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Deal Desk Lead

Perplexity · San Francisco

Location
San Francisco
Workplace
Remote
Employment
Full time
Level
Mid level
Posted
11 November

About this role

We’re looking for a Deal Desk Lead to help our GTM teams structure and close deals that support durable revenue growth. You’ll partner with the field, the Head of Revenue Operations, and Finance and Legal leadership to balance customer needs with company priorities.

You’ll own Deal Desk end to end and build the team as we grow. This is a hands-on role for someone who moves with urgency and finds workable solutions, not simply obstacles or approval paths.


What you’ll do

  • Partner with the field: Engage early on complex opportunities, understand customer needs, and remove obstacles to close. Bring Sales, Finance, and Legal together to resolve issues quickly.

  • Structure deals and balance trade-offs: Shape pricing, discounts, commitments, and payment terms. Weigh customer value, revenue, profitability, and risk, offering practical alternatives rather than a simple yes or no.

  • Own review and approvals: Run a responsive process for nonstandard deals and exceptions. Apply policies consistently and escalate decisions beyond your authority with clear options and a recommendation.

  • Ensure accurate execution: Ensure quotes, order forms, approvals, and CRM records reflect agreed terms. Resolve discrepancies before signature and enable clean handoffs to billing and post-sale teams.

  • Own quote-to-order requirements and delivery: Define business requirements, priorities, and acceptance criteria for quote-to-order workflows. Hold Systems accountable for building and delivering against them, owning business acceptance testing and sign-off.

  • Scale the function: Build playbooks, approval frameworks, and field enablement that reduce recurring friction. Use deal and exception patterns to recommend improvements to pricing and commercial policy. Hire, coach, and develop the Deal Desk team as the business grows.

What you bring

  • Relevant experience: 4+ years in Deal Desk, commercial operations, or a related function in SaaS or another high-growth industry, including complex deal structuring and approvals.

  • Exceptional business partnership: A track record of earning Sales’ trust through responsiveness, practical solutions, and sound commercial judgment that protects the business.

  • Autonomy and extreme ownership: The ability to prioritize independently, surface risks early, and drive issues to resolution without close supervision.

  • Commercial judgment and precision: Strong analytical skills and exceptional attention to detail across deal economics, terms, and documentation, even under tight deadlines. You distinguish material risks from issues that should not hold up a deal.

  • Tact and communication: The ability to handle Sales exception and clarification requests tactfully, influence stakeholders, and escalate to senior leadership appropriately.

  • Hands-on systems expertise: Experience with CRM, quoting or CPQ tools, and approval workflows, plus the ability to translate field needs into actionable business requirements.

  • AI perspective and drive: A strong perspective on how AI is changing traditional quote-to-order workflows, and a passion for putting that perspective into practice across the business.

  • People management: Experience managing and developing direct reports, with the ability to build a team while remaining hands-on.

Nice to have

  • Evolving business models: Experience with consumption-based, usage-based, or hybrid subscription models.

  • Enterprise complexity: Experience with enterprise procurement and multiyear agreements.

As published by Perplexity. Applications are handled on their site.

Skills this posting mentions

Team LeadershipArtificial IntelligenceCRM

About Perplexity AI

Perplexity AI builds AI native search tools. Perplexity Ask, a new search interface that uses OpenAI GPT 3.5 and Microsoft Bing to directly answer any question you ask.

All 138 openings at Perplexity AI

One click, then it is written

Apply to Perplexity with a resume written for this role.

Queue Deal Desk Lead and I read the posting, rewrite your resume against it, draft the cover letter, and score the fit. Then you press send, or press one button and I fill in Perplexity’s form for you.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • 25 sent a week, free
  • No card
  • Nothing sent until you say so

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Put this to work

Paste your career in once. Every application after that is written for you.

Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • New matches ranked and written before you are up.
  • Every bullet stays inside what your history supports. Nothing invented.
  • Queued, submitted, interviewing, offer: one screen, not a spreadsheet.

Free, no card. Up to 25 applications sent a week, and nothing is sent until you say so.

Listed from the job board Perplexity publishes. Refolk is not the employer and does not handle their hiring. Applications go to Perplexity directly.

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