CoLab Software

Deal Desk Lead

CoLab Software$90K — $120K *
US-AnywhereRemote in Canada
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-8 years of experience in deal desk or sales operations within a SaaS environment
  • Proven track record of establishing a deal desk function from the ground up
  • Proficiency in Salesforce or willingness to quickly learn
  • Strong collaborative mindset to work with Legal and Finance teams
  • Insightful in identifying and solving broken workflows

Responsibilities

  • Own the end-to-end deal desk operations from quote to contract signing
  • Design a streamlined quote-to-contract workflow eliminating manual errors
  • Consolidate order forms and legal documents into a single governed source
  • Build a structured collaboration process with Legal for deal reviews
  • Co-manage legal document templates ensuring speed and risk balance

Benefits

  • Opportunities for personal development and career growth in a pioneering role
  • Flexible travel arrangements to accommodate personal commitments
  • Working closely with cross-functional teams to foster collaboration
  • Chance to design processes that will enhance operational efficiency
Full Job Description
About the Role

This position will require occasional travel for on-site team meetings in Newfoundland Canada, at least twice per year (primarily in December and June). We recognize that travel can involve personal commitments, and we strive to accommodate individual circumstances, however the expectation is that travel to, and attendance at, the majority of these events is mandatory. Details about travel arrangements and covered expenses will be discussed during the hiring process.

We're hiring our first Deal Desk Lead to build the function from the ground up. Today, there's no central deal desk - quote-to-cash is broken, legal review happens ad hoc in Slack, and order forms and contracts live scattered across inboxes with no single source of truth. This role exists to fix that: to bring structure, speed, and integrity to how we quote, contract, and close deals.

This is a build role, not a maintain role. You'll design the process, not just run one that already exists.

What you'll do:
  • Deal Desk operations - end-to-end ownership of how deals move from quote to signed contract
  • Quote 1 contract workflow - designing and running a repeatable process that eliminates manual handoffs and data entry
  • Templates, centralized - order forms and legal document templates consolidated into one governed, single source of truth
  • Legal partnership process - building the repeatable process by which Deal Desk and Legal collaborate on deal review and exceptions
  • Joint template ownership - co-owning legal document templates with Legal, ensuring both speed and risk are properly balanced

What you'll need:
  • 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

Who you are:
  • 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

About CoLab Software

CoLab Software is a software company that provides a cloud-based platform for managing engineering design reviews. The company was founded in 2012 and is based in Victoria, BC. CoLab's platform is designed to streamline the design review process by allowing teams to collaborate in real-time and track issues and feedback. The platform integrates with popular design tools like SolidWorks and Autodesk, and is used by companies in industries like aerospace, automotive, and consumer goods. CoLab is committed to helping teams work more efficiently and effectively by providing them with the tools they need to succeed.
Learn more about CoLab Software
Size
50 employees
Industry
Founded
2017

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