Deal Desk Director

Job Description:

• Own how order forms and commercial terms are structured, from self-serve templates to customer-paper deals
• Implement AI tooling to draft and route routine work
• Make judgment calls involving risk, negotiation, and process design
• Refine the ad hoc Word-document order form process with clear intake, ownership, and decision paths
• Close deal desk requests within SLA
• Assist sales representatives in drafting and negotiating business terms
• Build clause libraries, approval thresholds, templates, and AI guardrails
• Review non-standard AI-drafted output
• Guide representatives through pricing and discounting guardrails
• Use margin analysis and involve Sales, Finance, and cross-functional leaders in exception approvals
• Own deal desk intake, templates, approvals, and escalation paths
• Maintain Salesforce as the deal desk system of record
• Keep opportunity records accurate and build reporting on cycle time, exception volume, and stalled deals
• Partner with Legal, Finance, and Sales to resolve exceptions and escalations
• Establish and document a scalable deal desk function
• Pilot or apply AI or automation to improve workflows
• Refine templates, thresholds, and routing rules based on operational data

Requirements:

• 12+ years of related experience with a bachelor's degree; or 8 years with a master's; or equivalent experience
• Deep experience reviewing, drafting, and negotiating complex commercial terms, including customer-paper deals
• Independent judgment to set precedent and make final calls on exceptions
• Track record of building process or policy from scratch in an unstructured environment and achieving adoption
• Fluency working alongside AI-assisted drafting and routing tools
• Cross-functional influence aligning Legal, Finance, and Sales without formal authority
• Understanding of how deal structure affects revenue recognition
• Working familiarity with Salesforce or a comparable CRM
• Experience with or strong aptitude for CPQ and contract lifecycle management tooling
• Comfort operating in a regulated, healthcare-data business
• Readiness to operate as a senior individual contributor and ability to build and lead a team as the function grows
• Comfort using or learning AI-supported tools such as ChatGPT, CoPilot, or role-specific tools
• Openness to experimenting with new technologies
• Strong analytical and problem-solving skills
• Proven ability to thrive in fast-paced, high-growth, rapidly evolving environments
• Ability to work effectively in a remote-first environment
• Ability to travel periodically for work

Benefits:

• Competitive compensation
• Health benefits
• Dental benefits
• Vision benefits
• Autonomy to build something with a supportive team
• Learning from working at the highest levels and on strategic company priorities
• Exposure to world-class investors and advisors
• Equal employment opportunity and inclusive workplace