Head of Deal Desk & Commercial Support at Apex Group

Role Purpose

• The Head of Commercial Operations & Deal Desk owns the end-to-end deal execution process from pricing approval through contract readiness and handover to onboarding and billing. This role ensures all deals are commercially sound, operationally clean, compliant, and ready to scale.
• You are accountable for deal velocity, pricing governance, data quality, and revenue integrity across Salesforce and Workday, acting as the single point of ownership for getting deals over the line efficiently and correctly. The role acts as the operational counterpart to Product, with Product retaining authority to override or approve exceptions where required.

Key Responsibilities

End-to-End Deal Ownership

• Own the full deal lifecycle from opportunity support through contract issuance and onboarding handover.
• Ensure all deals comply with Product-defined pricing, financial models, and commercial policies.
• Act as the escalation point for complex, high-value, or non-standard deals.
• Ensure deals meet Apex’s commercial, operational, and compliance standards before Won.

Commercial Operations (Deal Administration)

• Lead the team responsible for client data readiness, entity validation, billing and tax accuracy, and disclosures.
• Ensure Salesforce records are complete, accurate, and compliant for downstream systems (Workday).
• Eliminate onboarding and billing delays caused by missing or incorrect upstream data.

Deal Desk (Pricing & Commercial Strategy)

• Own pricing governance, review of applied discount policy, margin thresholds, and commercial approval frameworks.
• Approve deals that are compliant with established price books, discount thresholds, and margin tolerances.
• Provide strategic pricing guidance to Sales on complex or high-impact opportunities.
• Ensure pricing decisions align with Apex’s revenue and growth strategy.

Process, Controls & Governance

• Define and enforce “Contract Ready” and “Onboarding Ready” stage gates.
• Establish SLAs, approval workflows, and quality controls across the deal process.
• Partner with Product, Legal, Finance, Tax, and Compliance to embed required controls without slowing velocity.

Systems & Data Integrity

• Own the integrity of Salesforce deal data and its integration to Workday.
• Reduce failed contract pushes, rework, and revenue leakage caused by data or process issues.
• Partner with Revenue Strategy and Technology teams to automate and improve deal workflows.

Leadership & Team Development

• Build, lead, and develop a high-performing team across Commercial Ops and Deal Desk.
• Clearly separate pricing strategy from deal administration while maintaining a unified mission.
• Create a culture of accountability, speed, and quality.

Stakeholder Management

• Act as the primary partner to Sales leadership on deal execution and commercial strategy.
• Align closely with Client Onboarding to ensure seamless client activation.
• Provide visibility and reporting to senior leadership on deal health, risks, and bottlenecks.

Success Metrics

• Reduced deal cycle time
• Improved Salesforce data quality
• Fewer onboarding delays and billing errors
• Lower volume of Workday sync failures
• Consistent pricing and discount governance
• Increased seller satisfaction

Required Experience & Skills

• 8–12+ years in Commercial Operations, Deal Desk, Sales Operations, Revenue Operations, or similar roles.
• Proven experience leading pricing governance and deal execution teams.
• Strong Salesforce expertise; experience with ERP integrations (Workday preferred).
• Background in financial services, fund administration, or regulated environments strongly preferred.
• Ability to balance commercial velocity with operational and compliance rigor.
• Strong executive communication and stakeholder management skills.