- 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, ensuring quotes and contracts are accurate, complete, and ready for approval and invoicing.
- Build the foundations of the Commercial Deal Desk, including intake processes, approval routing, discount governance, exception handling, service-level agreements (SLAs), and documentation.
- Create playbooks, training materials, office hours, and practical guidance that help sales teams navigate commercial processes and quoting tools.
- Identify opportunities to improve workflows through automation, AI tooling, and CPQ configuration, while partnering with technical teams to implement scalable solutions.
- Use deal data and Key Performance Indicators (KPIs) to identify bottlenecks, improve deal quality, and recommend changes that support efficient, sustainable growth.
Process improvementSaaS