Deal Desk Workflows Architect at Notion

San Francisco, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, SaaSIndustries

Requirements

3-5 years of experience working on strategic cross functional projects both as a stakeholder and as a project manager
Familiarity with Salesforce, CPQ, Netsuite, Ironclad and other common Quote to Cash & GTM technologies, and experience integrating AI into existing workflows
Demonstrated ability to align and coordinate stakeholders, including partnering with Deal Desk, Accounting, Biz Tech, Rev Ops, Legal, Global Sales, and Finance
Excellent written communication skills including the ability to distill complex ideas and diverse viewpoints into simple summaries, project plans, and workflows
Strong storytelling skills leveraging Salesforce data

Responsibilities

Represent the Deal Desk on critical and strategic projects, ensuring preparedness for launches from a quote to order perspective
Ensure successful launches by providing reporting, driving fast follow initiatives, and triaging bugs and inefficiencies identified after go-live
Partner closely with the Biz Tech team and Enablement team to design, implement, and roll out user friendly enhancements to the Quote to Order Process
Serve as subject matter expert on the Deal Desk for new initiatives, launches, and functionality, prepping the broader Deal Desk for upcoming business changes, and truthseeking on behalf of the Deal Desk
Refine and integrate existing AI workflows with other broader systems workflows
Focus on projects to enhance processes and systems, including planning, scoping, implementation, testing, and ensuring smooth rollout of process enhancements, new product launches, and updated functionality
Partner closely with the Biz Tech team, Enablement Team, and serve a “Train the Trainer” function on the Deal Desk

Skills

Key technologies and capabilities for this role

Deal DeskQuote to OrderWorkflowsProcess DesignImplementationTestingReportingBiz TechEnablementTrain the TrainerProject ManagementLaunch ManagementBug Triage

Questions & Answers

Common questions about this position

What is the work location or remote policy for this role?

The position is hybrid, requiring all team members to work from Notion's offices on Mondays and Thursdays, designated as Anchor Days, with certain teams or positions possibly needing additional in-office days.

What skills are required for the Deal Desk Workflows Architect role?

Required skills include 3-5 years of experience on strategic cross-functional projects as a stakeholder and project manager, familiarity with Salesforce, CPQ, Netsuite, Ironclad and other Quote to Cash & GTM technologies plus AI workflow integration, demonstrated stakeholder coordination across teams like Deal Desk, Accounting, and Sales, excellent written communication to distill complex ideas, and strong storytelling with Salesforce data.

What is the salary or compensation for this position?

This information is not specified in the job description.

What is Notion's company culture like?

Notion emphasizes in-person collaboration as essential to its culture, with required office attendance on Anchor Days (Mondays and Thursdays), and values traits like being a driver of the mission, pacesetter, kind and direct, and truth-seeking.

What makes a strong candidate for this role?

Strong candidates will have 3-5 years managing strategic cross-functional projects, hands-on familiarity with Quote to Cash tools like Salesforce CPQ and Netsuite plus AI integrations, proven stakeholder alignment across Sales, Finance, Legal and more, and excellent communication and storytelling skills; nice-to-haves include ASC 606 knowledge and Sales experience.

Notion

Versatile productivity and collaboration platform

About Notion

Notion is a workspace platform designed to enhance productivity and collaboration for a wide range of users, from startups to large enterprises. It combines various tools into a single platform, allowing teams to write, plan, and share their work efficiently. Users can start with a free version and upgrade to paid plans as their needs grow. Key features include customizable notes and documents, project management tools, and a drag-and-drop interface for easy page creation. Notion also includes an AI-powered Q&A feature that provides instant answers to user queries, helping to centralize knowledge. The platform supports multiple languages and has a strong global community that contributes content and organizes events.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$325.9MTotal Funding

LATE_VCCompany Stage

Enterprise Software, AI & Machine LearningIndustries

5,001-10,000Employees

Benefits

Medical, dental & vision insurance

PTO

Mental health & wellbeing package

Parental leave

Fertility coverage

Retirement matching

Commuter benefits

Monthly stipend

Risks

Increased competition from AI-enhanced tools like Evernote.

Potential trust issues with AI features due to factual inaccuracies.

User resistance to adopting new productivity tools.

Differentiation

Notion combines note-taking, task management, and databases into a single platform.

The platform offers customizable workspaces for personal and collaborative use.

Notion AI assists with tasks like text generation and predictive analytics.

Upsides

Integration with Slack and Google Drive enhances workflow automation.

Acquisition of Skiff strengthens Notion's privacy offerings.

Standalone apps like Notion Calendar expand Notion's modular productivity solutions.

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