Deal Desk Manager

AI analytics platform for exploring data, building data apps, and collaborating with trusted context.

10 current maintainers10 lead step-downs8 early lead departures
San Francisco, USA
About Hex

Hex Technologies Inc. operates Hex, an AI analytics platform combining natural-language self-serve, SQL and Python notebooks, interactive data apps, and AI agents in a governed workspace. Its shared context engine grounds answers in organizational data, business definitions, and knowledge.

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Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will design and implement an order-to-cash system, including a billing migration. You will lead monetization decisions, review non-standard deals, streamline CPQ, improve invoicing, revenue recognition, collections, and provisioning, create approval guardrails and playbooks, and report on process performance.

Requirements

  • 4+ years in deal desk, sales finance, or revenue operations at a B2B SaaS company
  • End-to-end quote-to-cash process ownership
  • Experience implementing or migrating a CPQ or billing system
  • Knowledge of SaaS contracts and revenue recognition
  • Knowledge of pricing and billing margin implications
  • Familiarity with usage-based and hybrid pricing
  • Salesforce proficiency
  • CPQ and billing stack proficiency
  • Experience aligning Sales, Finance, Legal, and Product stakeholders

Responsibilities

  • Design and implement an order-to-cash system
  • Lead the business case for moving billing off Stripe
  • Chair the monetization committee and drive pricing, packaging, and discounting decisions
  • Review and approve non-standard deals
  • Structure ramps, commitments, and usage terms
  • Streamline CPQ and reduce quoting friction
  • Improve invoicing, revenue recognition, collections, and book-close handoffs
  • Improve customer provisioning processes
  • Build approval matrices, deal guardrails, and playbooks
  • Report on cycle time, discount leakage, margin leakage, quote-to-cash errors, and days to close

Benefits

  • Equity
  • Comprehensive health benefits
  • Flexible paid time off