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Delinea

Privileged access management for hybrid enterprises

Lead Global CPQ & Deal Process Owner

Sales OperationsUpdated on Nov 9
Full-timeRemote in USARemote

About the Job

Requirements

  • At least 8 years of experience in Revenue Operations, Sales Operations, or Business Systems, with deep, hands-on expertise in CPQ and deal approval processes.
  • Deep, hands-on expertise with Salesforce Agentic Revenue Management (ARM) is strongly preferred and identified as the most critical technical qualification.
  • Working knowledge of Salesforce Steelbrick CPQ, including configuration, pricing rules, and approval flows, is a nice-to-have.
  • Proven experience serving as project lead on a CPQ or major Revenue Operations systems implementation, ideally involving Salesforce Agentic Revenue Management or comparable AI/agentic capabilities.
  • A strong track record of vendor evaluation and selection for Revenue Operations tooling.
  • Ability to translate end-user (Account Executive) pain points into scalable, high-leverage process and system improvements.
  • Experience partnering cross-functionally with Pricing, Deal Desk, Business Systems, Legal/Finance, and Sales leadership.
  • Ability to operate independently and own ambiguous, high-visibility mandates with minimal oversight.
  • A Bachelor's degree is required; an advanced degree is a plus.

Responsibilities

  • Own the global end-to-end health, performance, and roadmap of the Quoting/CPQ process from quote creation through deal approval and booking.
  • Define and prioritize the CPQ and deal approval roadmap based on business impact, friction reduction, and Account Executive experience.
  • Own the ongoing quoting and deal approval tooling roadmap, including evaluating future vendors and capabilities within the Salesforce Agentic Revenue Management ecosystem.
  • Establish and track process health metrics, including quote turnaround time, deal approval cycle time, error and rework rates, and Account Executive satisfaction; report on process performance.
  • Represent Account Executives and broader end users by identifying friction points, pain points, and time sinks across quoting and deal approval.
  • Conduct ongoing process discovery through interviews, journey mapping, and usage and data analysis in partnership with the Field; surface and prioritize pain points.
  • Design and implement AI-enhanced improvements, including agentic automation, intelligent approval routing, and guided selling, to reduce manual touchpoints and cycle time.
  • Lead the go-to-market and Revenue Operations work for the Salesforce Agentic Revenue Management implementation, from design and configuration through rollout and adoption.
  • Partner with Salesforce and internal Business Systems teams to define implementation scope, architecture, and the migration plan from Steelbrick CPQ to ARM, managing the expected approximately nine-month coexistence period.
  • Define implementation success criteria, manage timeline and risk, and drive adoption of ARM capabilities across Sales, Deal Desk, and Pricing.
  • Keep the existing Steelbrick CPQ process running smoothly and support deal flow during the transition until ARM is fully rolled out and Steelbrick is retired.
  • Own and continuously evolve deal approval workflows for discounting, non-standard terms, and legal and finance approvals, balancing speed with appropriate control.
  • Partner with Deal Desk and Finance to ensure approval logic reflects current pricing strategy, deal guardrails, and compliance requirements.
  • Ensure approval flows scale with deal complexity without adding unnecessary friction for the Field.
  • Partner with Pricing Strategy to translate pricing and packaging changes into CPQ configuration and rules.
  • Partner with Deal Desk to streamline exception handling and non-standard deal structures.
  • Partner with Business Systems and IT on system architecture, integrations, and the broader Revenue Operations technical roadmap.
  • Partner with Field leadership to gather feedback, drive adoption, and communicate process changes.
  • Operate independently as the subject-matter expert and single-threaded owner for the Quoting/CPQ process, with minimal oversight.
  • Bring external best practices and emerging AI/CPQ innovations to continuously modernize the quoting process.

Desired Qualifications

  • Deep, hands-on expertise with Salesforce Agentic Revenue Management (ARM).
  • Working knowledge of Salesforce Steelbrick CPQ, including configuration, pricing rules, and approval flows.
  • An advanced degree.

About the Company

Delinea

Privileged access management for hybrid enterprises

Preparing a concise company summary based on provided description.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
San Francisco, CA
Founded
2004

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