Deal Desk Lead

CoLab Software

5h • Remote

About The Position

We're hiring our first Deal Desk Lead to build the function from the ground up. Today, there's no central deal desk — quote-to-cash is broken, legal review happens ad hoc in Slack, and order forms and contracts live scattered across inboxes with no single source of truth. This role exists to fix that: to bring structure, speed, and integrity to how we quote, contract, and close deals. This is a build role, not a maintain role. You'll design the process, not just run one that already exists.

Requirements

• 5–8 years of experience in deal desk or sales operations at a SaaS company
• Direct experience standing up a deal desk function from scratch at least once — you've done this before, not just supported someone else doing it
• Comfort working in Salesforce, or a strong, demonstrated willingness to get there quickly
• A natural instinct to build with Legal and Finance as partners — not to route around them when they're slow or inconvenient
• Strong process instincts: you see a broken workflow and want to fix the system, not just the symptom

Nice To Haves

• You're motivated by solving deal integrity issues at their root, not just patching symptoms as they resurface
• You care about eliminating manual data entry across the quote-to-invoice process and want to build the system that finally makes it happen
• You're energized by replacing ad hoc, manual workflows with scalable processes — and by giving Finance reliable, trustworthy source data on deals for the first time
• You see yourself as a true partner to Legal and Finance, not another bottleneck in their way, and you're ready to be foundational to that shift

Responsibilities

• Deal Desk operations — end-to-end ownership of how deals move from quote to signed contract
• Quote → contract workflow — designing and running a repeatable process that eliminates manual handoffs and data entry
• Templates, centralized — order forms and legal document templates consolidated into one governed, single source of truth
• Legal partnership process — building the repeatable process by which Deal Desk and Legal collaborate on deal review and exceptions
• Joint template ownership — co-owning legal document templates with Legal, ensuring both speed and risk are properly balanced

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed