Build, enhance and manage our CPQ system (DealHub): Own guided selling flows, pricing rules, bundling, and overall setup to help Sales and Post-Sales teams work efficiently and consistently.
Partner with GTM teams: Work closely with Sales, Post-Sales, and Partnerships as a trusted advisor on deal structure, pricing analyses, and non-standard agreements.
Support financial accuracy: Collaborate with Finance, Data Strategy, and Operations to implement and update pricing inputs, ensure deal profitability, and maintain financial serviceability.
Support Account Executives, Customer Success Managers, and Partner Managers throughout the full lifecycle of pricing, quoting, and approvals.
Partner with Finance and Legal to ensure that all deals meet internal policy, margin, and compliance requirements.
Build and maintain reports and dashboards for pipeline health, deal velocity, discount trends, and forecast accuracy.
Entersekt is a leader in digital banking fraud prevention and payment security, including mobile authentication and mobile app security. They enable secure digital transactions for leading financial institutions globally and protect the digital transactions of over 210 million active users.
Drive deal review discussions with the Sales organization.
Proactively drive quote and order execution through strategic deal structuring.
Identify opportunities to streamline and improve quote and order execution processes.
Redwood Software is a leader in full stack automation fabric solutions for mission-critical business processes. They believe in the transformative power of automation, providing solutions to orchestrate, manage, and monitor workflows across any application, service, or server. Redwood has a global team of automation experts and customer success engineers, and they focus on customer success, curiosity, and respect.
Design and document standardized approval workflows.
Publish the initial playbook.
Apollo.io is the leading go-to-market solution for revenue teams. The company is Series D, one of the fastest growing companies in SaaS, raising approximately $250 million to date and valued at $1.6 billion. The company culture encourages bold ideas and courageous action.
Structure complex deals from proposal to close, ensuring compliance, profitability, and alignment with internal policies
Review and approve deals, including pricing, terms, discounting, and contract considerations
Own proposal generation tools and frameworks to enable efficient, accurate, and on-brand proposals
Jobgether uses an AI-powered matching process to ensure candidate applications are reviewed quickly, objectively, and fairly against the role's core requirements, and is then shared directly with the hiring company. They use artificial intelligence (AI) tools to support parts of the hiring process.
Independently support standard new business, expansion, and renewal deals.
Enforce pricing and approval guardrails consistently across deal types.
Proactively identify top issues causing friction in the sales process and present proposed solutions that will drive efficiency and speed to close.
OpenSesame is transforming workforce development with an AI-powered marketplace of over 50,000 skill-building courses. More than 2,000 companies rely on OpenSesame to develop the world’s most productive and admired workforces.
Lead end-to-end deal support across Deal Strategy and Order Operations.
Build scalable processes that improve forecast reliability and reduce friction.
Serve as the “hub” across Sales, CS, RevOps, Finance, Legal, Business Systems, and Implementation/Services.
Attentive is an AI marketing platform for 1:1 personalization, redefining how brands and people connect. They combine technology with human expertise to build authentic customer relationships and partner with over 8,000 customers across 70+ industries.
Partner with Sales and GTM teams to support customer-facing pricing discussions and value-based deal positioning
Recommend deal pricing frameworks and discount strategies aligned with company pricing principles and revenue goals
Own and support end-to-end deal execution, including quote approvals, non-standard commercial terms, and deal review cycles, in close partnership with Finance, Legal and Product & Engineering teams
Grafana Labs is a remote-first, open-source powerhouse with more than 20M users of Grafana around the globe. They help more than 3,000 companies manage their observability strategies with the Grafana LGTM Stack. Their team thrives in an innovation-driven environment where transparency, autonomy, and trust fuel everything they do.
Own the vision, strategy, and execution of our Configure, Price, Quote (CPQ) ecosystem.
Build a modern, automated CPQ experience tightly integrated with Salesforce and downstream systems.
Design and build scalable automations and processes that support pricing, packaging, approvals, renewals, and contract generation.
Vanta helps businesses earn and prove trust by enabling companies to practice better security. They have a kind and talented team and empower companies to improve and prove their security with ease.
Support territory strategy and planning by aligning CPQ/CRM capabilities to account priorities, whitespace, and revenue opportunities
Lead discovery with customers to understand quoting challenges, product complexity, approval workflows, and seller inefficiencies
Provide strategic input during account planning by identifying CPQ, quoting automation, or CRM workflow modernization use cases
ServiceNow provides AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500. Their intelligent cloud-based platform connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work.
Lead and manage key sales operations processes, including territory design, sales forecasting, pipeline management, and compensation planning.
Implement and optimize sales systems and tools to ensure data accuracy and improve sales productivity.
Provide actionable insights to sales leadership through regular reporting and analysis of sales performance metrics.
Deel is an all-in-one payroll and HR platform for global teams, aiming to unlock global opportunity for every person, team, and business. As one of the largest globally distributed companies, Deel has a team of 7,000 spanning more than 100 countries with a connected and dynamic culture.