Deal Desk Lead

Socket.dev; Seattle (WA); Hybrid; USD 155,000 - 170,000; Full time

Benefits offered by this job

Competitive compensation

Equity

Full benefits: healthcare, dental, and

Job summary

Yoodli is seeking a Deal Desk Lead to own the end-to-end deal workflow, partnering with RevOps, Sales, Legal and Finance. This hybrid Seattle-based role requires strong governance of quote-to-cash processes and the ability to optimize terms and approvals.

You will drive data integrity in CRM, support velocity with standardized policies, and deliver actionable insights to improve pricing and win rates. Collaborative, fast-paced environment with significant impact.

Qualifications

• 5–7 years of deal desk experience in SaaS or startup environment.
• Understanding of GAAP principles and basic accounting processes.
• Proficiency with CRM, CPQ and related sales tools.
• HubSpot experience is a plus.
• Experience with quote-to-cash systems and strong attention to detail.

Responsibilities

• Own the Quote-to-Cash lifecycle from initial quote generation to invoicing and renewal.
• Drive pricing governance with a sales approval matrix and streamlined processes.
• Provide commercial guidance on non-standard terms and multi-year contracts.
• Coordinate with Legal & Finance to ensure contract accuracy and compliance.

Skills

Deal desk

CRM

CPQ

HubSpot

GAAP

SaaS

Job description

Careers at Yoodli We're on a mission to help people communicate with confidence Yoodli is an AI-powered experiential learning platform that uses AI roleplays to personalize real-life practice and transform how organizations learn and prepare. We are pioneering a new category - AI Roleplays - because we believe nobody should miss out on the opportunities they deserve because of how they communicate. Static content doesn't create behavior change. Practice does. We've raised $60M - including a $40M Series B led by WestBridge Capital - backed by Madrona, Neotribe, Cercano, and incubated at the Allen Institute for AI. Our customers include Google Cloud, Snowflake, Databricks, RingCentral, SAP, FranklinCovey, KornFerry, Sandler Training, Toastmasters, and many more - with learners in over 150 countries. We are headquartered in the heart of Seattle, and we’re having a lot of fun along the way. We value humility, a bias for action, and the belief that we win together. Try the platform free at yoodli.ai.

The Role

As Deal Desk Lead, you will be the operational center of gravity for Yoodli's customer deal flow. This is more than just a sales operations role: you will own the process, with the authority to enforce rules and use your judgment to decide when exceptions are warranted. You will partner with Sales, Revenue Operations, Legal and Finance, ensuring the cross functional processes that have meaningful business impact are designed, documented and adhered to.

Hybrid role: 3 days in-office at our Seattle HQ (lunch included) + 2 days remote.

What You'll Do

• Own the Quote-to-Cash Lifecycle: Partnering with RevOps, architect and oversee the end-to-end deal workflow, optimizing the steps from initial quote generation to invoicing. You'll serve as the process owner, ensuring consistency and efficiency across every customer engagement.
• Drive Pricing Governance: Develop and manage a sales approval matrix and approval process that balances sales velocity with revenue integrity.
• Provide Commercial Guidance: Act as the strategic partner to Sales to support sales that require non-standard terms. You'll advise on multi-year contracts, renewal mechanics and contractual provisions, calling out downstream implications.
• Optimize Legal & Contract Handoffs: ensure sales reps are trained to follow our standard legal processes and understand how to document legal requests. You will streamline the review process, manage contract workflows, and ensure all deal documentation is accurate and compliant, preventing bottlenecks that stall deal closure.
• Ensure Data Integrity & CRM Hygiene: Champion high-quality data standards within our CRM. You will partner with Revenue Operations to ensure data is captured and validated, ensuring that forecasting, revenue recognition, and renewal management are built on a solid foundation of accurate data.
• Standardize Policies & Drive Velocity: Develop and enforce clear deal policies that turn ad-hoc processes into scalable revenue operations. You will analyze cycle times to eliminate friction, providing the team with the playbooks needed to accelerate deal velocity and optimize manual processes with automation.
• Own order fulfillment: you will ensure all contracts pass approval before signatures added and you will own license fulfillment, ensuring features and duration are correct.
• Actionable Business Intelligence: Serve as the source of truth for deal desk metrics. You will analyze discounting trends, customer profitability, and operational KPIs to deliver actionable insights that drive smarter pricing decisions and higher win rates.
• Continuous Improvement Analysis: Own the continuous improvement of the deal desk function. Systematically log operational errors, analyze patterns to uncover root causes, and evolve our policies and playbooks to close gaps and ensure long-term scalability.

You Might Be a Fit If You...

• Have 5-7 years of deal desk experience, preferably in a SaaS or startup environment.
• Understand core GAAP principles and basic accounting processes.
• Expertise with CRM, CPQ and related sales process tools.
• Experience with HubSpot is a plus.
• Experience with quote to cash systems and are highly organized with strong attention to detail and a bias toward action.
• Communicate clearly and work comfortably with cross-functional partners.
• Are excited to roll up your sleeves in a fast-paced, evolving environment and take ownership of your work.

Why Yoodli

• Competitive compensation ($155,000 - $170,000) + meaningful equity
• Full benefits: healthcare, dental, vision, 401k, flexible PTO
• High-impact, mission-driven work with direct customer feedback loops
• Work with a humble, driven, deeply collaborative team
• A product you'll use and believe in - every single week