Deal Desk Manager, Fieldguide
$130-150k
+ Equity + Bonus
Software for assurance & advisory firms
Be an early applicant
Software for assurance & advisory firms
21-100 employees
Be an early applicant
$130-150k
+ Equity + Bonus
21-100 employees
Company mission
Fieldguide's mission is to increase trust in commerce and capital markets.
Role
Who you are
- 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
What the job involves
- 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
Our take
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.
Fieldguide has launched with a focus on three high-demand and high-growth areas of business. With cybersecurity and ESG in particular seeing increased corporate investment, thanks to the steep costs of error or regulatory non-compliance, demand for tech that can help manage this influx of auditing work is likely to grow fast. Indeed, Fieldguide has received an impressive funding injection which will see the company looking to expand the kinds of audit their product applies to, as well as aggressively growing their team.
Fieldguide has already netted some key audit and advisory firms as clients and a substantial Series B funding round, suggesting that the young company is onto something good. Internal productivity tools are seeing a boom across multiple industries, with automation also seeing a significant uptake for enterprise businesses. If Fieldguide can successfully manage its scale-up, it could become an important software player.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
55% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Mar 2024
$30m
SERIES B
Mar 2022
$17m
SERIES A
Total funding: $47.2m
Company benefits
- Health
- Dental
- PTO
Company HQ
Eureka Valley, San Francisco, CA
Leadership
Chris Szymansky
(CTO)Previously co-founded live video streaming platform Vivo, before moving on to work in software development at Fireman Creative. Subsequently held various high level positions, including CTO at JazzHR, and VP of Engineering, Product, and Design at Atrium.
Jin Chang
(CEO)Originally a Management Consultant at EY, before co-founding blockchain aggregation API company, Bitbutter. Moved on to serve as Chief of Staff at Atrium.
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