Manager, Deal Desk Management

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

📋 Description

• Assume complete responsibility for the performance of the Deal Desk, overseeing Quote Building, Legal, Client Action, and Cancellations.

• Ensure adherence to service level agreements (SLAs), uphold quality standards, manage throughput, and monitor operational health metrics while implementing corrective actions.

• Oversee the hiring process, performance evaluations, discussions on compensation, career development, criteria for promotions, and capacity planning.

• Maintain key performance indicator (KPI) frameworks, prepare performance reports, and conduct operational reviews for leadership.

• Convert operational data into actionable insights and strategic recommendations.

• Establish the strategic direction, team structure, and operational policies for the Deal Desk.

• Represent the Deal Desk in Center of Excellence forums, executive reviews, and significant cross-functional initiatives.

• Manage the partnership with Enterprise Business Systems, including input on roadmaps, prioritization of enhancements, integration strategies, and change management processes.

• Guide Deal Desk contributions related to acquisitions, changes within business units, system migrations, revenue model evolution, and go-to-market strategies.

• Foster improvements in processes, systems, and data.

• Maintain documentation, policy guidelines, and decision-making frameworks.

• Collaborate with Center of Excellence leadership on strategic decisions and organizational development.

⛳️ Requirements

• A Bachelor's degree in Business, Finance, Operations, or a related field is preferred.

• A minimum of 6 years of professional experience in Deal Desk, Revenue Operations, Sales Operations, Order Management, Contract Administration, or similar roles.

• At least 1 year of supervisory experience is required.

• Expertise in various Deal Desk functional areas and the entire quote-to-cash process is essential.

• Strong management judgment and a clear operational vision are necessary.

• Experience in direct people management, including performance management, career development, hiring decisions, and team coordination.

• Exceptional communication skills are required.

• Strong analytical skills and the ability to interpret data effectively.

• Experience in process, system, and data enhancement initiatives.

• Excellent time management and prioritization abilities are essential.

• Experience in the Healthcare SaaS industry is strongly preferred.

• Exposure to multi-product/multi-business unit complexities is required.

• Advanced proficiency in Salesforce CPQ or a similar CRM is necessary; Salesforce Administrator certification or equivalent is preferred.

• Working knowledge of NetSuite or an equivalent ERP system is needed.

• Advanced skills in Excel and Microsoft 365 applications are required.

• Working familiarity with Conga CLM/Sign or equivalent contract lifecycle management tools is necessary.

• Familiarity with reporting and analytics tools such as Streamlit, Tableau, or Snowflake is a plus.

🏝️ Benefits

• Work-from-anywhere environment.

• Unlimited PTO.

• Comprehensive benefits package.

• Employee resource groups.

• Casual dress code.

• Prioritized employee wellness.

• Diversity and inclusion initiatives.

• A Voice program.

• New hire support.

• Career development opportunities.

• Educational assistance.

• Employee referral bonuses.

• Progressive parental leave.