ApplyDeal Desk Manager
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💎 Seniority level: Manager, 5-8+ years
📍 Location: USA
🔍 Industry: Software Development
🏢 Company: Fieldguide👥 101-250💰 $30,000,000 Series B 12 months agoArtificial Intelligence (AI)Document Management
🗣️ Languages: English
⏳ Experience: 5-8+ years
🪄 Skills: Project ManagementData AnalysisTableauBusiness OperationsCommunication SkillsMicrosoft ExcelAgile methodologiesOrganizational skillsComplianceMS OfficeNegotiation skillsSales experienceCRMFinance
Requirements:
- 5-8+ years of experience in contract management, operations, or a similar role.
- Bachelor’s degree in business administration, operations, or a related field (or equivalent experience).
- Demonstrated experience with mainstream CRMs and Contract Management solutions (e.g. HubSpot, DealHub, DocuSign, etc.).
- Experience in HubSpot is required.
- Exceptional attention to detail and organizational skills.
- Project management skills to oversee and improve contract workflows.
- Analytical mindset with the ability to identify trends and make data-driven recommendations.
- Strong interpersonal and communication skills to collaborate across departments.
- Familiarity with contract law and regulatory compliance is a plus.
Responsibilities:
- Develop, maintain, and optimize standardized templates for order forms, contract, and pricing tools to ensure consistency and compliance.
- Implement and enforce an efficient contract approval workflow to ensure timely processing.
- Act as the primary point of contact for contract-related inquiries and changes, supporting finance and legal with contract negotiations, amendments, and other changes to agreements.
- Collaborate with internal stakeholders, including legal, finance, and sales, to address bottlenecks or approval delays.
- Ensure all contracts meet applicable regulatory and organizational standards before execution.
- Manage all execution and post-execution processing of agreements, including recording agreements in Hubspot and working with the Accounting team to ensure all contract details (milestone payments, invoices, etc) are accounted for.
- Review fully executed agreements to input and map key information into CRM and related systems.
- Create and maintain reports and dashboards to provide visibility into contract statuses and key metrics.
- Work closely with sales and operations teams to align contract data with overall business objectives.
- Identify opportunities to enhance the contract lifecycle process through automation, tools, or workflow optimization.
- Stay updated on industry best practices and implement changes to improve efficiency and compliance.
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