Deal Design Consultant

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• Assist the Sales team in formulating and implementing deal strategies for small to mid-sized customer opportunities.

• Independently organize, evaluate, and authorize single-site and lower-risk commercial agreements.

• Act as the primary execution partner for field Sales by managing the complete lifecycle of quote creation, configuration, iteration, and maintenance in Salesforce.com.

• Serve as the main point of coordination for quote requests.

• Collaborate across departments with Sales, Pricing, Finance, Service, and Contracts to verify assumptions.

• Aid in deal governance by assessing assigned deals for accuracy, completeness, data quality, and compliance with standard processes.

• Promote continuous improvement by ensuring robust data hygiene in Salesforce.

⛳️ Requirements

• Bachelor’s degree with over 5 years of relevant experience in pricing, finance, commercial operations, sales operations, contract development, or a related field.

• Proficient understanding of commercial deal structures, pricing methodologies, and financial analysis.

• Experience supporting or working with CPQ systems (Oracle CPQ preferred).

• Ability to function efficiently within a cross-functional, matrixed environment.

• Comfortable working in a high-volume, fast-paced sales environment with numerous simultaneous quote requests and deadlines.

🏝️ Benefits

• Paid time off.

• Medical, dental, and vision insurance.

• 401(k) plan.

• Flexible work arrangements.