Deal Desk Lead

Factory; San Francisco (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

Factory is seeking a Deal Desk Lead to join our GTM Strategy & Operations team in San Francisco. You will own all deal operations, from quoting and pricing to approvals, terms, and bookings, partnering with Sales, Finance, and Legal to maximize velocity and value.

As a hands-on contributor, you will build and optimize quote-to-booking processes and own the Salesforce Revenue Cloud CPQ instance, ensuring data integrity across CRM/CPQ and enabling scalable growth in a fast‑growing SaaS company.

Qualifications

• 5+ years of experience in Deal Desk, Revenue Operations, Sales Operations, or a related function.
• Hands-on experience administering Salesforce Revenue Cloud or a comparable CPQ platform.
• Deep understanding of quote-to-booking processes, including quoting, pricing, approvals, contracting, and booking.
• Strong understanding of SaaS pricing, discounting, commercial terms, and contract structures.
• Experience supporting complex and non-standard deals in an enterprise SaaS environment.
• A technical mindset and the ability to build, troubleshoot, and improve systems, workflows, automations, and integrations.
• Exceptional attention to detail and a willingness to work directly at the record level to identify and resolve discrepancies.
• Experience working cross-functionally with Sales, Finance, Legal, Data, and Operations.
• Experience designing systems and processes for a rapidly growing company.
• Strong AI fluency and a practical instinct for using AI to increase leverage.

Responsibilities

• Design, manage, and consistently improve all quote-to-booking processes and tooling.
• Be the primary business and technical owner for the Salesforce Revenue Cloud CPQ instance.
• Own the integrity of all bookings data in CRM/CPQ (Opportunities, Opportunity Products, Quotes, Quote Lines, Assets, Subscriptions, etc.).
• Review deals for booking readiness, resolve discrepancies, and ensure approved commercial terms are accurately reflected across CRM and CPQ.
• Partner with Sales Leadership, Finance, and Legal to establish clear frameworks for pricing, deal terms review, approvals, and contract review.
• Guide the Sales team toward deal structures that increase velocity and maximize value.
• Find novel ways to use Factory droids to streamline quote-to-booking processes.

Skills

Deal Desk

Revenue Operations

Sales Operations

Tools

Salesforce Revenue Cloud

CPQ tooling

Job description

About the Role

As Deal Desk Lead, you will be a founding member of our GTM Strategy & Operations team where you will own the buildout of our deal operations and deal desk functions from the ground up.

You will own all systems, workflows, and day-to-day operations for quoting, pricing, deal terms approvals, custom deal structures, and deal bookings. You will work closely with Sales, Partnerships, Finance, and Legal stakeholders to make sure that the process of structuring, configuring, approving, and booking deals is frictionless and optimized for deal velocity and value maximization.

This is a hands‑on individual contributor role that has potential to evolve into a people manager role as our GTM scales. This role reports to the Head of GTM Strategy & Operations. This is an in‑office role based in our San Francisco headquarters.

What you will do and achieve

• Design, manage, and consistently improve all quote-to-booking processes and tooling.

• Be the primary business and technical owner for the Salesforce Revenue Cloud CPQ instance.

• Own the integrity of all bookings data in CRM/CPQ (Opportunities, Opportunity Products, Quotes, Quote Lines, Assets, Subscriptions, etc.).

• Review deals for booking readiness, resolve discrepancies, and ensure approved commercial terms are accurately reflected across CRM and CPQ.

• Partner with Sales Leadership, Finance, and Legal to establish clear frameworks for pricing, deal terms review, approvals, and contract review.

• Guide the Sales team toward deal structures that increase velocity and maximize value.

• Find novel ways to use Factory droids to streamline quote-to-booking processes.

Qualifications

• 5+ years of experience in Deal Desk, Revenue Operations, Sales Operations, or a related function.

• Strong hands‑on experience administering Salesforce Revenue Cloud or a comparable CPQ platform.

• Deep understanding of quote-to-booking processes, including quoting, pricing, approvals, contracting, and booking.

• Strong understanding of SaaS pricing, discounting, commercial terms, and contract structures.

• Experience supporting complex and non‑standard deals in an enterprise SaaS environment.

• A technical mindset and the ability to build, troubleshoot, and improve systems, workflows, automations, and integrations.

• Exceptional attention to detail and a willingness to work directly at the record level to identify and resolve discrepancies.

• Experience working cross‑functionally with Sales, Finance, Legal, Data, and Operations.

• Experience designing systems and processes for a rapidly growing company.

• Strong AI fluency and a practical instinct for using AI to increase leverage.

This is an in‑office position (5 days/week) in San Francisco (walking distance to Caltrain)