Deal Desk Lead

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.

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.

• 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 into customer procurement systems

• Coordinate inbound infosec questionnaire requests, triaging and assigning to appropriate internal stakeholders and tracking through to completion

• 4+ years of relevant experience in Deal Desk, Revenue Operations, or commercial operations in a B2B SaaS environment

• Hands‑on experience managing quote, order form, and contract workflows (new business and expansion)

• Strong proficiency with CRM and spreadsheets (HubSpot or Salesforce; Excel/Sheets); experience with CPQ, CLM, or billing tools is a plus

• High bar for accuracy and detail; you are known for clean contracts, reliable data, and clear documentation

• Ability to operate in a fast‑moving environment, triage inbound requests, and balance urgent tickets with longer‑term projects

• Strong commercial intuition: you understand SaaS economics, discounting, and standard commercial terms, and can spot edge cases quickly

• Empathy for reps and a service mindset, coupled with the backbone to uphold guardrails and say no when needed

• Excellent communication and collaboration skills; you are comfortable working directly with Sales, CS, Legal, and Finance leaders

• Comfort building and improving processes from 0 to 1 and 1 to N in a scaling company

We offer competitive compensation because we want to hire the best people and reward them for their contributions to our mission. We pay all employees competitively relative to the market. In compliance with pay transparency laws and in pursuit of pay equity and fairness, we publish salary ranges for our open roles.

The target salary range for this role is $135,000-$165,000. This role is 100% base salary (no incentive or bonus compensation available). On top of this, we offer equity, generous perks, and comprehensive benefits.

Nooks is an equal opportunity employer committed to fostering a diverse and inclusive workforce. We believe in providing equal employment opportunities to all individuals regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other characteristic protected by law.

Nooks does not discriminate in hiring, promotion, compensation, or any other employment practices, and we are committed to ensuring a workplace that is free from discrimination, harassment, and retaliation. We encourage individuals from all backgrounds to apply and join our team.