Deal Strategist

2-4 years in Deal Desk, Pricing, or Revenue Operations, ideally within a SaaS environment. Proficiency in navigating Salesforce Opportunities, Quotes, and Products; understands Opportunity lifecycle from Quote to Cash. Familiarity with how quoting, pricing, contracting, billing, and renewals connect across systems. Comfortable working with ARR, TCV, discounts, and revenue metrics; ensures data accuracy. Able to partner effectively with Sales, Finance, and Legal; communicates clearly and proactively. Self-starter who can manage multiple deals, follow processes, and maintain compliance. Experience with CPQ Tools (DealHub, Salesforce CPQ, or similar) is a plus. Exposure to Contract Management Systems (Ironclad, Conga, etc.) is a plus. Knowledge of SaaS Metrics and Renewal Models is a plus. Experience with ARR, expansions, downgrades, or renewal forecasting is a plus. Pricing and Discounting Strategy Experience is a plus. Experience working with a global team across different time zones and regions is a plus. Interest in automation, process design, or system optimization projects (e.g., Q2C) is a plus.

Act as a trusted advisor and go-to resource for assigned sales region on deal structure, quoting, and order form creation. Advise on alternate contract options to drive deal closure. Serve as the primary point of contact for all questions related to deal structure, opportunity booking, subscription management, and license delivery. Monitor and respond to questions in the Sales Support slack channel. Support assigned sales region through the quote-to-cash process. Manage issues through slack and confluence handbook updates. Resolve booking errors for assigned region through Debooks/Rebooks, Refunds, and Internal corrections. Partner with cross-functional teams (Legal, Accounting, Partners, Revenue Operations) to support the Quote-to-Cash process. Understand the license fulfillment process and provide guidance to the field. Review opportunities to ensure accurate booking metrics (ARR, Amount, Services) and a 1:1 relationship between NetSuite Invoice & SFDC Opportunity. Maintain subscription data, ensuring a 1:1 relationship between subscription and renewal opportunity. Collaborate with impacted parties to identify solutions for common QTC errors. Participate in sales region forecast calls, QBRs, & EoQ Daily Standups.