Sr. Deal Operations Lead, Sales at Block (San Francisco, CA or Remote)

| San Francisco, CA +80 more | Remote
Employer Provided Salary: $106,800-$153,600 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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Company Description
Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn't work together.
So we expanded into software and started building integrated, omnichannel solutions - to help sellers sell online, manage inventory, offer buy now, pay later functionality through Afterpay, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we've embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale.
Today, we are a partner to sellers of all sizes - large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We're building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same.
Job Description
Responsibilities
Deal Structuring, Support and Execution:

  • Develop and maintain a comprehensive understanding of the company's products, services, and pricing strategies.
  • Collaborate with sales and finance teams to structure complex deals that align with company objectives and customer needs.
  • Act as trusted advisor to the sales team by providing deal support and guidance throughout the sales process.
  • Review and validate sales proposals, contracts, and other deal-related documentation for accuracy, consistency, and compliance with company policies and guidelines.
  • Work closely with legal, finance, credit risk, and other stakeholders to address contractual and business terms, negotiate agreements, and mitigate risks.


CPQ Help Desk

  • Serve as the primary point of contact for CPQ escalations and act as a help desk for sales team members.
  • Address and resolve CPQ-related issues, questions, and challenges raised by AEs and AMs in a timely and efficient manner.
  • Provide hands-on support and troubleshooting for Salesforce CPQ system, including configuration, pricing rules, quoting templates, and approval processes.
  • Stay updated on new features and updates within Salesforce CPQ and communicate relevant information to the sales team.


Process Improvement and Optimization

  • Identify opportunities to streamline and improve the deal desk and quote to cash processes, including workflow automation, documentation standardization, and knowledge sharing initiatives.
  • Implement best practices and ensure adherence to sales policies, procedures, and compliance requirements, including guidance on Salesforce CPQ functionalities.
  • Continuously monitor and analyze deal performance metrics, providing insights and recommendations to optimize sales effectiveness and deal outcomes.
  • Actively participate in testing and implementation of system enhancements or new CPQ functionalities.


Cross-Functional Collaboration

  • Act as the primary liaison between the sales team and other cross-functional teams involved in the quote to cash process.
  • Collaborate with IT and other technical teams to resolve any system-related issues or bugs impacting the quote to cash process.
  • Partner with Enablement to create and maintain documentation, training materials, and knowledge base articles to assist users in utilizing CPQ effectively.
  • Collaborate with internal stakeholders to gather user requirements and provide input for CPQ system enhancements or customizations.


Qualifications
You will have:

  • Minimum of 5 years of experience in an enterprise-level role within the SaaS/B2B industry, with a focus on Deal Desk, Order Management, Finance Operations, Sales Operations, or Pricing.
  • Excellent communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and influence stakeholders at various levels.
  • Proven track record of successfully partnering with go-to-market (GTM) teams and cross-functional systems teams to drive operational excellence and achieve business objectives.
  • Basic understanding of revenue recognition rules and their impact on deal structures and pricing decisions.
  • Highly organized with a strong attention to detail, ensuring accuracy and precision in deal documentation and processes.
  • Customer-focused mindset, always seeking to understand and meet the needs of internal stakeholders and external customers.
  • Innovative thinker with a creative approach to problem-solving and process improvement.
  • Self-aware, transparent, professional, and open to feedback, fostering a collaborative and constructive work environment.
  • Ability to multitask and prioritize effectively, particularly during high-volume periods and at the end of month or quarter.
  • Strong ability to prioritize tasks and manage distractions, maintaining focus on critical objectives.
  • In-depth knowledge and understanding of a CPQ (Configure, Price, Quote) tool, such as Salesforce CPQ, Apttus (Conga) CPQ, etc.


Additional Information
Block takes a market-based approach to pay, and pay may vary depending on your location. U.S. locations are categorized into one of four zones based on a cost of labor index for that geographic area. The successful candidate's starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. These ranges may be modified in the future.
Zone A: USD $125,600 - USD $153,600
Zone B: USD $119,300 - USD $145,900
Zone C: USD $113,000 - USD $138,200
Zone D: USD $106,800 - USD $130,600
To find a location's zone designation, please refer to this resource . If a location of interest is not listed, please speak with a recruiter for additional information.
Full-time employee benefits include the following:

  • Healthcare coverage (Medical, Vision and Dental insurance)
  • Health Savings Account and Flexible Spending Account
  • Retirement Plans including company match
  • Employee Stock Purchase Program
  • Wellness programs, including access to mental health, 1:1 financial planners, and a monthly wellness allowance
  • Paid parental and caregiving leave
  • Paid time off (including 12 paid holidays)
  • Paid sick leave (1 hour per 26 hours worked (max 80 hours per calendar year to the extent legally permissible) for non-exempt employees and covered by our Flexible Time Off policy for exempt employees)
  • Learning and Development resources
  • Paid Life insurance, AD&D, and disability benefits
  • Additional Perks such as WFH reimbursements and free access to caregiving, legal, and discounted resources


These benefits are further detailed in Block's policies. This role is also eligible to participate in Block's equity plan subject to the terms of the applicable plans and policies, and may be eligible for a sign-on bonus. Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
We're working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Block is a proud equal opportunity employer. We work hard to evaluate all employees and job applicants consistently, without regard to race, color, religion, gender, national origin, age, disability, veteran status, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.
We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Want to learn more about what we're doing to build a workplace that is fair and square? Check out our I+D page .
Additionally, we consider qualified applicants with criminal histories for employment on our team, assessing candidates in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution.

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Candidate Location Eligibility:
Albuquerque, NM
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Other US Location
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • C#Languages
    • C++Languages
    • CSSLanguages
    • DartLanguages
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • Objective-CLanguages
    • PHPLanguages
    • PythonLanguages
    • RLanguages
    • RubyLanguages
    • RustLanguages
    • SassLanguages
    • SqlLanguages
    • SwiftLanguages
    • TypeScriptLanguages
    • Google AnalyticsAnalytics
    • LookerAnalytics
    • FigmaDesign
    • AirtableManagement
    • AsanaManagement
    • BasecampManagement
    • ConfluenceManagement
    • Google DriveManagement
    • Google DocsManagement
    • Google SlidesManagement
    • JIRAManagement
    • Sprinklr CMS
    • DocuSignCRM
    • DriftCRM
    • SalesforceCRM
    • MarketoLead Gen
    • ZoomInfoLead Gen
    • SlackCollaboration
    • AsanaProject Management
    • BasecampProject Management

An Insider's view of Block

Lynette Johnson McGee

What are some things you learned at the company?

Since joining Block, I’ve found that being myself is not only encouraged, it’s rewarded. My advice to people who are neurodiverse would be to ask for support and let people know how you work best. Knowing I will be heard has opened new doors for my development!
Lynette Johnson McGee

Lynette Johnson McGee

Customer Success Advocate
Cesar Alaniz

How do your team's ideas influence the company's direction?

Compliance Engineering works with different business units across Block to support product controls, case tooling, and model development that touch on regulatory requirements.  All of these are key to our ability to expand and operate as a Fintech company. There's a strong culture of excellence throughout Block.
Cesar Alaniz

Cesar Alaniz

Head of Compliance Engineering

What are Block Perks + Benefits

Block Benefits Overview

At Block, we want to provide you with benefits, perks, and offerings that empower you to make choices for your life and what matters to you. We understand the importance of having quality care. So, whatever stage of life you’re in, we offer coverage and plans to support total health — physical, mental, and financial — for you and your family.

Culture
Volunteer in local community
Partners with nonprofits
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Hybrid work model
Flexible work schedule
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Wellness days
Abortion travel benefits
Financial & Retirement
401(K)
401(K) matching
Company equity
Employee stock purchase plan
Performance bonus
Pay transparency
Child Care & Parental Leave Benefits
Generous parental leave
Adoption Assistance
Fertility benefits
Vacation & Time Off Benefits
Generous PTO
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
Onsite office parking
Relocation assistance
Fitness stipend
Professional Development Benefits
Job training & conferences
Promote from within
Mentorship program
Online course subscriptions available
Personal development training

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