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