Client Overview
This company is a well established, publicly traded data protection and cyber resilience software provider serving major enterprise and government customers. It has scaled quickly since its public debut and operates a modern Product Operations organization supporting how the business quotes, prices, and sells its platform.
Top 3 Skills
- Configure Price Quote systems and quote to cash process design
- Revenue operations, deal desk, or commercial operations policy management
- Cross functional facilitation and stakeholder alignment across Sales, Finance, and Product
What You'll Do
- Review current quoting policies, rules, and guardrails including discount floors, uplifts, approval thresholds, packaging, deal structuring, and exception rules
- Identify where existing policies and rules slow deals down or create workarounds
- Gather input and pain points from Sales, Deal Desk, Finance, Renewals, and Product to understand where quoting breaks down
- Prioritize the highest friction policies and rules for change based on impact and effort
- Facilitate cross functional discussions to challenge, refine, and align on quoting policies and rules
- Broker trade offs between speed, control, and commercial risk, bringing business judgment to land decisions rather than just document them
- Secure sign off from the right stakeholders and owners so changes actually stick
- Convert aligned policy decisions into clear, actionable requirements for quoting system changes
- Partner with configuration and technical teams to scope, sequence, and hand off changes for implementation
- Define how each change will be measured so its impact on friction and cycle time is visible
What We Need From You
- 8 or more years in sales operations, revenue operations, deal desk, quote to cash, or commercial operations, including hands on ownership of quoting policy and process change
- A track record of reviewing quoting or pricing policies, driving cross functional alignment on rule changes, and turning decisions into system requirements
- Strong business and commercial judgment with deep comfort in discounting, approvals, packaging, and deal structuring trade offs
- Excellent facilitation and stakeholder management skills, able to run alignment conversations across departments and influence without direct authority
- Working familiarity with Configure Price Quote platforms, enough to translate policy decisions into credible system requirements
Preferred/Bonus
- Experience with Salesforce CPQ specifically
- Experience at a high growth B2B SaaS or enterprise software company
- Experience standing up or scaling a Deal Desk or quoting function
- Exposure to new product introduction and how new products enter the quoting flow
