Deal Desk Manager – Global Deal Management

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

📋 Description

• Assess requests and assist in defining plans to estimate, scope, and develop proposals.

• Evaluate customer needs and requirements while creating both custom and standard business and technical content.

• Examine customer scope along with business, technical, legal, and financial requirements.

• Formulate plans, outlines, and schedules for compelling and compliant responses.

• Organize information necessary for the creation of SOWs, proposals, and supporting materials.

• Oversee multiple projects and deliverables for Implementation and Advisory engagements.

• Produce, collect, proofread, organize, format, and review proposal documents.

• Collaborate with the Services Sales team to review documents and revisions.

• Prepare for and engage in Deal Validation meetings for significant SOWs.

• Follow up on the progress of opportunities and closing strategies.

• Review, update, or retire processes, procedures, standards, and tools within Professional Services.

• Maintain and enhance the knowledge base with precise information about the company, software, and services.

• Stay informed through webinars, case studies, training, and other resources to keep platform knowledge current.

• Mentor junior members of the Professional Services team.

• Communicate with and train Services Sales, Architects, Advisors, Practice Directors, and other cross-functional teams.

• Keep accurate records of proposals, drafts, approvals, and associated documents.

⛳️ Requirements

• Proficient in understanding, communicating, and effectively coordinating complex business, technical, and legal requirements, information, and materials.

• Strong ability to establish and maintain partnerships with Sales and Delivery teams.

• Creative mindset with a sharp eye for graphical and document design elements.

• Exceptional writing, copy-editing, spelling, grammar, punctuation, and stylistic skills.

• Outstanding professional and interpersonal communication abilities.

• Excellent organizational and time management capabilities.

• Capacity to thrive and adapt creatively in a fast-paced, team-oriented sales environment.

• Proven critical thinking and sound decision-making skills.

• Familiarity with the sales lifecycle, stages, and expected outcomes.

• Ability to work independently and collaboratively with remote resources to meet deadlines.

• In-depth knowledge of office productivity tools, word-processing software, and various online proposal software.

• Proficient in Microsoft Word, Excel, and PowerPoint.

• 3-5 years of experience in producing SOWs and proposals for high-value contracts.

• Consulting experience is advantageous but not required.

• Experience working with software vendors is a plus, though not mandatory.

• A technical or university degree in business, communications, English, marketing, publishing, computer science, or equivalent experience is preferred.

🏝️ Benefits

• Equity (when applicable).

• Variable/incentive compensation.

• Health plans, including flexible spending accounts.

• 401(k) Plan with company match.

• Employee Stock Purchase Plan (ESPP).

• Matching donations.

• Flexible time-off policy.

• Family leave programs.

• Flexible or remote work options.