Deal Desk Lead (AI SaaS)

Location: Seattle, WA, United States — hybrid, with 3 days in-office at the Seattle HQ and 2 days remote

Salary: $155,000–$170,000 per year plus meaningful equity

Company

Yoodli is an AI-powered experiential learning platform that uses AI roleplays to personalize real-life practice and help organizations improve communication.

What you will do

• Own and optimize the end-to-end quote-to-cash workflow from quote generation through invoicing.
• Develop and manage pricing approval matrices and governance processes.
• Advise Sales on multi-year contracts, renewals, non-standard terms, and downstream commercial implications.
• Improve legal and contract handoffs, documentation quality, approval workflows, and license fulfillment.
• Maintain CRM data integrity and partner with Revenue Operations on forecasting, revenue recognition, and renewal data.
• Analyze deal desk metrics, discounting, customer profitability, cycle times, and operational errors to improve policies, playbooks, and automation.

Requirements

• 5–7 years of deal desk experience, preferably in a SaaS or startup environment.
• Understanding of core GAAP principles and basic accounting processes.
• Expertise with CRM, CPQ, quote-to-cash systems, and related sales process tools.
• Strong organization, attention to detail, clear communication, and cross-functional collaboration skills.
• Ability to take ownership and work effectively in a fast-paced, evolving environment.

Nice to have

• Experience with HubSpot.

Culture & Benefits

• Meaningful equity and competitive compensation.
• Healthcare, dental, vision, 401(k), and flexible PTO.
• Mission-driven work with direct customer feedback loops.
• Collaborative environment built around humility, bias for action, and winning together.
• Lunch included on in-office days.