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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in revenue systems and operations, with a strong focus on implementing AI-enabled workflows and optimizing Deal Desk processes. Proficient in managing cross-functional stakeholder relationships and ensuring data integrity and compliance across systems.
Highest-signal resume keywords
Revenue Systems AdministrationAI Agent DevelopmentProject ManagementHubSpot ConfigurationQuote-to-Cash Lifecycle Expertise
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SQL ProficiencyData ModelingWorkflow AutomationRequirements GatheringProcess Design
Soft Skills
Attention to DetailStakeholder Relationship BuildingInfluencing Without Authority
Tools & Technologies
HubSpotDealHubWorkatoZapierN8n
Industry Keywords
GTM OperationsB2B SaaSDeal Desk OperationsComplianceSOX
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Redesign and optimize global Deal Desk coverage, especially during US and North American business hours
- Assess Deal Desk request volume, response times, escalation paths, handoffs, ownership, SLAs, and backup coverage
- Build structured intake and triage for deal structuring, pricing approvals, non-standard terms, and quote-to-close escalations
- Design and deploy automation and AI agents for routine pricing approvals, contract routing, and repetitive Deal Desk work
- Define approval matrices and streamline quote-to-cash handoffs with Sales, Finance, Legal, and Customer Success
- Optimize DealHub and HubSpot configuration, approval workflows, routing rules, and Deal Desk reporting
- Audit sales workflows and automate or delegate repeatable administrative work through systems and AI
- Document coverage models in playbooks and SOPs and establish cross-training
- Track Deal Desk performance metrics and use them for continuous improvement
- Own intake, requirements gathering, scoping, and prioritization for GTM systems requests
- Maintain an inventory of revenue systems projects, including status, owners, dependencies, and business impact
- Run projects end to end, including requirements, specifications, timelines, testing, rollout, and change management
- Provide stakeholders and leadership visibility into project status, capacity, priorities, and tradeoffs
- Build, test, and deploy AI agents and AI-enabled workflows across GTM functions
- Evaluate LLM platforms, agent frameworks, and integration standards
- Maintain an AI build catalog and establish documentation, testing, monitoring, and governance standards
- Manage the GTM SaaS stack, including inventory, ownership, renewals, license utilization, and integration mapping
- Lead or support GTM tool implementations and integrations
- Identify tool overlap, underuse, and consolidation opportunities
- Partner with IT, Security, and Finance on vendor evaluations, security reviews, and procurement
- Maintain system role matrices and provisioning/deprovisioning processes
- Run periodic access reviews for security, compliance, and audit requirements
- Administer HubSpot and DealHub configuration, workflows, properties, automation, and user management
- Maintain data integrity through data models, validation rules, and data hygiene
- Handle enhancements, troubleshoot issues, support revenue users, and maintain system documentation and change logs
Requirements
What you’ll need- 10+ years of relevant experience in revenue systems, revenue operations, business systems, or GTM operations, ideally in B2B SaaS
- Proven track record of leading complex implementations and integrations across CRM, CPQ, and adjacent GTM systems
- Deep hands-on experience administering revenue systems; HubSpot and DealHub experience strongly preferred
- Practical, current experience building AI agents and AI-enabled workflows for business processes
- Excellent requirements gathering skills and ability to turn business needs into clear technical specifications
- Strong project management skills across concurrent projects, priorities, and stakeholders
- Solid relational data management skills, including data modeling and object relationships; SQL proficiency a plus
- Strong understanding of the quote-to-cash lifecycle and Deal Desk operations, including pricing, approvals, contracting, and provisioning
- Ability to build stakeholder relationships across Sales, Marketing, Finance, Legal, Customer Success, and IT and influence without direct authority
- Excellent documentation and process design skills
- High attention to detail and commitment to data integrity, security, and operational rigor
- Experience with workflow orchestration and integration platforms such as Workato, Zapier, or n8n is an advantage
- Experience designing Deal Desk coverage models for distributed or multi-region sales teams is an advantage
- Experience building governance frameworks for AI tools and automations is an advantage
- Experience managing SaaS vendor relationships, renewals, and license optimization is an advantage
- Experience supporting security, SOX, or SOC 2 access controls and audits is an advantage
Benefits
Comp & perks- Remote setup with flexibility to work anywhere in the United States
- Occasional travel to SEON’s other offices
- Equal opportunity employment
- Reasonable adjustments to the recruitment process upon request
