Deal Desk & Revenue Operations Specialist

Tekion; San Francisco (CA); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Competitive compensation

Stock options

Employer-paid medical, dental and vis­

Unlimited PTO

Parental leave

Snacks and beverages

Work with Silicon Valley peers

Open and transparent culture

Career growth opportunities

Job summary

Tekion in San Francisco is seeking an experienced Sales Operations professional to act as a key deal desk and revenue operations owner. You will collaborate with Sales, Finance, Development/Product, and Implementation to structure deals, review quotes and contracts, and ensure policy-aligned terms.

You will guide complex, multi-year and ramping agreements, manage quote-to-cash handoffs, and drive process improvements with Finance, Legal and Product.

Qualifications

• 6–8 years in sales operations, deal desk, revenue operations or business operations.
• Strong working knowledge of Salesforce, approval workflows and configuration concepts.
• Track record of improving deal quality through data, process and clear communication.
• Experience influencing stakeholders across Sales, Finance, Legal, and Product.
• Strong analytical skills (Excel or Sheets, BI reporting) with understanding of accounting and commercial judgment.
• Bachelor's degree in Business, Operations, Finance or a related field, or equivalent in experience.

Responsibilities

• Collaborate with Sales, Finance, Development/Product, and Implementation on deal structure.
• Review quotes, order forms and contracts for pricing, terms, SKU accuracy, and policy fit.
• Provide guidance on deal summaries with economics, exceptions, risks, and approvals with audit trail.
• Guide complex nonstandard commercial transactions including multi-year commitments and ramp pricing.
• Manage quote-to-cash coordination to ensure bookings, billing, and renewal records.
• Maintain accuracy while handling multiple deals with monthly/quarterly deadlines.
• Verify bookings meet policy; collaborate with Finance on revenue-recognition compliance.
• Own handoff to Finance, billing and order management; resolve discrepancies quickly.
• Improve quote-to-cash workflows and approval rules with Business Systems.
• Report on cycle time, approvals, booking quality; document playbooks and train Sales.
• Support forecasting, cancellations, quota and compensation inputs as needed.

Skills

Sales operations

Deal desk

Revenue operations

Salesforce

Data analysis

Cross-functional collaboration

Education

Bachelor's degree in Business/Finance

Tools

Salesforce CPQ

Job description

Tekion in San Francisco is seeking an experienced Sales Operations professional to act as a key deal desk and revenue operations owner. You will collaborate with Sales, Finance, Development/Product, and Implementation to structure deals, review quotes and contracts, and ensure policy-aligned terms.

You will guide complex, multi-year and ramping agreements, manage quote-to-cash handoffs, and drive process improvements with Finance, Legal and Product.