YOUR MISSION

The Deal Desk Manager is a pivotal and client-centric, role that support the growth and retention of BillGO's business by shaping all aspects of deal management strategies and processes. Expertise in complex deal structures will be critical to our success.

The Deal Desk Manager at BillGO will collaborate closely with the Sales, Legal, Client Implementation, Account Management, Risk, Legal and Finance teams to ensure that deals are structured correctly, compliant with policy, and aligned with our company’s scalability goals. A deep understanding of deal structure and management will be instrumental in shaping our policies and procedures for the overall contract process.

How you’ll add value:

All other duties as assigned, plus:

Manage the end-to-end deal process, from opportunity creation to deal closure
Develop and maintain a comprehensive library of standard responses, templates, and supporting documents to streamline the RFP response process
In coordination with cross functional teams, draft responses to RFPs, ensuring they are tailored to meet the specific needs and preferences of each potential client while highlighting the company’s strengths and differentiators
Work with the sales team to drive deal structuring, quote approvals, contracting exceptions, and all aspects of the deal cycle
Serve as the escalation focal point for all deals
Work with legal and finance teams to review and approve contracts
Partner with internal stakeholders, structure and manage an approval process for complex enterprise deals to meet customer needs, streamline sales cycles, and align with BillGO’s operational policies and accounting practices
Provide training and support to sales teams on deal desk processes and best practices
Work cross-functionally across Sales, Operations, Legal, Risk, Compliance and Finance to help design and implement business processes to drive deal velocity and maintain fiscal/legal governance
Conduct detailed compliance reviews and manage documentation for industry regulated audits
Work closely with IT and Data team to develop our technology strategy for the deal desk to complement the business processes
Manage CRM, CPQ, and project management systems and data: ensure data accuracy, build and improve automations, develop and maintain reports and dashboards
Continuously assess and improve deal desk processes to enhance efficiency and effectiveness, adapting to the evolving needs of the business
Support the development of sales enablement tools including pitch decks, proposal templates, case studies, presentations, one-pagers, blog posts, and outbound email campaigns
Develop internal training materials to current and new sales team members and roll out of new systems or processes
Prepare for and execute on both onsite and offsite client meetings in partnership with administrative team members

What makes you a good fit:

Bachelor's degree in Business Administration, Finance, or a related field
Minimum of 5 years of experience in a deal desk, sales operations, or similar role within a SaaS/B2B2C or technology company
Acutely understands a Saas/B2B2C sales cycle and customer journey with experience perfecting, simplifying, and deploying Salesforce to match it
Proficiency in MS Excel and Salesforce CRM or CPQ and ability to enable Salesforce to work for sales rather than sales having to work Salesforce via automation and strategic technology
Strong understanding of sales processes and contract management
Excellent analytical, problem-solving, and decision-making skills
Effective communication and interpersonal skills
Ability to work in a fast-paced environment and manage multiple priorities
Strong organizational skills and ability to manage multiple complex tasks concurrently
Detail-oriented with a focus on accuracy and compliance
Strong business acumen with excellent reporting and analytics, troubleshooting, problem-solving, and project management skills
Ability to think from both a strategic and tactical perspective
A good understanding of booking and revenue recognition rules
A drive to execute, realize lasting impact, and demonstrate urgency with projects big and small
Ability to communicate data into meaningful insight: You know how to craft compelling presentations and can influence executives with data-driven insights

Nice to have:

Project Management Certifications
Fintech industry related experience

SUPERVISORY RESPONSIBILITIES

This position does not have supervisory responsibilities but is expected to mentor new team members and junior level positions

BillGO, Inc.

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Deal Desk Manager