Location
Based anywhere in the U.S.
Primary Responsibilities
- Deal Structuring & Execution: Design, review, and approve complex, high-value commercial proposals, ensuring adherence to internal discounting, pricing, and margin guidelines. This includes serving as the primary approver for non-standard terms and concessions.
- RFP/RFI Administration: Own the end-to-end administration of the RFP (Request for Proposal), RFI (Request for Information), and all security/compliance questionnaire processes. This involves coordinating internal subject matter experts (SMEs), maintaining the content library (e.g., in a CMS), and ensuring timely, high-quality submissions
- Process & Governance: Collaborate closely with RevOps, Finance, and Sales Leadership to revamp core GTM deal processes, establishing clear metrics for measuring deal desk effectiveness (e.g., deal review time, margin consistency).
- Methodology & Training: Serve as the expert on commercial policy, pricing structure, and licensing models. Design and execute training/certification for Account Executives (AEs) and Sales Managers on new pricing structures, commercial policies, and the RFP submission process.
- Tool & Content Management: Maintain and manage the effectiveness of the CPQ (Configure, Price, Quote) system and the Deal Desk/RFP content repository (in the CMS), ensuring all sales-facing teams have up-to-date pricing and approved responses.
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Requirements
- Experience: 2+ years of experience in a dedicated Deal Desk, Commercial Operations, or Sales Operations role within a B2B SaaS environment.
- Expertise: Proven mastery of deal modeling, SaaS pricing structures, and commercial contract terms. Demonstrated experience with RFP administration and content management is essential.
- Generalist Scope: Demonstrated experience supporting multiple GTM functions (Sales, Legal, Finance, RevOps) simultaneously on high-stakes, time-sensitive projects.
- Tools: High proficiency with CPQ (e.g., Salesforce CPQ, Ironclad), CRM (Salesforce), and Content Management Systems (CMS) used for RFP responses.
- SaaS Acumen: Strong financial and technical aptitude for SaaS solutions, with an understanding of subscription, usage-based, and perpetual licensing models.
- Education: College degree (BA/BS) in Business, Finance, or equivalent.
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