Key Responsibilities:
Deal Qualification & Intake
· Serve as the first point of triage for all new opportunities, coordinating with Sales, Engineering, Operations, and executive leadership.
· Develop and maintain standardized qualification criteria and intake checklists to support consistent go/no-go decisions.
· Flag opportunities requiring additional scoping, specialized resources, or non‑standard terms before they advance in the pipeline.
· Verify deal fit, including geographic alignment, system compatibility, and margin considerations.
Deal Desk Management
· Own and manage the end‑to‑end deal desk process from opportunity creation through contract execution.
· Track and manage pricing approvals, discount requests, exception handling, and internal sign‑off requirements.
· Maintain deal desk documentation including escalation paths, approval workflows, and exception logs.
· Partner with Finance to validate deal economics, margin analysis, and billing alignment.
· Ensure CRM data integrity, including accurate stage progression, close dates, and deal details.
Pipeline Tracking & Contract Coordination
· Monitor all active opportunities and maintain real‑time visibility into pipeline status, blockers, and close timelines.
· Track contract workflows with Legal, including redline progress, negotiation items, and projected execution timelines.
· Escalate stalled deals and coordinate cross‑functional resolution.
· Maintain a detailed deal log of milestones, decisions, and stakeholder actions.
· Coordinate with Legal on documentation needs including NDAs, MSAs, SOWs, and change orders.
Sales Operations & Timeline Coordination
· Lead weekly pipeline reviews, deal stage checkpoints, and forecast cadence.
· Coordinate proposal timelines, ensuring alignment across Sales, Engineering, Operations, and Legal.
· Support Sales leadership with pipeline analytics, conversion metrics, win/loss analysis, and cycle-time reporting.
· Identify operational bottlenecks and recommend process improvements to accelerate time-to-close.
· Support post‑signature handoff to project management, ensuring complete and accurate transition.
Reporting & Visibility
· Build and maintain dashboards and reports that provide timely visibility into deal progression and revenue forecasts.
· Prepare weekly and monthly pipeline summaries for executive review, highlighting risks and upcoming closes.
· Track and report KPIs such as deal velocity, stage conversion rates, average deal size, and forecast accuracy.
· Maintain historical pipeline data for trend analysis, capacity planning, and strategic initiatives.
Qualifications:
· 3+ years in revenue operations, sales operations, deal desk, or a similar commercial coordination role.
· Proven experience managing complex deal pipelines across multiple teams.
· Strong CRM expertise (HubSpot or similar) with demonstrated data hygiene proficiency.
· Exceptional organization and multitasking capability in a fast-paced environment.
· Excellent written and verbal communication skills for cross-functional coordination.
· High attention to detail with consistent accuracy in reporting and documentation.
Experience:
· Experience supporting high-growth organizations with rapidly scaling processes.
· Industry background in automation, construction, facilities, or technical/industrial services.
· Experience using contract management tools or legal workflow systems.
· Demonstrated success in building or maturing a deal desk function.
· Proficiency with Excel, analytics tools, or CRM report-building.
Physical Requirements:
· Sit for extended periods (typically 6-8 hours per day) while performing computer-based tasks such as data entry, invoice processing, and report generation.
· Use hands and fingers to operate standard office equipment, including computers, keyboards, mice, telephones, scanners, printers, and calculators.
· Occasionally stand, walk, bend, stoop, or reach to access filing cabinets, retrieve documents, or attend meetings.
· Lift, carry, push, or pull light objects and materials weighing up to 20-25 pounds (e.g., boxes of files, binders, or office supplies).
· Have sufficient vision (with or without correction) to read computer screens, printed documents, and small print; and sufficient hearing to communicate effectively by phone and in person.
· Work in a typical indoor office environment with moderate noise levels from office equipment, conversations, and occasional interruptions.
Deal Qualification & Intake
· Serve as the first point of triage for all new opportunities, coordinating with Sales, Engineering, Operations, and executive leadership.
· Develop and maintain standardized qualification criteria and intake checklists to support consistent go/no-go decisions.
· Flag opportunities requiring additional scoping, specialized resources, or non‑standard terms before they advance in the pipeline.
· Verify deal fit, including geographic alignment, system compatibility, and margin considerations.
Deal Desk Management
· Own and manage the end‑to‑end deal desk process from opportunity creation through contract execution.
· Track and manage pricing approvals, discount requests, exception handling, and internal sign‑off requirements.
· Maintain deal desk documentation including escalation paths, approval workflows, and exception logs.
· Partner with Finance to validate deal economics, margin analysis, and billing alignment.
· Ensure CRM data integrity, including accurate stage progression, close dates, and deal details.
Pipeline Tracking & Contract Coordination
· Monitor all active opportunities and maintain real‑time visibility into pipeline status, blockers, and close timelines.
· Track contract workflows with Legal, including redline progress, negotiation items, and projected execution timelines.
· Escalate stalled deals and coordinate cross‑functional resolution.
· Maintain a detailed deal log of milestones, decisions, and stakeholder actions.
· Coordinate with Legal on documentation needs including NDAs, MSAs, SOWs, and change orders.
Sales Operations & Timeline Coordination
· Lead weekly pipeline reviews, deal stage checkpoints, and forecast cadence.
· Coordinate proposal timelines, ensuring alignment across Sales, Engineering, Operations, and Legal.
· Support Sales leadership with pipeline analytics, conversion metrics, win/loss analysis, and cycle-time reporting.
· Identify operational bottlenecks and recommend process improvements to accelerate time-to-close.
· Support post‑signature handoff to project management, ensuring complete and accurate transition.
Reporting & Visibility
· Build and maintain dashboards and reports that provide timely visibility into deal progression and revenue forecasts.
· Prepare weekly and monthly pipeline summaries for executive review, highlighting risks and upcoming closes.
· Track and report KPIs such as deal velocity, stage conversion rates, average deal size, and forecast accuracy.
· Maintain historical pipeline data for trend analysis, capacity planning, and strategic initiatives.
Qualifications:
· 3+ years in revenue operations, sales operations, deal desk, or a similar commercial coordination role.
· Proven experience managing complex deal pipelines across multiple teams.
· Strong CRM expertise (HubSpot or similar) with demonstrated data hygiene proficiency.
· Exceptional organization and multitasking capability in a fast-paced environment.
· Excellent written and verbal communication skills for cross-functional coordination.
· High attention to detail with consistent accuracy in reporting and documentation.
Experience:
· Experience supporting high-growth organizations with rapidly scaling processes.
· Industry background in automation, construction, facilities, or technical/industrial services.
· Experience using contract management tools or legal workflow systems.
· Demonstrated success in building or maturing a deal desk function.
· Proficiency with Excel, analytics tools, or CRM report-building.
Physical Requirements:
· Sit for extended periods (typically 6-8 hours per day) while performing computer-based tasks such as data entry, invoice processing, and report generation.
· Use hands and fingers to operate standard office equipment, including computers, keyboards, mice, telephones, scanners, printers, and calculators.
· Occasionally stand, walk, bend, stoop, or reach to access filing cabinets, retrieve documents, or attend meetings.
· Lift, carry, push, or pull light objects and materials weighing up to 20-25 pounds (e.g., boxes of files, binders, or office supplies).
· Have sufficient vision (with or without correction) to read computer screens, printed documents, and small print; and sufficient hearing to communicate effectively by phone and in person.
· Work in a typical indoor office environment with moderate noise levels from office equipment, conversations, and occasional interruptions.