Deal Desk Lead

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

About This Role

About CoLab

At CoLab, we help mechanical engineering teams bring life-changing products to market years sooner.

CoLab is the AI platform for driving stronger engineering decisions. Every design review in CoLab builds a knowledge repository of design feedback, decisions, and lessons learned - which AI agents draw from to flag issues on future designs before they compound. The more your team works in CoLab, the smarter it gets and the faster you arrive at the ideal design. Companies like Ford, Komatsu, and Johnson Controls use CoLab to catch issues earlier, eliminate rework cycles, and bring products to market faster.

Founded in St. John's, Newfoundland, CoLab has grown quickly from our first customer in 2019 to a rapidly scaling company. We've recently been recognized on Deloitte's Fast 50 and Fast 500, and named a Canadian company to watch by The Globe and Mail and Financial Post.

About The Role

This position will require occasional travel for on-site team meetings in Newfoundland Canada, at least twice per year (primarily in December and June). We recognize that travel can involve personal commitments, and we strive to accommodate individual circumstances, however the expectation is that travel to, and attendance at, the majority of these events is mandatory. Details about travel arrangements and covered expenses will be discussed during the hiring process.

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.

What you'll do

• 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 you'll need

• 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

Who you are

• 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