Deal Desk Agent
Own the deal execution lifecycle for critical customers, implementing CPQ workflows, coordinating contracts, and analyzing deal-cycle analytics.
You’ll work closely with our Sales and Revenue Operations teams to own the deal execution lifecycle for our most critical customers—from complex consumption‑based quotes to bespoke enterprise contracts—ensuring speed, accuracy, and compliance at every step. You’ll also partner closely with Finance, Legal, and Customer Success to unblock approvals, automate manual tasks, and continuously refine our pricing engine and sales processes:
Implement and own quote generation and approval workflows in Configure Price Quote (CPQ), handling custom configurations, volume tiers, and usage‑based pricing logic.
Coordinate contract drafting, redlines, and signature workflows in CLM tools with Legal and external counsel to meet various requirements and compliance standards.
Analyze deal‑cycle analytics and build dashboards that highlight bottlenecks; recommend and implement automations to shave days off turnaround times.
Serve as the subject matter expert on pricing, discounting, and contract terms for the sales organization
Requirements
Experience implementing or administering Configure Price Quote (CPQ) systems, especially integrating with Salesforce.
Experience in finance or legal operations in a fast-paced and high ownership environment.
Proven track record of reducing deal‑cycle times by ≥30% through process optimizations or automation.
Hands‑on experience configuring and maintaining CPQ rulesets, price books, and approval workflows.
Ability to make value judgements that balance business, financial, and legal priorities.
Nice to have:
Experience administering and conducting workflows in Contract Lifecycle Manage
Knowledge of AI/ML industry pricing models and competitive landscape
Experience scaling deal desk processes in a high-growth environment