LOCATION: Lehi, UT
POSITION OVERVIEW:You'll be our first dedicated Deal Desk owner; the person sales reps go to when a deal needs structure, the person Accounting and Customer Experience trust to hand off clean commercial data, and the person RevOps leadership leans on to build the systems that make all of it run smoothly. We're looking for someone ready to grow their career alongside the function they're building.
About 80% of your time is deal desk: half running the day-to-day, half building the strategic infrastructure underneath it. The remaining 20% is broader RevOps; you'll get pulled into projects that span marketing ops to CX ops, and we want you in those rooms.
RESPONSIBILITIES:
Day-to-Day Deal Desk (~40%)- Pipeline and deal data hygiene. Own data quality across the HubSpot pipeline - stage discipline, deal data completeness, accurate forecasting inputs.
- Rep support. Be the first call when a rep needs help structuring a deal, pricing a non-standard configuration, or working through commercial terms. You're an enabler, not a gatekeeper.
- Order forms & contracts. Drive deals through to close - order form generation, contract details, special terms, signatures via DocuSign.
- Deal-close handoff. Coordinate with Accounting and Customer Experience so every closed deal lands with clean commercial data and any special conditions clearly communicated.
Strategic Deal Desk Projects (~40%)- CPQ build-out. Partner with our Business Systems team to evolve our quote-to-contract flow inside HubSpot. Cleaner objects, smarter automation, fewer manual steps.
- Order forms & MSA architecture. Design how we capture contracting data, surface special terms, and structure renewals as first-class objects in the CRM.
- Approval workflows. Build the routing logic that flags deals requiring multiple eyes - deal size, discount thresholds, custom terms - and notifies the right execs automatically.
- Renewal automation. Stand up the workflow that turns existing customers into expansion and renewal motions, not fire drills.
- Proposal automation. Move proposal generation from manual to templated to automated.
Broader RevOps (~20%)- You'll get pulled into RevOps strategic projects that touch marketing ops and customer experience ops. We want a generalist's curiosity here - if it makes the revenue engine run better, you'll have a chance to work on it.
Who You'll Work With- Sales reps - your primary internal customer; build trust here and the rest follows
- RevOps team - two peers plus the Director of Finance and the COO
- Business Systems - your build partners for CPQ and HubSpot architecture
- Accounting & CX - your handoff partners at deal close
- Sales & Executive leadership - on approval workflows and pricing exceptions
QUALIFICATIONS:EXPERIENCE- 3+ years in Deal Desk, RevOps, or Sales Operations at a high-growth SaaS company
- Hands-on experience with HubSpot or Salesforce (HubSpot preferred) - CRM architecture, custom objects, workflows
- Experience touching at least one of: CPQ build-out, contract lifecycle management, approval workflow design
- Bonus: experience with DocuSign, QuotaPath, Gong, Clay, or other similar tools
HARD SKILLS- You can structure a deal and explain why
- You understand deal approvals and can critically think through deal composition
- You can read a contract and spot the parts that matter
- You can design a workflow in HubSpot, not just configure one someone else designed
- You think in systems: where data lives, how it flows, where it breaks
SOFT SKILLS- Independent operator. You take a project and push it forward. You don't need to be told what to do next.
- Hungry and curious. You read, you learn, you ask questions that go a layer deeper than expected.
- Team player at a hub. RevOps sits between Sales, CX, Accounting, and Systems. You build trust across all of them.
- Direct and constructive. When something's broken, you say so and you bring the fix.
BENEFITS SNAPSHOT:- Comprehensive healthcare plans, encompassing medical, dental, and vision insurance, along with group life coverage. Opiniion covers 40-90% of the premium cost for employees and all dependents.
- 401(k) retirement plan with a 100% corporate match on the first 1% and 50% match on the next 5%.
- Pre-tax Health Spending Accounts (HSA).
- Paid Parental Leave for all new parents (including adoption or foster care).
- Unlimited Time Off policies.
- 10 Paid Holidays annually.
- Monthly Gym Reimbursement benefit.
- Half-day Summer Fridays
- 2 WFH Days a Month
