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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Deal Desk operations, including deal structure, pricing strategies, and contract management within a B2B SaaS environment. Proficient in utilizing Salesforce CPQ/Revenue Cloud to enhance deal quality and streamline processes through automation and AI tools.
Highest-signal resume keywords
Salesforce CPQ/Revenue CloudDeal Desk OperationsCommercial Deal StructuresCross-Functional CommunicationProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Deal StructurePricing StrategiesContract ManagementWorkflow AutomationKPI AnalysisCommercial PoliciesQuoting ProcessesRevenue OperationsB2B SaaS ExperienceAI Tooling
Soft Skills
Influencing Without AuthorityClear CommunicationSound Commercial Judgment
Tools & Technologies
Salesforce CRMSalesforce CPQRevenue CloudAutomation ToolsWorkflow Tools
Industry Keywords
B2B SaaSARRMulti-Year AgreementsAmendmentsRenewalsCo-TermsStub BillingDiscountingApproval WorkflowsDocumentation
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Partner with Enterprise Account Executives, Sales Managers, Finance, Legal, and Revenue Operations on complex, non-standard, and high-impact deals
- Advise on deal structure, pricing, terms, discounting, approvals, amendments, renewals, co-terms, ramps, bundled products, and other commercial considerations
- Review and execute deal submissions in Salesforce CPQ/Revenue Cloud
- Ensure quotes and contracts are accurate, complete, and ready for approval and invoicing
- Build Commercial Deal Desk foundations, including intake processes, approval routing, discount governance, exception handling, SLAs, and documentation
- Create playbooks, training materials, office hours, and practical guidance for sales teams
- Identify workflow improvement opportunities through automation, AI tooling, and CPQ configuration
- Partner with technical teams to implement scalable solutions
- Use deal data and KPIs to identify bottlenecks, improve deal quality, and recommend changes supporting efficient, sustainable growth
Requirements
What you’ll need- 4+ years of experience in Deal Desk, Revenue Operations, Commercial Finance, or a related function within a B2B SaaS environment
- Hands-on experience with Salesforce CRM and Salesforce CPQ/Revenue Cloud, including resolving complex quoting and cross-object issues
- Strong understanding of commercial deal structures, including ARR, multi-year agreements, amendments, renewals, co-terms, ramps, stub billing, bundled products, and discounting
- Demonstrated ability to build or improve processes, documentation, approval workflows, and commercial policies in an evolving environment
- Sound commercial judgment and ability to balance customer and seller needs with pricing discipline, revenue integrity, and business risk
- Strong cross-functional communication skills and ability to influence without formal authority
- Ability to explain complex commercial concepts clearly
- Experience using AI, automation, or workflow tools to reduce manual work and improve the quote-to-cash process is preferred
- Must already be legally authorized to work in the United Kingdom; 1Password will not provide work authorization, relocation assistance, or visa sponsorship/transferring
Benefits
Comp & perks- Health benefits
- Dental benefits
- Pension
- Generous paid time off (PTO)
- Equity grant
- Incentive programs, where applicable
- Maternity and parental leave top-up programs
- RSU program for most employees
- Retirement matching program
- Free 1Password account
- Paid volunteer days
- Peer-to-peer recognition through Bonusly
- Remote-first work environment
- Accommodation available upon request during recruitment
