Deal Desk Architect

RevOps Report; San Francisco (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

CoLab is hiring its first Deal Desk Lead to build the function from the ground up. You will own end-to-end deal movement from quote to contract, design scalable workflows, and centralize templates for speed and accuracy.

This build role requires partnering with Legal and Finance, implementing process discipline, and delivering reliable, auditable data across the quote-to-invoice lifecycle.

Qualifications

• 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.
• Comfort working in Salesforce or willingness to learn quickly.
• Strong ability to partner with Legal and Finance as equals.

Responsibilities

• Own end-to-end deal desk operations from quote to signed contract.
• Design and run a repeatable quote-to-contract workflow to reduce handoffs and data entry.
• Centralize order forms and legal templates into a single governed source of truth.
• Build a repeatable process for collaboration between Deal Desk and Legal on reviews and exceptions.
• Co-own legal document templates with Legal to balance speed and risk.

Skills

Deal desk

Sales operations

Salesforce

Process optimization

Cross-functional partnership

Tools

Salesforce

Job description

CoLab is hiring its first Deal Desk Lead to build the function from the ground up. You will own end-to-end deal movement from quote to contract, design scalable workflows, and centralize templates for speed and accuracy.

This build role requires partnering with Legal and Finance, implementing process discipline, and delivering reliable, auditable data across the quote-to-invoice lifecycle.