Global Deal Desk Director – US

Gen II Fund Services•New York, NY

1d•$140,000 - $185,000•Hybrid

About The Position

The Global Deal Desk Director 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
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

Nice To Haves

Background in financial services, fund administration, or professional services strongly preferred
experience with CPQ, proposal management tools (e.g., Loopio, RFPIO, Responsive), and enablement platforms a strong plus

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.