Senior Deal Desk Manager

1 Month ago • 4 Years + • Finance

About the job

Job Description

EliseAI is looking for an outstanding Senior Deal Desk Manager to execute and manage our contract review and booking motion. In this role, you will drive our contracting process, implementing improvements across creation, configuration, quotation, approval and booking, while also executing on approval and booking. Key Responsibilities: Review and approve contracts in collaboration with our Account Executives and legal team, validating compliance with rate card and corporate policy, creating alignment with customers, and ensuring that pricing and conditions are correctly reflected in an executable contract. Complete “booking process” following contract signing, ensuring that contract terms are properly reflected in Salesforce objects, coordinating with Finance to ensure proper handoff for revenue recognition and billing, and validating proper reflection in corporate KPIs (bookings, ARR, etc.) Complete same process upon contract amendment or other changes. Manage contract and pricing-related data in Salesforce and IronClad, maintaining accuracy and speed, both internally and externally. Own responsibility for auditability of these numbers. Identify, implement, and manage automation to help improve our full contracting process. Work cross-functionally with other departments such as Finance, Product, and Implementation to ensure alignment on company goals.
Must have:
  • 4+ years of experience in a Revenue Operations, Deal Desk, Finance, or Audit-related role at a SaaS company.
  • Strong Salesforce system design knowledge (IronClad experience a plus).
  • Understanding of how billing/financial systems integrate with Salesforce when quoting, contracting, and closing deals.
  • Masterclass in attention to detail.
  • Familiar with legal concepts typical in SaaS contracts and self-sufficient in managing common changes/issues.
  • Quantitatively inclined. Able to see financial impact of contractual terms and changes.
  • Experience working closely with Sales teams.
  • Experience analyzing and formatting data using Excel or Google Sheets.
  • Ability to work effectively in a fast-paced ecosystem.
  • Strong bias for action.
  • Great at owning initiatives with little guidance.
Good to have:
  • Willingness to work in person at our NYC headquarters with the team 4-5 days/week.
Perks:
  • Equity in the company in the form of stock options
  • Medical, Dental and Vision premiums covered at 100%
  • Fully paid parental leave
  • Commuter benefits
  • 401k benefits
  • Monthly fitness stipend
  • Our brand new Midtown south office with an open floor plan, fully stocked kitchen, and company paid lunch
  • Fun company social events through our Elise and the City program
  • Unlimited vacation and paid holidays
  • We'll cover relocation packages from outside of the Greater NYC metro area - we'll make the move exciting, not painful.
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About EliseAI

EliseAI develops cutting-edge conversational AI technology for industries fundamental to our lives: housing and healthcare. Everything is built on the foundation of health and home. Broken systems or ineffective processes in these domains have a disproportionate impact on our quality of life and society’s overall wellbeing. Conversely, any solution or technology that solves problems in these areas will have an impact that ripples far beyond them. 

That’s the only kind of impact we are interested in having at EliseAI. 

If you get excited by the thought of working really hard on these kinds of problems, then EliseAI is the right place for you.

About the role

We are looking for an outstanding Senior Deal Desk Manager to execute and manage our contract review and booking motion. In this role, you will drive our contracting process, implementing improvements across creation, configuration, quotation, approval and booking, while also executing on approval and booking. 

Key Responsibilities

  • Review and approve contracts in collaboration with our Account Executives and legal team, validating compliance with rate card and corporate policy, creating alignment with customers, and ensuring that pricing and conditions are correctly reflected in an executable contract. 
  • Complete “booking process” following contract signing, ensuring that contract terms are properly reflected in Salesforce objects, coordinating with Finance to ensure proper handoff for revenue recognition and billing, and validating proper reflection in corporate KPIs (bookings, ARR, etc.)
  • Complete same process upon contract amendment or other changes.
  • Manage contract and pricing-related data in Salesforce and IronClad, maintaining accuracy and speed, both internally and externally. Own responsibility for auditability of these numbers.
  • Identify, implement, and manage automation to help improve our full contracting process.
  • Work cross-functionally with other departments such as Finance, Product, and Implementation to ensure alignment on company goals.

Requirements

  • 4+ years of experience in a Revenue Operations, Deal Desk, Finance, or Audit-related role at a SaaS company.
  • Strong Salesforce system design knowledge (IronClad experience a plus). 
  • Understanding of how billing/financial systems integrate with Salesforce when quoting, contracting, and closing deals.
  • Masterclass in attention to detail.
  • Familiar with legal concepts typical in SaaS contracts and self-sufficient in managing common changes/issues.
  • Quantitatively inclined. Able to see financial impact of contractual terms and changes.
  • Experience working closely with Sales teams.
  • Experience analyzing and formatting data using Excel or Google Sheets.
  • Ability to work effectively in a fast-paced ecosystem. Strong bias for action.
  • Great at owning initiatives with little guidance. 
  • Willingness to work in person at our NYC headquarters with the team 4-5 days/week.

Why join

Growth and impact at the ground floor of a funded and scaling startup. Instead of following a playbook, you’ll be writing it. Often, you’ll be identifying how we can better scale as a team, organization, and company - owning initiatives from ideation to execution, management, and reporting. You’ll be encouraged to iterate through successes and failures, improving and scaling initiatives with support from your team. 

Benefits

In addition to the growth and impact you’ll have at EliseAI, we offer competitive salaries along with the following benefits:

  • Equity in the company in the form of stock options 
  • Medical, Dental and Vision premiums covered at 100%  
  • Fully paid parental leave
  • Commuter benefits 
  • 401k benefits
  • Monthly fitness stipend
  • Our brand new Midtown south office with an open floor plan, fully stocked kitchen, and company paid lunch
  • Fun company social events through our Elise and the City program
  • Unlimited vacation and paid holidays

We'll cover relocation packages from outside of the Greater NYC metro area - we'll make the move exciting, not painful.

Job Compensation Range:

The salary range for this role is $150,000-180,000. EliseAI offers a competitive total rewards package which includes base salary, equity, and a comprehensive benefits & perks package. Exact compensation inclusive of salary and any bonuses is determined based on a number of factors including experience and skill level, location and qualifications which are assessed during the interview process. Additional details about total compensation and benefits will be provided by our Recruiting Team during the hiring process.

EliseAI provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

If you need assistance and/or a reasonable accommodation in the application or recruiting process due to a disability, please contact us at HR@eliseai.com.



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View Full Job Description
$150.0K - $180.0K/yr (Outscal est.)
$165.0K/yr avg.
New York, New York, United States

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New York, New York, United States (On-Site)

New York, New York, United States (On-Site)

New York, New York, United States (On-Site)

New York, New York, United States (On-Site)

New York, New York, United States (On-Site)

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