Deal Desk Lead
San Mateo, CA
Notable is the leading intelligent automation company for healthcare. Customers use Notable to drive patient acquisition, retention, and reimbursement, scaling growth without hiring more staff. We don’t just make software.
We are on a mission to fix the broken U.S. healthcare system by helping to eliminate the massive administrative burden that is placed on our nation’s healthcare staff. We hire people from diverse backgrounds and are always looking for employees who bring fresh ideas to our space. Passion is paramount, and at Notable, you will get to work with other talented people who aim to set a new standard for innovation in healthcare.
Role Summary:
We are seeking a strategic and detail-oriented Deal Desk Lead to collaborate with our Sales, Finance, and Legal teams to structure sales deals, streamline deal processes, and refine pricing strategies. In this high-visibility role reporting to the Head of Strategic Finance, you will oversee initiatives that promote operational excellence, advise on pricing strategies, and support bespoke deal scoping for our large enterprise clients. As a key player in driving the deal pricing and contracting process forward at Notable, you will have a direct impact on growth, revenue, and profitability.
What You’ll Do:
Strategic Advisory: Collaborate with sales and finance teams to advise on pricing strategies and tailor bespoke deal structures (new logo, expansion and renewals) that align with our diverse customer segments
Cross-Functional Collaboration: Act as a liaison between account executives and key internal groups (sales, finance, product, legal) to streamline deal closures, enhance the overall contracting process, and price new products
Process Optimization: Refine our deal approval & escalation processes to support a high-velocity sales environment, reducing friction in the scoping and contracting phases
Pricing Transition: Lead our customer transition from fixed fee contracts to usage-based pricing. Experience with usage-based pricing and contracting is a major plus
Contract Design: Rigorously design & review non-standard sales contracts to identify components impacting billing and revenue recognition
ARR Tracking & Reporting: Manage ARR tracking and ensure that deals are correctly entered into internal systems after closing
COGS Analytics: Continuously monitor usage-based COGS spend to ensure Notable prices deals accurately
Training and Support: Provide regular guidance and support to sales teams regarding deal desk policies and procedures
What We’re Looking For:
Relevant experience: 5-10 years of relevant experience in deal desk, revenue operations, or a related field with a focus on high-growth B2B SaaS environments
Education: Bachelors in finance, accounting or similar
Strategic Thinking: The ability to autonomously perform strategic analysis and make data-driven recommendations that shape the future of the business
Data Analysis Expertise: Expertise in analyzing and presenting data in either Excel, Google Sheets, or another data analysis tool
Collaboration: Demonstrated experience working closely with cross-functional teams, including sales, finance, legal, product, and customer success
Communication: Excellent written and verbal communication skills, with a knack for conveying complex information clearly. A natural ability to build trust and establish strong partnerships with internal stakeholders, particularly with sales teams
Attention to Detail: Exceptional attention to detail and the ability to prioritize effectively in a fast-paced environment
Self-Starter and Agility: Demonstrated enthusiasm, agility, and the ability to manage multiple responsibilities effectively. Commit to building out processes to allow us to scale and streamline operations
CRM Processes: Proven experience managing deals, ARR tracking and quoting processes in Salesforce
Additional Qualifications
Experience transitioning customers from fixed fee contracts to a usage-based contracts
Experience scoping usage-based contracts
Experience implementing new CPQ and/or CLM systems
Familiarity with Healthcare B2B SaaS
Beware of job scam fraudsters! Our recruiters use @notablehealth.com email addresses exclusively. We do not conduct interviews via text or instant message and we do not ask candidates to download software other than Zoom, to purchase equipment through us, or to provide sensitive personally identifiable information such as bank account or social security numbers. If you have been contacted by someone claiming to be me from a different domain about a job offer, please report it as potential job fraud to law enforcement and contact us here.
ApplyJob Profile
- Advise on pricing strategies
- Design non-standard sales contracts
- Manage ARR tracking
- Provide training and support
- Refine deal approval processes
- Streamline deal processes
Accounting Analytics Attention to detail Automation B2B B2B SaaS Collaboration Communication Contract design CRM Cross-functional Collaboration Customer Success Data analysis Deal desk Excel Finance Google Sheets Healthcare Innovation in healthcare Pricing strategies Process Optimization Reporting Revenue Operations SaaS Sales Salesforce Security Strategic Analysis Strategic Thinking Usage-based pricing
Experience5-10 years
EducationAccounting Bachelor's in Accounting Bachelors in finance Bachelors in similar
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9