Position Summary
The Deal Desk function enables clean, compliant, and scalable bookings. We partner with Sales, Renewals, Marketing, Finance, Legal (internal and external counsel), Customer Success, Security/IT, and Product to structure deals, drive approvals, and move transactions to signature on time. The Manager, Deal Desk owns the quote-to-order process for new business, renewals, and expansions. You will structure commercial terms, coordinate redlines and approvals, educate external stakeholders on our model and terms, and ensure every agreement is revenue-ready and filed correctly in Salesforce. You also own the RFP/RFI/RFQ response process and build practical analytics that improve deal velocity, renewal hygiene, and forecast quality.
Key Responsibilities
Deal Structuring & Guidance
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Advise AEs and Renewal Managers on term options and non-standard requests.
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Review and route non-standard terms with Sales, Renewals, Marketing, Finance, Legal, CS, Security/IT, and Product; flag revenue-recognition impacts and required approvals.
Operational Governance
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Own approval matrices and SLAs; document exceptions with clear rationale.
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Maintain clause libraries and fallbacks; recommend updates based on negotiation patterns.
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Enforce pricing/discount policy adherence; trend and reduce exception rate over time.
Contract Workflow & Execution
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Prepare issue lists and business summaries for counsel; coordinate calendars; track redlines to closure.
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Ensure revenue-ready packages (Order Form, SOW, MSA, EULA, BAA/DPA, required municipal forms such as COI/W-9) with clean hand-offs to Billing and Customer Success.
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Track and improve CLM/e-signature cycle time.
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File fully executed agreements to the correct Salesforce objects; maintain zero-defect contract hygiene.
Customer-Facing Communication
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Professionally engage chiefs/command staff, city managers, finance/risk/HR directors, and opposing counsel.
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Partner with IT to enhance Salesforce, CPQ, CLM, and e-signature workflows and validations.
Process & Systems
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Identify friction in quote-to-cash; implement SOPs, checklists, and tooling improvements (CRM/CPQ/CLM and e-signature).
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Partner with RevOps/IT to enhance Salesforce, CPQ, CLM, and esignature workflows.
RFP & Procurement Response Management
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Own end-to-end RFP/RFI/RFQ responses: intake, go/no-go, timeline, compliance matrix, Q&A, drafting, internal reviews/approvals, submission, and archiving.
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Coordinate internal contributors (Sales, Renewals, Clinical/Provider Ops, Finance, Security/IT, Legal, Marketing) with clear owners and deadlines.
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Ensure compliant submissions (forms, certifications, addenda) and record all activity in Salesforce/CLM.
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Maintain and continuously improve the response library (approved boilerplate, data points, case studies, pricing exhibits, security/privacy posture) and templates.
Analytics & Enablement
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Publish weekly dashboards on cycle time, win rate, discounting, exception rates, ACV/TCV, renewal timeliness, and retention (lead and lag indicators).
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Run enablement for Sales/Renewals on deal policies, process, and tools; provide leadership-ready insights.
Qualifications
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4–7+ years in Deal Desk, Sales Operations, Contracts, or Revenue Finance supporting complex B2B or SaaS/public-sector deals; or 1-2+ years post MBA.
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Strong command of commercial terms (pricing/discounting, liability caps, indemnities, termination, SLAs, data/privacy) and approval governance.
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Proven experience coordinating internal/external counsel and running redlines end-to-end.
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Salesforce proficiency (required); familiarity with CPQ/CLM/esignature (e.g., Docusign) preferred.
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Advanced in Excel; comfort with BI tools or SQL is a plus.
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Excellent communication; professional presence with senior municipal stakeholders and opposing counsel.
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Impeccable follow-through and document hygiene (approvals, artifacts, and SFDC completeness).
Key Performance Indicators (KPIs)
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Time to signature – Intake to countersignature, by motion (New/Expansion/Renewal)
First response SLA – Response to Deal Desk intake (e.g.,
- 4 business hours).
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Legal cycle time – first legal submit to legal resolution.
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Exception management – % deals with non-standard terms
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On-time Renewal Rate – renewals executed before term end.
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Salesforce Data Hygiene — required fields complete/valid at each stage gate.
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Stakeholder satisfaction – Sales/Renewals/CS/Finance/Legal survey (rolling)
Why Join Ready Rebound
At Ready Rebound, we’re transforming how first responders access healthcare. You’ll be part of a fast-growing, mission-driven organization that’s redefining healthcare navigation, helping those who protect our communities recover faster and stronger.
Ready Rebound is an equal opportunity employer. All applicants for employment are covered by federal laws and Presidential Executive Orders designed to safeguard employees and job applicants from discrimination on the basis of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or other non-merit based factors.
