Senior Proposal-to-Order Operations Lead
Fivetran
From Fivetran’s founding until now, our mission has remained the same: to make access to data as simple and reliable as electricity. With Fivetran, customer data arrives in their warehouses, canonical and ready to query, with no engineering or maintenance required. We’re proud that more organizations continue to leverage our technology every day to become truly data-driven.
About the Role
Fivetran is seeking a Revenue Proposal-to-Order Lead to design and scale the processes that power our proposal-to-order lifecycle. This senior technical leader will own the configuration and optimization of Salesforce CPQ as the core quoting platform, while also advising on the implementation of additional proposal automation tooling with our Revenue Systems team, to streamline and standardize customer-facing workflows.
You will work closely with senior leaders across Sales, Finance, Systems, and Revenue Operations to design and optimize business processes that drive efficiency, accuracy, and scalability in the proposal-to-order motion. This is a highly technical role that combines deep CPQ expertise, process optimization, and systems integration to enable a best-in-class enterprise SaaS sales engine.
This is a full-time, hybrid position based out of our Oakland, CA or Denver, CO offices. Our hybrid work model offers a blend of remote flexibility and in-person collaboration, including two days in the office each week to connect and build as a team.
What You’ll Do
- Own the Proposal-to-Quote-to-Order Process
- Own the partnership with our GTM Systems team to design our proposal and quoting process.
- Define the SKU catalog and product book to ensure accuracy and usability for sales teams.
- Ensure all pricing and packaging updates from Product and Leadership are accurately implemented in quoting systems.
- Extend Quoting Beyond CPQ
- Evaluate, recommend, drive adoption of automated proposal and contract tools such as Ironclad, Conga, etc. that integrate with CPQ.
- Drive standardization of proposals, contracts, and order forms to improve consistency and speed in the sales cycle.
- Work with Senior Leaders to Optimize Processes
- Collaborate with Sales, Finance, Product, Systems, and RevOps leadership to design and optimize Proposal-to-Quote-to-Order business processes for scalability and efficiency.
- Define approval workflows between CPQ and downstream systems (ERP, billing, provisioning).
- Document & Standardize Processes
- Map and maintain clear documentation of proposal-to-quote-to-order workflows, ensuring they are well understood and easily adopted across teams.
- Provide enablement and guidance to sales and operational teams on new or updated processes and tools.
- Optimize and Automate Workflows
- Develop a guided quoting experience in Salesforce that simplifies complexity and improves accuracy.
- Automate key approval and proposal workflows to enable faster deal execution.
- Monitor and optimize the performance and adoption of quoting tools.
- Advise on Best Practices & Future Roadmap
- Act as a trusted expert on CPQ and quote-to-order systems, staying ahead of industry trends and emerging technologies.
- Provide input on the future roadmap for quoting, proposal automation, and process improvements.
Skills We’re Looking For
- Deep expertise in designing efficient quoting processes within the capabilities of CPQ technology and strong familiarity with related proposal automation tools, especially Ironclad.
- 8+ years of experience in Quote-to-Cash, CPQ administration, or Revenue Operations roles within an enterprise SaaS selling environment.
- Proven ability to implement and maintain complex SKU/product catalogs, approval workflows, and proposal automation tools.
- Strong understanding of Quote-to-Order business processes and experience integrating CPQ with ERP and billing systems.
- Exceptional ability to optimize and standardize business processes for clarity and scalability.
- Strong problem-solving skills with a track record of delivering automated, scalable solutions that improve sales and operational efficiency.
- Excellent communication and stakeholder management skills, with the ability to influence senior leaders across Sales, Finance, and RevOps.
#LI-HYBRID #LI-CM1
The pay range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the target position and level. Our pay ranges are determined by role, level, and location. Our job titles may span more than one career level. Within the range, individual pay is determined by additional factors, including job-related skills, experience, relevant education or training, business need, market demands. The pay range is subject to change and may be modified in the future. Your recruiter can share more about the specific pay range for your location during the hiring process.
Perks and Benefits
- 100% employer-paid medical insurance*
- Generous paid time-off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays, and volunteer days off
- RSU stock grants*
- Professional development and training opportunities
- Company virtual happy hours, free food, and fun team-building activities
- Monthly cell phone stipend
- Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching, and self-guided mindfulness exercises for all covered employees and their covered dependents.
*May vary by country and worker type - please reach out to your recruiter for more information
Click here to learn more about Fivetran's Benefits by Region.
We’re honored to be valued at over $5.6 billion, but more importantly, we’re proud of our core values of Get Stuck In, Do the Right Thing, and One Team, One Dream. Read about us in Forbes.
Fivetran brings together high-quality talent across the globe to make data access as easy and reliable as electricity for our customers. We value and recognize that our customers benefit from having innovative teams made of people from many backgrounds, experiences, and identities. Fivetran promotes diversity, equity, inclusion & belonging through attracting, recruiting, developing, and retaining a diverse workforce, not only because it is the right thing to do, but because it helps us build a world-class company to better serve our customers, our people and our communities.
To learn more about Fivetran’s culture and what it’s like to be part of the team, click here and enjoy our video.
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We are committed to ensuring that all candidates have an equal opportunity to participate in our interview process. If you require accommodations at any stage of the process due to a disability, medical condition, or any other circumstance, please don't hesitate to submit your request by filling out this form. We will work with you to provide reasonable accommodations to facilitate your participation and ensure a fair and accessible interview experience. Your request and any information provided will be kept confidential and will not impact your candidacy. We look forward to hearing from you and accommodating your needs to the best of our ability.