The Role You'll be our first dedicated Deal Desk owner; the person sales reps go to when a deal needs structure, the person Accounting and Customer Experience trust to hand off clean commercial data, and the person RevOps leadership leans on to build the systems that make all of it run smoothly. We're looking for someone ready to grow their career alongside the function they're building. About 80% of your time is deal desk: half running the day-to-day, half building the strategic infrastructure underneath it. The remaining 20% is broader RevOps; you'll get pulled into projects that span marketing ops to CX ops, and we want you in those rooms. What You'll Own Day-to-Day Deal Desk (~40%) • Pipeline and deal data hygiene. Own data quality across the HubSpot pipeline — stage discipline, deal data completeness, accurate forecasting inputs. • Rep support. Be the first call when a rep needs help structuring a deal, pricing a non-standard configuration, or working through commercial terms. You're an enabler, not a gatekeeper. • Order forms & contracts. Drive deals through to close — order form generation, contract details, special terms, signatures via DocuSign. • Deal-close handoff. Coordinate with Accounting and Customer Experience so every closed deal lands with clean commercial data and any special conditions clearly communicated. Strategic Deal Desk Projects (~40%) • CPQ build-out. Partner with our Business Systems team to evolve our quote-to-contract flow inside HubSpot. Cleaner objects, smarter automation, fewer manual steps. • Order forms & MSA architecture. Design how we capture contracting data, surface special terms, and structure renewals as first-class objects in the CRM. • Approval workflows. Build the routing logic that flags deals requiring multiple eyes — deal size, discount thresholds, custom terms — and notifies the right execs automatically. • Renewal automation. Stand up the workflow that turns existing customers into expansion and renewal motions, not fire drills. • Proposal automation. Move proposal generation from manual to templated to automated. Broader RevOps (~20%) You'll get pulled into RevOps strategic projects that touch marketing ops and customer experience ops. We want a generalist's curiosity here — if it makes the revenue engine run better, you'll have a chance to work on it. Who You'll Work With • Sales reps — your primary internal customer; build trust here and the rest follows • RevOps team — two peers plus the Director of Finance and the COO • Business Systems — your build partners for CPQ and HubSpot architecture • Accounting & CX — your handoff partners at deal close • Sales & Executive leadership — on approval workflows and pricing exceptions
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed