What are the responsibilities and job description for the Deal Desk Manager position at Fieldguide.ai?
About Us :
Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and ESG (Environmental, Social, Governance). Put simply, we build software for the people who enable trust between businesses.
We're based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Bessemer Venture Partners, 8VC, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, Eric Ries, and more.
We value diversity - in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide's team is inclusive, driven, humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth.
As an early stage start-up employee, you'll have the opportunity to build out the future of business trust. We make audit practitioners' lives easier by eliminating up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.
About the Role :
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.
What You'll Do :
- 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.
About You :
Experience in HubSpot is required.
More about Fieldguide :
Fieldguide is a values-based company. Our values are :
Some of our benefits include :
