Deal Desk, Lead

WP Engine • Austin, TX

2d • $108,000 - $148,500 • Remote

About The Position

The Deal Desk Lead is responsible for streamlining deal execution and driving operational efficiencies across the sales cycle, navigating systems optimization while managing commercial compliance for the business. This position will join our Revenue Operations team forging strong cross-functional partnerships with Sales, Finance, Billing, Customer Success, Legal, and Systems teams. A qualified candidate will have hands-on experience in the SaaS industry with a foundational understanding of Salesforce and CPQ/CLM tools.

Requirements

• Strong understanding of SaaS contract structures, pricing strategies, and revenue recognition principles.
• Process oriented, systems focused mindset to enabling sales success.
• Experience working with Salesforce (Salesforce CPQ/RevCloud exposure a significant plus), DocuSign, Zendesk, NetSuite, and contract lifecycle tools.
• Exceptional attention to detail with a proven ability to manage and prioritize multiple deal flows and deadlines in a fast-paced environment.
• Familiarity with SaaS customer agreement structures and comfort working alongside internal legal counsel.
• Strong proficiency in Excel.
• Excellent written and verbal communication skills; ability to explain complex processes or system workarounds clearly.
• Prior SaaS and/or tech industry experience.
• Degree in a field related to Business, Finance, Mathematics, Economics, or similar requirements.
• Minimum 2–4 years of experience in Deal Desk, Sales Operations, Revenue Operations, Pricing, or similar positions.
• Strong interpersonal and communication skills.
• Demonstrated ability to manage complex analyses, summarize findings, and implement structural recommendations.
• Prior work in cross-functional environments, building strong relationships with sales and related teams.

Nice To Haves

• Salesforce CPQ/RevCloud exposure

Responsibilities

• Field requests and escalations from the sales team, facilitating deal velocity while adhering to standards and policies set by the business.
• Master the RevCloud environment and deal flow to smoothly manage agreement structures, pricing, and contracts.
• Protect data integrity by leading the transition and migration of contract information into Salesforce and billing systems.
• Oversee contractors tasked with drafting, managing, and reporting of customer agreements in current state.
• Work in lockstep with the Legal team on all agreement language and clause management.
• Consult on pricing and discounting scenarios with Sales and Finance teams, running margin analysis to arrive at data-driven outcomes.
• Evolve pricing strategy in conjunction with Sales and Finance goals.
• Establish frameworks for variable pricing, product bundles, and margin driven deal structures.
• Own systems process and business requirements to implement strategic pricing initiatives.
• Develop and track metrics to assess discount usage and trends over time.
• Drive systems enablement by identifying and communicating deal bottlenecks and sales needs, and translating them into actionable system solutions.
• Assess and optimize Deal Desk's activities and initiatives, ensuring alignment with overall business strategy.
• Communicate pricing analysis, deal strategy, and contracting approaches to internal audiences, ensuring synchronization across the business.

Benefits

• Company stock options for every employee.
• Medical, dental, vision, and life insurance plans with choice and flexibility.
• Fertility and IVF drug coverage included.
• 401(k) with a 4% company match and Company HSA contributions ($750 individual / $1,500 family).
• 100% employer-paid short- and long-term disability insurance.
• Generous PTO, 10 paid holidays, 4 company wellness days, and 1 floating holiday.
• Fully paid leave for new parents and caregivers.
• $500 one-time home office setup stipend.
• Ongoing education through LinkedIn Learning, Workday Learning, and our Career Growth Portal

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level