Global Deal Desk Director – US

Gen 2 Careers•New York, NY

5d•Hybrid

About The Position

Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1 trillion in private fund capital assets under administration. With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives. Careers mean more at Gen II – more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being. The Global Deal Desk Lead is a senior, highly strategic role responsible for building, launching, and leading Gen II’s Deal Desk function from the ground up. This individual will architect the operational framework, establish processes, hire and develop a global team (initially comprising a US Associate and an EU Associate), and serve as the primary commercial partner to the Business Development organization. The Lead will own the full sales support lifecycle — from RFI through executed contract — ensuring BD can move faster and win more at scale. This is a US-based position with global scope.

Requirements

8+ years in deal desk, sales operations, bid management, revenue operations, or commercial support roles
4 year Bachelor’s degree is required.
Demonstrated experience building or significantly scaling a deal desk, proposals team, or equivalent function
People management experience: hiring, developing, and leading high-performing teams
Exceptional project management skills — able to manage multiple high-stakes deals simultaneously across regions and time zones
Highly proficient in Salesforce; experience with CPQ, proposal management tools (e.g., Loopio, RFPIO, Responsive), and enablement platforms a strong plus
Outstanding written communication — able to translate complex service offerings into clear, compelling, client-ready proposals
Strong analytical skills: can build pricing models, interpret pipeline data, and translate insights into action
Comfortable presenting to and influencing senior stakeholders, including BD leadership and the C-suite
Builder mindset: energized by ambiguity, comfortable starting from zero, and focused on long-term scalability
High ownership and follow-through — this role demands someone who takes full accountability for outcomes
Collaborative and cross-functional: able to build trust and work effectively with Legal, Finance, Operations, and BD
Detail-oriented and process-driven without sacrificing speed or commercial judgment
All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States.

Nice To Haves

Background in financial services, fund administration, or professional services strongly preferred

Responsibilities

Design and implement the Deal Desk operating model, including workflows, tooling, SLAs, and team structure
Recruit, onboard, and manage the US and EU Deal Desk Associates, establishing clear roles, performance expectations, and development paths
Define and enforce Deal Desk standards across proposal quality, CRM hygiene, and knowledge management
Act as the primary liaison between the Deal Desk and senior leadership, providing regular reporting on pipeline health, deal velocity, and function maturity
Continuously iterate on processes as the business scales and the team grows
Own oversight of all prospect-facing materials and internal resources across the full sales cycle
Lead the Deal Desk’s response to complex, high-value, or strategically significant RFIs and proposals — directly and through the team
Partner with BD leadership to develop deal strategies, pricing frameworks, and competitive positioning for major opportunities
Serve as an escalation point for the BD team on deal structuring, legal questions, compliance coordination, and contract execution
Facilitate coordination across Legal, Finance, Operations, and Compliance on time-sensitive deals
Build and maintain the Deal Desk knowledge library: winning responses, objection handling playbooks, competitive intelligence, and market-specific positioning
Establish a systematic process to capture insights from closed and lost deals and translate them into reusable content
Partner with Marketing, SMEs and BD leadership to ensure the library is current, searchable, and actively adopted
Develop and deliver training and enablement resources to upskill the broader BD team on Deal Desk tools and processes
Set and enforce CRM standards (Salesforce) across the Deal Desk team and in partnership with BD operations
Ensure all deal-related data is accurate, complete, and up-to-date at every stage of the pipeline
Produce executive-level pipeline reporting, deal status dashboards, and win/loss analysis
Identify data quality gaps and implement solutions to improve reporting reliability and forecast accuracy
Lead Deal Desk support for upsell and expansion conversations with existing clients, including materials, pricing analysis, and cross-functional coordination
Collaborate with Client Services to ensure smooth post-close handoffs and proactively identify expansion signals
Support renewal conversations with tailored materials and strategic insight
Other duties as assigned.