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Deal Desk Lead

Factory· Operations
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San Francisco, CAFull-timePosted 2mo ago

About the role

Founding member of GTM Strategy & Operations responsible for building the deal operations and deal desk functions, owning quote-to-booking processes, Salesforce Revenue Cloud CPQ, and cross-functional collaboration to optimize deal velocity and value.

Responsibilities

  • 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.
Last updated Oct 8, 2026. Interested? Apply on the company site.
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Build faster with AI coding agents.

Build faster with AI coding agents. Factory Droids automate coding, testing, and deployment for startups and enterprises.

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