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Global Head Of Deal Strategy And Operations

fivetran

Oakland, California, United States, AMER
Business Analyst Advertising

Job Score

90 pts
On-site model (+70) Business Analyst (+10) Advertising (+10)

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 Us

Fivetran and dbt Labs are bringing together two industry-leading companies with a shared mission: helping organizations unlock the full value of their data.

Together, we’re delivering the data infrastructure layer that helps organizations move, transform, and trust their data — from the moment data moves, through every transformation, to the context teams and AI systems rely on.

Fivetran helps organizations automate data movement across the systems, clouds, engines, and tools they rely on. dbt Labs pioneered analytics engineering, helping teams transform data into reliable, governed insights. Together, we support thousands of organizations as they build a trusted foundation for analytics, AI, and better business decisions.

As we bring our teams and technology together, we’re building on the strengths of both companies while continuing to deliver the products and experiences our customers know and trust. It’s an exciting time to join us: we’re creating a company with the scale, talent, and technology to help more organizations put their data to work with greater speed, confidence, and impact.

During this transition period, you may see references to both Fivetran and dbt Labs throughout our recruiting process as we integrate our teams, systems, and career sites.

About the Role

We are looking for a Global Head of Deal Strategy and Operations to lead the worldwide deal function for a rapidly scaling data and analytics business formed by the combination of Fivetran and dbt Labs. This is a commercial strategy role as much as an operational one with a mandate to make our deals bigger, better, and faster. The leader owns the deal structures, pricing inputs, policies, and governance that drive more revenue and higher ASP, cleaner and lower-risk terms, and real velocity across every region and segment, while de-risking the business.

This is a pivotal role at a pivotal moment. The business is integrating two commercial engines, two product portfolios, and two sets of systems into a single combined go-to-market. The role sets the strategy for how deals get structured, priced, routed, reviewed, and approved, and acts as a key commercial advisor to GTM leadership on the structures that drive growth, including ELA and commercial strategy, cross-sell, and new product launches. It leads a global team across the Americas, EMEA, and APAC and partners closely with Sales, Finance, Legal, Product, Systems, Pricing, and Partner Marketplace to keep decisions fast, consistent, and scalable.

This leader is an equal part strategist, operator, and trusted business partner. The ideal candidate moves fluidly between long-term commercial strategy and hands-on problem solving, has a proven track record scaling a deal function in a global, complex, high-growth SaaS environment, and leads teams through change with clarity and conviction.

Reports to the SVP, Strategy and Operations. This is a full-time, hybrid role based in one of our hub offices: New York, NY; Denver, CO; Oakland, CA; or Austin, TX.

What You'll Do

  • Team leadership and organizational development
    • Lead, mentor, and inspire a high-performing global Deal Desk organization.
    • Coach the team to operate as commercial advisors to the field, raising the strategic value of every interaction with Sales.
    • Build capability and bench strength, reducing key-person dependency as the team scales.
  • Strategic leadership and vision
    • Own and execute the global vision for the Deal Desk organization across the combined Fivetran + dbt business.
    • Conceptualize and launch new, high-impact commercial strategies and deal constructs (e.g. multi-year deals, shift to consumption-based pricing, and product-specific ELAs) that grow revenue and move the business forward.
    • Lead commercial strategy for the Fivetran + dbt integration, landing one combined operating model, policy set, and deal construct.
    • Build the team structure, governance framework, and ways of working needed to support a global enterprise sales engine selling a multi-product, consumption-based portfolio.
    • Position the deal function as a driver of growth, net revenue retention, and cross-sell, and align the C-suite behind that mandate.
  • Commercial guidance and executive escalation
    • Provide strategic counsel to senior sales leadership and account teams on complex deal structures, pricing options, concessions, and negotiation strategy.
    • Act as the trusted advisor for high-risk, non-standard, and strategically significant commercial discussions.
    • Engage directly with customers on strategic, high-value negotiations when needed, representing the company with credibility.
  • AI and automation
    • Set the vision for an AI-native deal desk, deploying agents and automation across the deal lifecycle, including deal-structuring guidance, pricing recommendations, contract and redline review, approval routing, and risk scoring.
    • Build a tiered service model where automation handles standardized, low-risk deals end to end, so the team's time goes to complex, strategic ones.
    • Scale AI-enabled workflows that improve seller productivity, deal quality, approval consistency, and speed, building on an existing foundation of deal-desk AI agents and AI-assisted deal review.
  • Deal governance and cross-functional alignment
    • Document and enforce global approval policies, SLAs, delegation of authority, and commercial guardrails across Sales, Finance, and Legal.
    • Drive consistency of commercial policy, thresholds, and approval rules across all regions and product lines, so sellers get the same answer wherever a deal originates.
    • Own a standing deal-review and inspection cadence (deal reviews, early checkpoints, and exception tracking) that catches risk early and keeps decisions fast.
    • Partner with Finance and Revenue Accounting to ensure sound revenue recognition, revenue predictability, deal hygiene, and commercial compliance as consumption, ELA, and marketplace structures scale.
  • Deal systems and infrastructure
    • Lead the strategy and roadmap for deal infrastructure, ensuring scalable, efficient, compliant execution as the two companies converge onto unified quote-to-order systems.
    • Partner with Systems, Legal, and Finance to deliver a unified, high-quality quoting and contracting experience across CPQ, CLM, and order management.
  • New product introduction and pricing operations
    • Partner with Product, Pricing, and Monetization on new product introduction (NPI), making sure new products and packaging land with a clear deal construct, approval path, and field enablement at launch.
    • Oversee the Pricing Operations function, supporting packaging, SKU rationalization, and consistent, well-governed pricing execution across the portfolio.
  • Marketplace strategy and operations
    • Oversee marketplace operations across AWS, GCP, Azure, Snowflake, and Databricks, ensuring a streamlined and compliant transaction experience for customers.
    • Shape policies and operational standards for our marketplace presence, and drive cross-functional alignment with Finance, Product, and vendor partners to optimize transaction efficiency and financial accuracy.

Skills We're Looking For

  • 15+ years of experience in Deal Desk, Deal Strategy, Revenue Operations or Commercial Operations within a global SaaS or subscription-based business, or Strategy Consulting with a focus on B2B Pricing and Deal Strategy.
  • 8+ years of leadership experience scaling high-performing teams, including meaningful time at the director and ideally senior director level.
  • Strong command of SaaS pricing strategy, with specific depth in consumption-based pricing, commercial governance, discounting and margin considerations, and contract risk mitigation.
  • Track record of building scalable deal processes, implementing robust approval frameworks, and improving deal velocity in complex, high-growth environments.
  • Experience structuring deals across both direct and channel motions, including resellers and cloud marketplaces.
  • Working knowledge of revenue recognition principles, with a track record of partnering closely with Finance and Revenue Accounting on deal structure.
  • Experience applying AI tools to improve deal operations, approval consistency, and seller productivity.
  • Proven ability to influence and collaborate with senior executives across Sales, Finance, Legal, Systems, and Product, with exceptional analytical, strategic-thinking, and problem-solving skills.
  • Executive-level communication skills, with the ability to articulate complex concepts simply and persuasively.
  • Experience with the commercial tooling a deal process runs on (CPQ, CRM, CLM, and related sales systems), enough to be a strong partner to Systems on what is feasible; specific platform experience such as Salesforce or Ironclad is a plus, not a requirement.
  • Experience leading through M&A, systems integration, or large-scale organizational change is a strong plus.

#LIHYBRID #LI-SR1 

The compensation range displayed on this job posting reflects the minimum and maximum target for new hire compensation for the target position and level, and may include sales incentives or target bonuses depending on the role.  Our compensation ranges are determined by role, level, and location. Our job titles may span more than one career level. Within the range, individual compensation is determined by additional factors, including job-related skills, experience, relevant education or training, business need, market demands. The compensation range is subject to change and may be modified in the future. Your recruiter can share more about the specific compensation range for your location during the hiring process.

Pay Range
$208,051—$260,064 USD

 

Perks and Benefits

  • 100% employer-paid medical insurance*
  • Generous paid time away from work, including paid vacation or flexible/unlimited vacation depending on role and country, plus paid sick time, inclusive parental leave, paid holidays, including a year-end Global Week of Rest, 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.

To learn more about our candidate privacy policy, you can read our statement here.


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.

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About Business Analysis

The Business Analyst (BA) is the professional responsible for identifying problems, opportunities, and solutions in organizational processes, acting as a bridge between business areas and the technology development team. They gather and specify requirements, map value streams, design future processes, and help ensure that software deliveries align with the company's strategic goals.

About Advertising

The Advertising area is aimed at the planning, creation, and delivery of communication campaigns to promote brands, products, ideas, or services. Professionals in the sector work in advertising agencies or in-house marketing departments in creative fields (art direction, copywriting), strategic planning, account management, and media buying.

Discover Other Areas

Understand the scope of work, key skills, and tools used in different career areas.

About Content

The Content and Social Media area is essential for building digital presence and audience engagement. Professionals create content strategies, manage social networks, and develop impactful brand narratives.

Key skills include copywriting, storytelling, community management, metrics analysis, audiovisual production, and knowledge of each platform algorithms.

With the growth of influencer marketing and social commerce, this area continues to generate new career opportunities.

About Design

The Design field, especially UX/UI and Product Design, has experienced significant growth in recent years. With accelerated business digitization, the demand for professionals who can create intuitive and pleasant digital experiences has never been higher.

Key skills include Figma, Sketch, Adobe XD, user research, design thinking, prototyping, and system design. Product designers are increasingly valued for their direct impact on business results.

Remote work has opened doors for Brazilian designers to work for global companies, with competitive salaries in dollars and euros.

About Finance

The Finance area in technology companies combines traditional financial knowledge with advanced digital tools. FP&A, controlling, and corporate finance professionals are essential for the organization's financial health.

Key skills include financial modeling, metrics analysis (MRR, ARR, LTV, CAC), ERP (SAP, Oracle), and BI tools. Certifications like CFA and CPA-20 are differentiators.

The financial sector offers stable opportunities with competitive salaries, especially in fintechs and large technology companies.

About Customer Service

The Customer Service / Client Relations area is essential for ensuring customer satisfaction, retention, and a good relationship. Professionals in this field are the primary interface for communication, handling inquiries, requests, feedback, and ensuring a high-quality day-to-day experience. Skills in communication, problem-solving, empathy, and patience are indispensable.

About IT Governance

IT Governance is the area responsible for ensuring that information technology resources are used strategically, efficiently, and in compliance with standards and regulations. IT governance professionals ensure that technology supports business objectives in a secure and reliable manner.

Key skills include IT service management (ITIL), IT audit and compliance, risk management, business continuity, disaster recovery, metrics and indicators (SLAs, KPIs), and strategic alignment between IT and business. Frameworks like COBIT, ITIL, ISO 27001, and compliance standards are essential.

IT Governance professionals in technology companies are highly valued, especially those who master ITSM, IT audit, and risk management. The field offers opportunities from governance analyst to CIO/CTO, with a focus on efficiency, compliance, security, and business value.

Career Guides

Technology Career Guide

Planning, skills, interviews, and professional growth in IT, Data Science, DevOps, and Product.

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Design Career Guide

UX/UI, Graphic Design, Product Design. Portfolio, tools, interviews, and growth in the Design field.

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Marketing Career Guide

SEO, Paid Media, Growth, Content Marketing. Certifications, tools, and strategies to grow in Digital Marketing.

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Finance Career Guide

Financial market, investments, corporate finance, certifications, and strategies to grow in the financial field.

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Communication Career Guide

Journalism, PR, Corporate Communication, Content Marketing, and Multimedia Production.

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Administration Career Guide

Business Management, HR, Logistics, Consulting, Project Management, and Entrepreneurship.

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Data Career Guide

Data Science, Data Engineering, BI, Machine Learning, and AI. From training to the job market.

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Product Career Guide

Product Management, Product Ownership, Agile, Scrum, and OKRs. From strategy to execution.

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Tech & Remote Glossary

Stop getting lost in interviews and job descriptions

The job market, especially within tech and global companies, has developed its own dialect. Not understanding these acronyms can make you lose valuable opportunities or poorly negotiate your contract. To end this problem, we created the Definitive Glossary for the Remote Professional.

🏢 Work Models & Routine

Async (Asynchronous Work)
A communication model where responses don't need to be immediate. Instead of back-to-back meetings, the team relies on well-structured documents, threads, and messages. It's the gold standard for global companies spanning multiple time zones.
Sync (Synchronous Work)
The opposite of Async. It requires the team to be online and available at the same time for meetings, live chats, and real-time collaboration.
Daily / Stand-up
A quick daily meeting (usually 15 minutes) common in Agile (Scrum) methodologies. The team answers three questions: What did I do yesterday? What will I do today? Are there any blockers?
All-Hands / Town Hall
A company-wide meeting involving all employees. Usually led by the founders (C-Levels) to present results, new goals, and answer team questions.
1:1 (One-on-One)
A recurring individual meeting between a professional and their direct manager. It is used for career alignment, feedback, and problem-solving, not just for project status updates.

💰 Contracts, Benefits & Compensation

PTO (Paid Time Off)
Instead of strict, categorized leave policies, modern US companies usually offer a flexible pool of days (e.g., 20 days of PTO, or even "Unlimited PTO") that you can use for vacations, sick days, or personal matters, while receiving your regular compensation.
Equity / Stock Options
Company ownership. The startup offers you the right to buy shares at a heavily discounted strike price in the future. If the company grows, goes public, or is acquired, these shares can be highly lucrative.
Vesting (Vesting Schedule)
The rule that controls your Equity. It usually lasts 4 years. You don't get all the shares on day one; you "earn" them gradually as you stay with the company. A "1-year Cliff" means you must stay for at least one year to receive your first batch of shares.
RSUs (Restricted Stock Units)
Unlike Stock Options (where you have the right to buy the stock), RSUs are actual shares the company grants you as a bonus or part of your compensation package, following a strict Vesting schedule.
Independent Contractor (1099 / B2B)
The most common international hiring model for global talent working for US companies. You act as a service provider (business-to-business), receiving the gross salary (often six-figure compensation) without standard local payroll tax deductions at the source.

🤖 Recruitment & Hiring Process

ATS (Applicant Tracking System)
The "robot" that reads your resume. Software like Greenhouse, Ashby, and Workday are used to filter candidates by keywords before a human even looks at the document. (Pro tip: this is why your resume must be clean, semantic, and have the right keywords).
JD (Job Description)
The document that lists the responsibilities, technical requirements, and benefits of the open position.
Cultural Fit
The interview stage that evaluates if your core values, communication style, and worldview align with the company's culture. This is the ultimate test of your Soft Skills.
Onboarding
The integration process. It's the period of your first few weeks at the company, where you get your access credentials, learn about the culture, study the internal documentation, and understand how the product works.

🚀 How to use this to your advantage?

The secret isn't just knowing what these acronyms mean, but using them actively. If during an interview for a premium tech role you ask, "How does your PTO policy and Vesting schedule work?", the recruiter will immediately perceive you as a high-level professional, familiar with the global market standards.

The remote job market requires preparation. And having the right vocabulary is the first big step to securing six-figure proposals and standing out among thousands of applicants.

Expert Tip

Agile and Project Management in Today's Market

1. Move Beyond "Doing Agile": Deliver Real Value

One of the biggest mistakes candidates make in interviews for Agile roles is focusing too much on ceremonies (Dailies, Plannings, Retrospectives) and forgetting their actual purpose. Recruiters from global tech companies want to know how you eliminated bottlenecks and boosted team efficiency.

"True Agile success isn't measured by how many practices you implement, but by how much value you deliver to the customer and how quickly you do it."

Instead of writing "facilitated Scrum ceremonies" on your resume, use a results-driven approach: "Reduced team Cycle Time by 20% by identifying and removing bottlenecks in the value stream."

2. Certifications That Actually Bypass the ATS

While practical experience is the ultimate deciding factor, Applicant Tracking Systems (ATS) used by top US companies (like Greenhouse, Ashby, and Workday) filter resumes strictly through keywords. Holding the right certifications ensures you pass this first robotic barrier and get your profile in front of a human recruiter.

  • Professional Scrum Master (PSM I, II) by Scrum.org: Highly respected because it doesn't require renewal and features a rigorous, Scrum Guide-based exam.
  • Project Management Professional (PMP) by PMI: The gold standard for traditional, predictive, and hybrid Project Management.
  • PMI Agile Certified Practitioner (PMI-ACP): Excellent for demonstrating broad knowledge across multiple Agile frameworks (Scrum, Kanban, Lean).
  • SAFe (Scaled Agile Framework): Absolutely essential if you are targeting Enterprise-level corporations that have scaled Agile across thousands of employees.

3. Mastering Flow Metrics and Tools (Hard Skills)

The modern Agile professional must be data-driven. Companies offering six-figure compensation expect you to extract actionable insights from tools like Jira, Confluence, or Azure DevOps.

During technical interviews, be prepared to discuss how you utilize flow metrics, such as:

  • Lead Time and Cycle Time: To measure efficiency and the actual time it takes to deliver requests.
  • Throughput: The number of work items completed in a given timeframe.
  • Cumulative Flow Diagram (CFD): To visually identify bottlenecks in the workflow.
  • OKRs (Objectives and Key Results): To align the development team's daily work with the company's high-level strategic goals.

4. Soft Skills and Conflict Resolution in Async Teams

In global, remote-first, and asynchronous environments, communication is the biggest challenge. A top-tier Project Manager or Scrum Master acts as a shield for the tech team and a bridge for stakeholders.

Demonstrate emotional intelligence, empathy, and negotiation skills. You will often face situational questions like: "How would you handle a Product Owner who constantly changes the Sprint scope mid-cycle?" Your answer should highlight peaceful, data-driven negotiation focused on business impact and team predictability.

Conclusion: Your Competitive Edge

To land premium Project Management and Agile roles, you must position yourself as a strategic business partner, not just a process enforcer. Understand the product, master the metrics, and know how to guide people towards continuous improvement.

References & Useful Links