Deal Desk Director

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the structuring of order forms and commercial terms, ranging from self-service templates to customer-specific agreements.

• Deploy AI tools to create drafts and manage routine tasks.

• Make informed decisions involving risk assessment, negotiation, and process optimization.

• Enhance the existing ad hoc Word-document order form process by establishing clear intake, ownership, and decision-making pathways.

• Ensure completion of deal desk requests within the service level agreement (SLA).

• Support sales representatives in formulating and negotiating business terms.

• Develop clause libraries, approval limits, templates, and AI safeguards.

• Evaluate non-standard outputs generated by AI drafts.

• Assist representatives in navigating pricing and discount protocols.

• Utilize margin analysis and collaborate with Sales, Finance, and cross-functional leaders for exception approvals.

• Manage deal desk intake, templates, approvals, and escalation processes.

• Maintain Salesforce as the authoritative deal desk system.

• Ensure accuracy in opportunity records and generate reports on cycle time, exception volume, and stalled deals.

• Collaborate with Legal, Finance, and Sales to address exceptions and escalations.

• Create and document a scalable deal desk operation.

• Test or implement AI or automation solutions to enhance workflows.

• Improve templates, thresholds, and routing rules informed by operational data.

⛳️ Requirements

• A minimum of 12 years of relevant experience with a bachelor's degree; or 8 years with a master's degree; or equivalent experience.

• Extensive experience in reviewing, drafting, and negotiating complex commercial terms, including customer-specific agreements.

• Ability to exercise independent judgment to set precedents and make final decisions on exceptions.

• Proven ability to establish processes or policies from the ground up in an unstructured environment and facilitate their adoption.

• Proficiency in working with AI-assisted drafting and routing tools.

• Ability to influence cross-functionally, aligning Legal, Finance, and Sales without formal authority.

• Understanding of how deal structures impact revenue recognition.

• Familiarity with Salesforce or similar CRM systems.

• Experience with or strong capability in CPQ and contract lifecycle management tools.

• Comfort in operating within a regulated healthcare data environment.

• Willingness to function as a senior individual contributor and the capability to build and lead a team as the function expands.

• Familiarity with or eagerness to learn AI-supported tools like ChatGPT, CoPilot, or role-specific applications.

• Openness to experimenting with emerging technologies.

• Strong analytical and problem-solving capabilities.

• Demonstrated ability to excel in fast-paced, high-growth, and rapidly changing environments.

• Ability to work effectively in a remote-first setting.

• Willingness to travel occasionally for work purposes.

🏝️ Benefits

• Competitive compensation.

• Health benefits.

• Dental benefits.

• Vision benefits.

• Independence to develop initiatives within a supportive team.

• Opportunities to learn from engagement at the highest levels and on strategic company priorities.

• Exposure to world-class investors and advisors.

• Commitment to equal employment opportunities and an inclusive workplace.