Deal Desk Lead

ABOUT NOOKS.AI http://Nooks.ai: Nooks is an applied AI lab building the Agent Workspace for GTM. We design AI agents that operate across the full sales action set, from account strategy to prospect research and outreach. Building 0→1 has never been easier, but selling at the speed of the market remains the last frontier for AI. Our mission is to 10x every seller by automating the busywork so they can focus on what humans do best: closing deals. Today, over 1,500 customers run on Nooks, including Notion, HubSpot, Cursor, and Rippling. We’ve raised $70M+ from top VCs like Kleiner Perkins, which made its first sales-tech investment in over a decade with us. Since then, we’ve tripled ARR each year for 3 years running and grown a high-caliber team turning the art of sales into a scalable science. ABOUT THE ROLE... The Deal Desk Lead is an individual contributor role that owns our quote-to-sign process and helps reps close clean, scalable deals. This role sits within Revenue Operations and is a key partner to Sales, Customer Success, Legal, and Finance. You will run the day‑to‑day operations of our deal desk, support complex deal structures, and drive clarity and rigor in how we price, structure, approve, and contract revenue. You’ll combine strong commercial judgment with process and systems thinking to make deals faster, less risky, and easier to manage downstream. This role is ideal for someone with a strong Deal Desk or RevOps background in SaaS who is comfortable shaping both strategy and execution in a high-growth, high-ownership environment. You will report to the Vice President of Revenue Operations and work closely with Sales, Customer Success, Legal, Finance, and Product Marketing. This role is hybrid out of our San Francisco office. Three days a week is expected (M/T/Th) with occasional travel for team onsites, trainings, etc. WHAT YOU WILL DO... - Own and evolve our quote‑to‑sign / deal approval processes across new business, expansions, and renewals - Run the day‑to‑day deal desk: validate pricing and structure, generate/QA order forms, manage and coordinate signature workflows, and resolve issues quickly - Support contract review and negotiation for commercial and operational terms, partnering closely with Legal on non‑standard language - Serve as a trusted advisor to Sales and CS reps on how to structure deals that balance customer needs, Nooks’ economics, and operational simplicity - Enforce and refine approval matrices for pricing, discounts, packaging, and non‑standard terms; ensure approvals are documented and auditable - Partner with Product Marketing, Finance, and RevOps to launch new products, price books, and packaging into our GTM systems and processes - Ensure Sales and CS teams operate within clear rules of engagement and set accurate expectations with customers on commercials and delivery - Be the expert on our end‑to‑end revenue process from quote through handoff to Finance/CS; proactively flag issues and upstream fixes - Engage directly with customers when needed to unblock or accelerate deals - Maintain high data quality: ensure order form and contract data are accurate and synced across HubSpot, CPQ (Dealhub), billing, and any future CLM - Lead ongoing and month‑end audit / quality checks on deals to support accurate reporting and revenue recognition - Track, analyze, and publish deal and pricing insights (e.g., discounting trends, cycle time, exception rates) to inform GTM and pricing strategy - Lead and/or contribute to cross‑functional projects to mature our commercial infrastructure, such as: - Optimizing CPQ and e‑signature workflows - Evaluating and rolling out a CLM solution - Rebooting our cross‑functional deal approval and exceptions process - Centralizing and simplifying templates, playbooks, and clause libraries in partnership with Legal - Manage customer vendor setup requirements, including business information submissions, banking details, and vendor registrations needed to onboard Nooks i