Global Deal Desk Director - US

Location - New York, NY

Position Overview

The Global Deal Desk Lead is a senior, highly strategic role responsible for building, launching, and leading Gen II's Deal Desk function from the ground up. This individual will architect the operational framework, establish processes, hire and develop a global team (initially comprising a US Associate and an EU Associate), and serve as the primary commercial partner to the Business Development organization. The Lead will own the full sales support lifecycle - from RFI through executed contract - ensuring BD can move faster and win more at scale. This is a US-based position with global scope.

Key Responsibilities

Function Build-Out & Leadership

• Design and implement the Deal Desk operating model, including workflows, tooling, SLAs, and team structure
• Recruit, onboard, and manage the US and EU Deal Desk Associates, establishing clear roles, performance expectations, and development paths
• Define and enforce Deal Desk standards across proposal quality, CRM hygiene, and knowledge management
• Act as the primary liaison between the Deal Desk and senior leadership, providing regular reporting on pipeline health, deal velocity, and function maturity
• Continuously iterate on processes as the business scales and the team grows

Strategic Commercial Support

• Own oversight of all prospect-facing materials and internal resources across the full sales cycle
• Lead the Deal Desk's response to complex, high-value, or strategically significant RFIs and proposals - directly and through the team
• Partner with BD leadership to develop deal strategies, pricing frameworks, and competitive positioning for major opportunities
• Serve as an escalation point for the BD team on deal structuring, legal questions, compliance coordination, and contract execution
• Facilitate coordination across Legal, Finance, Operations, and Compliance on time-sensitive deals
• Knowledge Management & Sales Enablement
• Build and maintain the Deal Desk knowledge library: winning responses, objection handling playbooks, competitive intelligence, and market-specific positioning
• Establish a systematic process to capture insights from closed and lost deals and translate them into reusable content
• Partner with Marketing, SMEs and BD leadership to ensure the library is current, searchable, and actively adopted
• Develop and deliver training and enablement resources to upskill the broader BD team on Deal Desk tools and processes

CRM & Pipeline Governance

• Set and enforce CRM standards (Salesforce) across the Deal Desk team and in partnership with BD operations
• Ensure all deal-related data is accurate, complete, and up-to-date at every stage of the pipeline
• Produce executive-level pipeline reporting, deal status dashboards, and win/loss analysis
• Identify data quality gaps and implement solutions to improve reporting reliability and forecast accuracy

Expansion & Retention Support

• Lead Deal Desk support for upsell and expansion conversations with existing clients, including materials, pricing analysis, and cross-functional coordination
• Collaborate with Client Services to ensure smooth post-close handoffs and proactively identify expansion signals
• Support renewal conversations with tailored materials and strategic insight

• Other duties as assigned.

PERFORMANCE METRICS

Metric

Measurement

Function Launch

Deal Desk operational within 90 days; US and EU Associates hired within 6 months

Deal Cycle Velocity

Measurable reduction in time-to-proposal and time-to-close

Proposal Win Rate

Improvement in BD win rate on deals supported by Deal Desk

Team Performance

Associate quality scores, output volume, and development milestones

CRM Data Accuracy

Salesforce completeness and integrity across all deal records

Knowledge Library Adoption

BD team utilization rate of Deal Desk content and resources

Stakeholder Satisfaction

BD leadership and cross-functional partner feedback

Experience

• 8+ years in deal desk, sales operations, bid management, revenue operations, or commercial support roles
• 4 year Bachelor's degree is required.
• Demonstrated experience building or significantly scaling a deal desk, proposals team, or equivalent function
• People management experience: hiring, developing, and leading high-performing teams
• Background in financial services, fund administration, or professional services strongly preferred

Skills & Capabilities

• Exceptional project management skills - able to manage multiple high-stakes deals simultaneously across regions and time zones
• Highly proficient in Salesforce; experience with CPQ, proposal management tools (e.g., Loopio, RFPIO, Responsive), and enablement platforms a strong plus
• Outstanding written communication - able to translate complex service offerings into clear, compelling, client-ready proposals
• Strong analytical skills: can build pricing models, interpret pipeline data, and translate insights into action
• Comfortable presenting to and influencing senior stakeholders, including BD leadership and the C-suite

Attributes

• Builder mindset: energized by ambiguity, comfortable starting from zero, and focused on long-term scalability
• High ownership and follow-through - this role demands someone who takes full accountability for outcomes
• Collaborative and cross-functional: able to build trust and work effectively with Legal, Finance, Operations, and BD
• Detail-oriented and process-driven without sacrificing speed or commercial judgment

The salary range for this position is $140,000 - $185,000, 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) day2 remotely.

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