Director, Deal Strategy & Management jobs in United States
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Restaurant365 · 5 months ago

Director, Deal Strategy & Management

Restaurant365 is a SaaS company revolutionizing the restaurant industry with its cloud-based platform for accounting and back-office operations. The Director of Deal Strategy & Management will oversee the transformation of Deal Strategy and Deal Desk Management, focusing on automation and efficiency while collaborating with various departments to optimize deal processes.

AccountingProductivity ToolsRestaurantsSaaSSoftware
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H1B Sponsor Likelynote

Responsibilities

Own and lead the Deal Desk function, supporting quote-to-cash for 500+ deals/month
Architect and execute scalable workflows through AI tools, automation, and system-driven approvals
Design and implement automated deal validation and approval processes using Salesforce, CPQ, and other tools
Collaborate cross-functionally with Legal, Finance, Sales, and Product to structure and optimize deals
Guide pricing and packaging execution, with built-in controls and automation
Maintain deal playbooks, policies, and approval frameworks — embedding automation and AI-enhanced workflows
Drive continuous process improvement with technologies such as AI transcription, document automation, and smart routing
Build enablement content and self-service quoting tools to improve speed and reduce manual effort
Own reporting and analytics for Deal Desk — including cycle times, exception rates, and automation impact
Deliver insights that shape revenue strategy, pricing governance, and pipeline performance
Partner with Commissions and Accounting to ensure seamless downstream reporting and reconciliation

Qualification

Deal Desk ManagementQuote-to-Cash ProcessesSalesforceCPQAutomationAI IntegrationAnalytical MindsetProcess ImprovementWorkflow AutomationCommunication SkillsCollaboration Skills

Required

10+ years of experience leading or scaling a SaaS Deal Desk or Revenue Operations function
Deep expertise in quote-to-cash processes, CPQ, Salesforce, and deal workflow optimization
Proven success driving automation-first initiatives and integrating AI into operational workflows
Strong analytical mindset with the ability to translate data into action
Excellent communication and collaboration skills across sales, legal, product, and finance stakeholders
Passion for simplifying complex processes through modern tools and design thinking
Experience with tools such as AI transcription, DocGen, Gong, and workflow automation platforms

Preferred

Bachelor's degree in Business, Finance, Operations, or related field

Benefits

Comprehensive medical benefits, 100% paid for employee
401k + matching
Equity Option Grant
Unlimited PTO + Company holidays
Wellness initiatives

Company

Restaurant365

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Restaurant365 is an enterprise management software for restaurants that provides accounting, inventory, scheduling, and payroll solutions.

H1B Sponsorship

Restaurant365 has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (1)
2022 (1)
2021 (1)

Funding

Current Stage
Late Stage
Total Funding
$437.5M
Key Investors
ICONIQ GrowthBessemer Venture Partners
2024-05-15Private Equity· $175M
2023-05-19Private Equity· $135M
2019-06-27Series C· $88M

Leadership Team

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Morgan Harris
Co-Founder
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Kate Kemp
Chief People Officer
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Company data provided by crunchbase