Deal Desk Team Lead

Summary

Join Placer.ai, a rapidly growing big data startup, as their Deal Desk Team Lead, New Business! This key role within the Finance team involves managing the deal desk, drafting contracts, and providing redlines to drive company growth. You will make frequent, important decisions in a fast-paced environment, collaborating closely with the sales team on order forms and agreements. The position requires strong leadership, contract negotiation skills, and experience with Salesforce and Conga. A competitive salary, excellent benefits, and a fully remote work environment are offered. The ideal candidate possesses extensive experience in contract management and a proven ability to improve processes. This is a chance to take a central role in a successful, innovative company.

Requirements

• Proven ability to create new processes and improve existing processes
• Ability  to write and speak appropriately and effectively to different audiences
• Knowledge of contractual legal terms and structures of agreements such as License Agreements, Order Forms, NDA’s, etc
• Experience with reading, writing, and negotiating contracts
• Strong and effective leadership skills
• Ability to learn new tasks, skills, and tools quickly with minimal instruction or supervision
• Strong attention to detail
• Ability to critically review and analyze all contract elements and apply concepts across all negotiations
• Extensive experience with Salesforce and Conga, proficiency in CRM and CLM
• Mastery of Word and Google Docs including document editing, tracking changes, and comments
• Mastery of Excel and Google Sheets, proficient in use of standard calculations utilizing these tools
• Proven ability to influence and inspire
• Experience working both in customer-facing and back-end roles
• Ability to work in a fast-paced, dynamic work environment, ensuring SLA requirements are met consistently
• Experience working on a Deal Desk in a SaaS company; Sales Operations experience preferred
• 5+ years in a deal desk or contract management position that requires reviewing and responding to redlines, drafting amendments, and working closely with a sales team and leadership
• Experience managing departmental projects
• Experience working with senior management
• Minimum of 5 years of experience managing departmental projects
• B.A or B.S. degree required
• Experience working with multiple open tasks in parallel while engaging with multiple people and teams
• Ability to work outside of normal office hours as needed (average 2x a week)
• Ability to work longer work days for certain periods to support contracting needs (i.e. month-end close)

Responsibilities

• Maintain the new business contract process including making updates and providing training for the team
• Meet as needed with current customers regarding customer requests to negotiate existing agreements
• Take a proactive approach to business operations; anticipating and solving problems before they arise as it relates to new business
• Prepare and review order forms, agreements, nondisclosure agreements, and other contractual documents for new business customers as requested
• Collaborate with the sales teams to drive business-critical contract negotiations, redline activities, and internal/external contract exceptions
• Align with internal and external stakeholders, using effective communication to quickly address and resolve contract related question while encouraging productive, positive interactions
• Work with internal stakeholders to enhance the contract process and related automations
• Aid in system updates by suggesting changes, completing testing, and verifying implementation. Audit contractual information in the CRM and CLM system
• Manage a team of Deal Desk Analysts
• Project Management and ad hoc tasks and projects as assigned

Preferred Qualifications

Master’s degree or J.D. preferred

Benefits

• Competitive salary
• Excellent benefits
• Fully remote
• Medical, dental and vision coverage
• Flexible time off
• 401K
• Equity awards for certain roles