Deal Desk Manager

Summary

Join Fieldguide, a remote-first company building software for assurance and audit practitioners, as a Deal Desk Manager. You will own and evolve our contracts management processes, ensuring a streamlined and compliant contract lifecycle. This pivotal role involves developing contract templates, overseeing approvals, managing contract data in CRMs (HubSpot experience required), and collaborating with various departments. You will also identify opportunities for process improvement through automation and stay updated on industry best practices. Fieldguide offers competitive compensation, unlimited PTO, 401k, wellness benefits, technology/work-from-home reimbursement, and flexible work schedules.

Requirements

• 5-8+ years of experience in contract management, operations, or a similar role
• Bachelor’s degree in business administration, operations, or a related field (or equivalent experience)
• Demonstrated experience with mainstream CRMs and Contract Management solutions (e.g. HubSpot, DealHub, DocuSign, etc.)
• Experience in HubSpot is required
• Exceptional attention to detail and organizational skills
• Project management skills to oversee and improve contract workflows
• Analytical mindset with the ability to identify trends and make data-driven recommendations
• Strong interpersonal and communication skills to collaborate across departments

Responsibilities

• Develop, maintain, and optimize standardized templates for order forms, contract, and pricing tools to ensure consistency and compliance
• Implement and enforce an efficient contract approval workflow to ensure timely processing
• Act as the primary point of contact for contract-related inquiries and changes, supporting finance and legal with contract negotiations, amendments, and other changes to agreements
• Collaborate with internal stakeholders, including legal, finance, and sales, to address bottlenecks or approval delays
• Ensure all contracts meet applicable regulatory and organizational standards before execution
• Manage all execution and post-execution processing of agreements, including recording agreements in Hubspot and working with the Accounting team to ensure all contract details (milestone payments, invoices, etc) are accounted for
• Review fully executed agreements to input and map key information into CRM and related systems
• Create and maintain reports and dashboards to provide visibility into contract statuses and key metrics
• Work closely with sales and operations teams to align contract data with overall business objectives
• Identify opportunities to enhance the contract lifecycle process through automation, tools, or workflow optimization
• Stay updated on industry best practices and implement changes to improve efficiency and compliance

Preferred Qualifications

Familiarity with contract law and regulatory compliance is a plus

Benefits

• Competitive compensation packages with meaningful ownership
• Unlimited PTO
• 401k
• Wellness benefits, including a bundle of free therapy sessions
• Technology & Work from Home reimbursement
• Flexible work schedules