Deal Desk Manager, Fieldguide

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

• We are seeking a highly organized and detail-oriented Deal Desk Manager to own and evolve our contracts management processes. This role is pivotal in ensuring our contract lifecycle, from creation to execution, 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
• 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

• Health
• Dental
• PTO

Total funding: $47.2m

Fieldguide offers a cloud-native collaboration and automation platform for accounting and advisory practices. The idea is to make workflow and collaboration more streamlined, and automate parts of it altogether, for teams working on cybersecurity, risk, and ESG audits.