Deal Desk Team Lead

Position Overview

The Deal Desk Team Lead (DDTL) will be responsible for Diligent’s pre-invoicing process, preparing quotes and agreements for the sales and customer success teams. This is a highly visible role that will partner with the sales, legal and finance teams to ensure customer contracts are accurately represented in salesforce (SFDC) prior to workflow integration with our ERP and invoicing. Candidates should have a customer-centric focus and be able to partner with our sales organization to ensure an efficient and accurate sales process. Reporting to the Deal Desk Manager, this role will have a high impact on Diligent’s revenue recognition and accounts receivable processes. This role will also actively participate in the integration of acquired companies. The DDTL will manage a team of Deal Desk Specialists.

Key Responsibilities

• Manage the day-to-day quote approval process, driving compliance with approval matrices.
• Review incoming sales requests and provide guidelines on building quotes.
• Ensuring all requests sent to the Deal Desk department are resolved in a timely manner.
• Represent sale operations, accounting, finance, and legal interests in the structuring of non-standard deals.
• Maintain a thorough understanding of Diligent products and services.
• Support the Revenue Operations on the integration of acquired companies.
• Assist in the formulation of internal controls and policies to comply with legislation and established best practices.
• Hire, manage and train a team of Deal Desk Specialists on their processes as well as on all aspects of Diligent’s internal policies.
• Ensure the team are productive, adequately trained, work is evenly distributed, and positions are backed up.
• Strong understanding of internal systems.
• Weekly support check-ins with Sales Leads.
• Partner with Legal on any redlining required on contracts due to SFDC output.
• Ability to work a flexible schedule as needed for month-end, quarter-end, and year-end close.
• Power of Attorney on behalf of Diligent, for commercial agreements.

Required Experience/Skills:

• Bachelor’s Degree required.
• Three or more years of experience in a Deal Desk or similar role.
• Three or more years of people management experience.
• Must have strong attention to detail.
• Strong work ethic and willingness to take ownership for wide-ranging responsibilities.
• Excellent interpersonal skills, flexibility to accommodate different situations and temperaments.
• Ability to multi-task and work in a fast-paced and demanding global environment.
• Working knowledge of Microsoft Office (Excel, Word, Outlook, etc.).
• Superior organization and prioritization skills.
• Ability to perform under pressure and meet tight deadlines.
• Strong communication skills, both verbal and written.

Preferred Experience/Skills:

• Salesforce and NetSuite experience preferred.
• DocuSign CLM or similar contracting experience preferred.

What Diligent Offers You

• Creativity is ingrained in our culture. We are innovative collaborators by nature. We thrive in exploring how things can be differently both in our internal processes and to help our clients
• We care about our people. Diligent offers a flexible work environment, global days of service, comprehensive health benefits, meeting free days, generous time off policy and wellness programs to name a few
• We have teams all over the world. We may be headquartered in New York City, but we have office hubs in Washington D.C., Vancouver, London, Galway, Budapest, Munich, Bengaluru, Singapore, and Sydney.
• Diversity is important to us. Growing, maintaining and promoting a diverse team is a top priority for us. We foster and encourage diversity through our Employee Resource Groups and provide access to resources and education to support the education of our team, facilitate dialogue, and foster understanding.

Diligent created the modern governance movement. Our world-changing idea is to empower leaders with the technology, insights and connections they need to drive greater impact and accountability – to lead with purpose. Our employees are passionate, smart, and creative people who not only want to help build the software company of the future, but who want to make the world a more sustainable, equitable and better place.

Headquartered in New York, Diligent has offices in Washington D.C., London, Galway, Budapest, Vancouver, Bengaluru, Munich, Singapore and Sydney. To foster strong collaboration and connection, this role will follow a hybrid work model. If you are within a commuting distance to one of our Diligent office locations, you will be expected to work onsite at least 50% of the time. We believe that in-person engagement helps drive innovation, teamwork, and a strong sense of community.

We are a drug free workplace. Diligent is proud to be an equal opportunity employer. We do not discriminate based on race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental disability, age, military status, protected veteran status, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer related or HIV/AIDS related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. See also Diligent's EEO Policy and Know Your Rights. We are committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at recruitment@diligent.com.

To all recruitment agencies: Diligent does not accept unsolicited agency resumes. Please do not forward resumes to our jobs alias, Diligent employees or any other organization location. Diligent is not responsible for any fees related to unsolicited resumes.