Deal Desk Lead
About the role
The Opportunity This is our first dedicated deal desk seat. You will partner with our Account Executives, Customer Success, Legal and Operations to get deals done, from working through commercial terms and the right agreements to signature, account setup, and the first invoice. We have already automated a substantial part of this process. You will own the day-to-day deal desk operation, maintain and improve the automation, and build new integrations as our products, pricing, and deal volume evolve. This is an on-site role based in our San Francisco Office 5 days a week.
How We Think About Automation In This Role You use AI and automation in your daily work and take responsibility for the accuracy of the output. You improve workflows as you run them, turning recurring exceptions into better rules, integrations, and guidance.
We’re an early-stage company, we move fast and work hard.
Responsibilities
- Own daily deal desk operations, partnering with Account Executives on deal structure, commercial terms, and the steps needed to move each deal through approval and signature.
- Review pricing, commitments, discounts, and payment terms against our policies. Identify exceptions, recommend a path forward, and drive decisions with the right approvers.
- Ensure each deal has the right agreements and attachments under our contracting playbook, including order forms, services agreements, data processing