drjobs Deal Desk Manager

Deal Desk Manager

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1 Vacancy
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Job Location drjobs

San Francisco, CA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

About Us:

Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity privacy and ESG (Environmental Social Governance). Put simply we build software for the people who enable trust between businesses.

Were based in San Francisco CA but built as a remotefirst company that enables you to do your best work from anywhere. Were backed by top investors including Bessemer Venture Partners 8VC Y Combinator Floodgate Elad Gil Justin Kan Qasar Younis Eric Ries and more.

We value diversity in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguides team is inclusive driven humble and supportive. We are deliberate and selfreflective about the kind of team and culture that we are building seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each others growth.

As an early stage startup employee youll have the opportunity to build out the future of business trust. We make audit practitioners lives easier by eliminating up to 50 of their work and giving them better worklife balance. If you share our values and enthusiasm for building a great culture and product you will find a home at Fieldguide.

About the Role:

We are seeking a highly organized and detailoriented Deal Desk Manager to own and evolve our contracts management processes. This role is pivotal in ensuring our contract lifecycle from creation to is streamlined compliant and efficiently managed. The ideal candidate will take ownership of creating and maintaining contract templates overseeing the approval process and managing the integration and accuracy of contract data in mainstream CRMs and related systems.

What Youll Do:

  • 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 contractrelated 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 .

  • Manage all and postexecution 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.

About You:

  • 58 years of experience in contract management operations or a similar role.

  • Bachelors 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 datadriven recommendations.

  • Strong interpersonal and communication skills to collaborate across departments.

  • Familiarity with contract law and regulatory compliance is a plus.

More about Fieldguide:

Fieldguide is a valuesbased company. Our values are:

  • Fearless Inspire & break down seemingly impossible walls.

  • Fast Launch fast with excellence iterate to perfection.

  • Lovable Deliver happiness & 11 star experiences.

  • Owners Execute & run the business with ownership.

  • Winwin Create mutual value & earn trust for life.

  • Inclusive Scale the best ideas with inclusive teams.

Some of our benefits include:

  • 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


Required Experience:

Manager

Employment Type

Full-Time

Company Industry

Department / Functional Area

Operations

About Company

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