Brennan WardDeal Desk

Deal DeskDeal StrategyRevenue Operations

Deal Desk analyst who builds the tools the desk wishes it had.

Structuring SaaS deals since 2021: pricing, terms, approvals, and quote-to-cash. I also built an AI assistant that reads the pipeline every morning and flags the deals that need deal strategy before Sales asks.

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Tools: Salesforce · Salesforce CPQ · Zuora · DocuSign · Ironclad · Claude plugins

Daily Deal Brief
Fictional demo data
Reviewed
40
Surfaced
5
Pipeline
$2.98M
  • HIGHHalvorsen Energy — Expansion$450K · Close date slipping · No deal strategy engagement
  • HIGHPinecrest Software — Platform New Logo$330K · Cloud marketplace route · Signature path mismatch · No deal strategy engagement
  • HIGHLakeshore County — Platform New Logo$410K · Tax-exempt entity · Signature path mismatch · No deal strategy engagement
  • MEDIUMBrightwater Logistics — Platform Subscription$640K · Private equity ownership · Affiliate with pricing on file · Multi-year ask
Open the full brief

Start here

Four places to look, in the order most hiring managers ask for them.

By the numbers

150+

order forms reviewed a month

Senior escalation point and approval authority for Commercial, Enterprise, and Strategic accounts across 35 AEs.

See the resume

$127M

revenue leakage caught

Reconciled 150 contracts a week against a new billing system during a Zuora migration.

How it was done

5 of 40

deals surfaced each morning

The Deal Strategy Assistant scores every open opportunity against 11 flags and drafts the first message to the AE.

How it works

Demo videos

Short walkthroughs of the assistant running on a fictional Salesforce org and Slack workspace.

Try the interactive brief instead

Demo video 1

Salesforce use cases

How the assistant reads a Salesforce pipeline: which fields and records it checks, and how each of the 11 flags maps to a real deal-desk question.

Demo video 2

Slack daily brief

One morning's brief as it lands in Slack: five deals, the reason each one surfaced, and the unsent draft waiting in each AE's DM.

How I work

  1. Find the value before touching the price.

    Term, ramp, payment timing, scope, and marketplace route are all levers. Discount is the last one.

  2. Every give has a named get.

    It is written on the approval. If Sales cannot name the get, the request goes back with a suggested one.

  3. Timing is the value.

    A flag that arrives while the AE still has room to act is help. A flag that arrives after the customer has the paper is noise.

  4. Sales-first language.

    Every recommendation is written in terms of the rep's deal: speed to signature, customer confidence, fewer late surprises.

  5. Name the source for every claim.

    If I can't cite the record, the post, or the email, I don't state it.

  6. Bring a proposed solution with every problem.

    “Here's what I think, tell me if I'm wrong” gets a reply in hours.

Hiring for Deal Desk, Deal Strategy, or Revenue Operations?

Email is fastest. I reply within one business day.

Email meDownload resume (PDF)