Global Deal Desk Manager - Hybrid & High-Impact Proposals

Gen II; New York (NY); Hybrid; USD 110,000 - 135,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits package

Hybrid schedule

Job summary

Gen II Fund Services, LLC seeks a Deal Desk Manager to support the Business Development team with RFIs, proposals, and pricing analyses. You will craft compliant, compelling responses and coordinate with Operations, Compliance, and Finance to ensure accuracy and timely delivery.

The role requires strong project management, writing, and QA skills, with a focus on enabling the BD team and delivering professional client-ready materials. Hybrid US schedule offered.

Qualifications

• 5+ years in deal desk, sales operations, proposal management, bid management, or related sales support roles.
• Bachelor's Degree required.
• Proven track record of managing multiple RFIs, proposals, and sales cycle deliverables.
• Background in financial services, fund administration, or professional services strongly preferred.
• Experience with CRM systems (Salesforce preferred) and proposal management or document automation tools (Loopio, RFPIO, Responsive, or similar) is a significant plus.

Responsibilities

• Receive, review, and manage all incoming RFIs and questionnaires from clients.
• Develop clear, accurate, and persuasive written responses that position Gen II Fund Services' capabilities.
• Coordinate with cross-functional stakeholders to ensure responses are accurate, compliant, and aligned with company standards.
• Ensure submissions meet quality and deadline requirements; escalate issues as needed.
• Draft, assemble, and finalize proposals with pricing and terms tailored to client needs.
• Develop and customize sales decks, executive summaries, and collateral for presentations.
• Translate complex fund administration services into client-facing language.
• Proactively suggest enhancements to materials based on market feedback.

Skills

Deal desk experience

Sales operations

Proposal management

RFI management

Pricing analysis

CRM (Salesforce)

Document automation tools

Project management

Written communication

Education

Bachelor's Degree

Tools

Loopio

RFPIO

Responsive

Salesforce CRM

Job description

Gen II Fund Services, LLC seeks a Deal Desk Manager to support the Business Development team with RFIs, proposals, and pricing analyses. You will craft compliant, compelling responses and coordinate with Operations, Compliance, and Finance to ensure accuracy and timely delivery.

The role requires strong project management, writing, and QA skills, with a focus on enabling the BD team and delivering professional client-ready materials. Hybrid US schedule offered.