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Deal Desk Manager

Posted about 8 hours agoViewed

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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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