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.
Sardine is a leader in fraud prevention and AML compliance, using device intelligence, behavior biometrics, machine learning, and AI to stop fraud before it happens. They have a remote-first work culture with hubs in the Bay Area, NYC, Austin, and Toronto, and have raised $145M from world-class investors.
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.
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.
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.
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.
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.
Design and execute solutions that include data mapping, object modeling, page layout design, and business process workflows.
Integrate, troubleshoot, and fix issues between Salesforce and other Business Systems.
Document and train staff on system best practices and processes.
Narvar is a platform focused on driving customer loyalty through seamless post-purchase experiences that allow retailers to retain, engage, and delight customers. They work with GameStop, Neiman Marcus, Sonos, Nike, and 1300+ other brands.
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.
Own the end-to-end contracting workflow across customer contracts.
Fully manage contract-related tools such as DocuSign, including template creation, updates, testing, and configuration.
Lead internal training and onboarding for contract-related systems and processes.
Wayvia helps top brands stay ahead using AI, data, and innovation to shape the future of commerce. At Wayvia, you’ll find a team that’s curious, collaborative, and always up for solving what’s next; they move fast, think boldly, and support one another.
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.
Administer Salesforce CPQ, configuring Product Rules, Price Rules, Discount Schedules, Advanced Approvals, and customizing the Quote Line Editor.
Administer and configure the Docusign CLM platform, including system settings, integrations, and security profiles; manage user access.
Collaborate with departments to gather requirements and translate them into CLM solutions; manage project lifecycles using Agile methodologies.
Instructure aims to empower individuals through intuitive products that simplify learning and foster meaningful connections. They enable further education and career development. Instructure values smart, creative, and passionate people, providing them with opportunities for growth.
Drive a high volume of sales while educating customers on how Qualio can help them succeed
Command the full sales cycle including discovery, demo, proposal/commercials, and close through clear communication, expectation setting and driving next steps
Develop an in-depth understanding of our industry, customers and the competitive landscape to effectively position value for our customers
Qualio is a unified quality and compliance management platform that helps regulated organizations get products to market faster with reduced risk. The Qualio team is all-remote, and currently distributed across North America, Europe and Australia.
Win new business and expand solution sales within an established territory.
Manage the full sales process, from prospecting to closing, consistently meeting or exceeding quota.
Conduct product demonstrations and needs-based presentations through virtual meetings, showcasing product value and alignment with client needs.
Follett Software partners with educators to advance a vision for education that boosts district performance and student success. Follett Software empowers educators across roles with technology that streamlines processes and manages information and resources.
Drive the strategic initiatives necessary to enhance the effectiveness of the Enterprise Sales team.
Streamline processes, foster collaboration across departments, and lead a team dedicated to customer success.
Ensure efficient revenue generation and an exceptional sales experience.
Jobgether is a company that uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. They identify top-fitting candidates for client companies and share the shortlist directly with the hiring company.