Gobal Deal Desk Manager

Gen II; New York (NY); Híbrido; USD 110.000 - 135.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discretionary bonus

Comprehensive benefits package

Hybrid schedule

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Deal desk experience

Sales operations

Proposal management

RFI management

Pricing analysis

CRM (Salesforce)

Document automation tools

Project management

Written communication

Educación

Bachelor's Degree

Herramientas

Loopio

RFPIO

Responsive

Salesforce CRM

Descripción del empleo

Who is Gen II?

With offices in the US and Europe, we're looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.

Careers mean more at Gen II - more opportunity, more innovation, and more ideas! You'll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You'll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.

The Deal Desk Manager is a critical member of the Sales Operations team, responsible for executing the full spectrum of sales support activities that enable the Business Development organization to move faster and close more deals. This Associate will field incoming RFIs and questionnaires, craft compelling and compliant proposals, develop pricing analyses, coordinate sales decks and materials, and manage the operational flow of deals from initial opportunity through contract execution. This role demands excellence in project management, writing, and quality assurance, with a passion for enabling the BD team and delighting clients with professional, timely deliverables.

Key Responsibilities

• Receive, review, and manage all incoming RFIs and questionnaires from prospective and existing clients
• Develop clear, accurate, and persuasive written responses that position Gen II Fund Services' capabilities and differentiators
• Coordinate with cross-functional stakeholders (Operations, Compliance, Finance) to ensure responses are accurate, compliant, and aligned with company standards
• Ensure all submissions meet quality and deadline requirements; elevate issues to the Deal Desk Lead as needed
• Draft, assemble, and finalize proposals, including services description, pricing, fees, and terms tailored to client needs
• Develop and customize sales decks, executive summaries, and supporting collateral for presentations
• Translate complex fund administration services into clear, client-facing language that resonates with prospects
• Proactively suggest enhancements to materials based on market feedback and competitive intelligence

Pricing Analysis & Deal Economics

• Support the development of pricing models and fee calculations based on fund size, complexity, and service scope
• Analyze deal economics and identify pricing strategies to maximize revenue while remaining competitive
• Collaborate with Finance and BD on pricing adjustments, discounts, and deal structures

Project Management & Workflow Coordination

• Manage multiple concurrent deals across the sales cycle, ensuring all deliverables are on track and deadlines are met
• Create and maintain deal timelines, checklists, and status dashboards to keep stakeholders informed
• Serve as the central point of contact for deal logistics, coordinating between BD, Legal, Operations, and Compliance
• Flag risks, dependencies, and blockers early; proactively problem-solve to keep deals moving

  Quality Assurance & Process Compliance

  • Perform detailed QA reviews on all client-facing materials: proposals, decks, responses, and contracts before submission
  • Maintain high standards for accuracy, compliance, branding consistency, and professional presentation
  • Document QA findings, track corrections, and ensure feedback is incorporated before delivery
  • Support the continuous improvement of Deal Desk templates, checklists, and best practices

  CRM & Deal Data Management

  • Maintain accurate and complete deal records in Salesforce, including opportunity details, proposal status, and timeline information
  • Update deal status, competitive intelligence, and win/loss information to support pipeline visibility and forecasting
  • Ensure timely and organized documentation of all deal-related communications and materials
  • Contribute to building and maintaining the Deal Desk knowledge library: winning response templates, objection handling guides, competitive intelligence, and pricing precedents
  • Document lessons learned from closed deals and provide input to the Deal Desk Lead on content improvements
  • Support training and enablement activities for the broader BD team

  Qualifications

  • 5+ years in deal desk, sales operations, proposal management, bid management, or related sales support roles.
  • Bachelor's Degree.
  • Proven track record of managing multiple concurrent 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

  Skills & Capabilities

  • Exceptional written communication skills with the ability to translate complex financial and operational concepts into clear, persuasive, client-ready language
  • Superior project management: comfortable juggling multiple moving pieces, strict deadlines, and competing priorities without losing attention to detail
  • Strong analytical and quantitative skills with the ability to build pricing models, analyze deal economics, and translate data into actionable insights
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint) and comfort with modern sales tech stack
  • Meticulous attention to detail with a passion for quality assurance; comfortable catching errors others might miss
  • Strong organizational and time-management skills; ability to prioritize and manage timelines across multiple stakeholders
  • Clear communication and comfortable presenting findings or updates to senior stakeholders

  Attributes

  • Ownership mindset: takes full accountability for outcomes and doesn't rely on others to flag issues or follow up
  • Collaborative and cross-functional: builds trust and works effectively with BD, Legal, Finance, Operations, and Compliance teams
  • Service-oriented mindset: energized by solving problems for the BD team and delighting internal and external clients with exceptional deliverables
  • Adaptable and coachable: comfortable receiving feedback and continuously improving processes and output
  • Strategic thinking: understands the bigger commercial picture and can balance speed with quality
  • Proactive problem-solver: anticipates blockers and surface issues early rather than waiting for escalation

  The salary range for this position is $110,000 - $135,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate's experience level.

  Work Arrangement

  All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.

  https://gen2fund.com/candidate-privacy-statement/

  Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.