Deal Desk Lead
Lead the development of deal operations and desk functions in a hands-on role at Factory's San Francisco headquarters.
Posted by employer 3 weeks ago
First seen on Joblaze 1 week ago
Last verified on the company career page 1 day ago
Skills & Technologies
AI in the day-to-day
Find novel ways to use Factory droids to streamline quote-to-booking processes.
Requirements
- Experience
- 5+ years
Not disclosed in this posting: compensation, visa sponsorship.
Joblaze summary
In the role of Deal Desk Lead, the individual will be responsible for establishing and managing the deal operations and quoting processes, ensuring a smooth workflow from pricing to deal bookings. Key skills include hands-on experience with Salesforce Revenue Cloud and a solid understanding of SaaS pricing and deal structures. This position is ideal for someone with over five years of experience in deal desk or revenue operations, particularly in a fast-paced SaaS environment. As a founding member of the GTM Strategy & Operations team, the role offers the potential for growth into management as the company expands.
Joblaze insights
- Listed 9 days ago on Joblaze — tracked directly from Factory's career page.
- Factory has 55 other open roles including Solutions Engineer, Mid-Market, SF, Solutions Engineer, Field Partner Sales Leader, US - Central/West.
- 45 active CPQ roles on Joblaze right now.
- Typical CPQ salary we track runs $108,752–$272,500 (median $166,000, across 23 roles).
Quick facts
- Is the Deal Desk Lead role remote?
- No — this is an on-site role in San Francisco, CA.
- How much experience is required?
- At least 5 years of relevant experience for this Deal Desk Lead role.
- Where is the role based?
- Factory is hiring for this position in San Francisco, CA.
- What's the tech stack?
- Joblaze extracted these technologies from the posting: CPQ, Salesforce Revenue Cloud.
- What seniority level is this role?
- Factory targets lead candidates for this position.
- Is this full-time or contract?
- Full-time for this Deal Desk Lead role at Factory.
From the original posting
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)