CoLab Software - Deal Desk Lead
Requirements
• 5–8 years of experience in deal desk or sales operations at a SaaS company • Direct experience standing up a deal desk function from scratch at least once — you've done this before, not just supported someone else doing it • Comfort working in Salesforce, or a strong, demonstrated willingness to get there quickly • A natural instinct to build with Legal and Finance as partners — not to route around them when they're slow or inconvenient • Strong process instincts: you see a broken workflow and want to fix the system, not just the symptom • You're motivated by solving deal integrity issues at their root, not just patching symptoms as they resurface • You care about eliminating manual data entry across the quote-to-invoice process and want to build the system that finally makes it happen • You're energized by replacing ad hoc, manual workflows with scalable processes — and by giving Finance reliable, trustworthy source data on deals for the first time • You see yourself as a true partner to Legal and Finance, not another bottleneck in their way, and you're ready to be foundational to that shift
Responsibilities
• Deal Desk operations — end-to-end ownership of how deals move from quote to signed contract • Deal Desk operations • Quote → contract workflow — designing and running a repeatable process that eliminates manual handoffs and data entry • Quote → contract workflow • Templates, centralized — order forms and legal document templates consolidated into one governed, single source of truth • Templates, centralized • Legal partnership process — building the repeatable process by which Deal Desk and Legal collaborate on deal review and exceptions • Legal partnership process
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