Carex Consulting Group · 1 week ago
Sales Operations – Deal Desk Lead
United States
Full-time
Remote
Mid, Senior Level
$70K/yr - $90K/yr
4+ years expCarex Consulting Group is a mission-driven healthtech partner within the healthcare navigation space, seeking a detail-oriented and strategic Manager, Sales Operations. The role involves leading the quote-to-order process for new business, renewals, and expansions while collaborating across various departments to ensure compliant and scalable bookings.
Human ResourcesProject ManagementRecruitingStaffing Agency
No H1B
Hiring Manager
Theresa Balsiger, SHRM-CP
Responsibilities
Own the quote-to-order process for new business, renewals, and expansions, ensuring all agreements are revenue-ready and accurately maintained in Salesforce
Advise Sales and Renewal Managers on commercial terms, reviewing and routing non-standard requests across cross-functional stakeholders
Coordinate with internal and external counsel to manage contract redlines and ensure timely legal resolutions
Maintain approval matrices, document exceptions, and enforce pricing/discount policy adherence
Manage contract workflow, including MSA, SOW, BAA/DPA, COI/W-9, and related municipal forms, ensuring clean hand-offs to Billing and Customer Success
Own the full RFP/RFI/RFQ response process, from intake to submission and archiving, ensuring compliant and timely delivery
Enhance and maintain clause libraries, approval templates, and response libraries
Identify friction points in the quote-to-cash process and implement process improvements and tooling upgrades across CRM/CPQ/CLM/e-signature systems
Drive analytics and publish dashboards on deal cycle time, discounting, ACV/TCV, exception rates, and retention metrics
Lead enablement initiatives for Sales and Renewals teams around deal desk processes and tools
Engage professionally with city and municipal leaders, including chiefs, city managers, finance, HR, and legal counterparts
Qualification
Required
W2 only, no C2C, must be authorized to work in the US (both now and in the future)
4–7+ years of experience in Deal Desk, Sales Operations, Contracts, or Revenue Finance supporting complex B2B or public-sector deals; or 1–2+ years post-MBA
Strong understanding of commercial terms (pricing, liability, indemnities, SLAs, data/privacy) and deal governance frameworks
Proven experience managing contract negotiations with internal and external counsel
Advanced Excel skills
Excellent communication and stakeholder engagement skills, especially with senior municipal decision-makers and legal teams
Impeccable attention to detail and commitment to documentation accuracy and Salesforce hygiene
Preferred
High proficiency in Salesforce; experience with CPQ, CLM, and e-signature tools (e.g., DocuSign) strongly preferred
Familiarity with BI tools or SQL is a plus
Benefits
Bonus
Equity
Company
Carex Consulting Group
Carex Consulting Group specializes in providing enterprise staffing solutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$0.25M2016-01-01Undisclosed· $0.25M
Leadership Team
Rachel Neill
Chairperson of the Board
Recent News
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