Deal Desk Director

Bamboo Health

. Own how order forms and commercial terms are structured, from self-serve templates to customer-paper deals .

Posted 10/3/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in drafting and negotiating complex commercial terms while leveraging AI-assisted tools to enhance workflow efficiency. Proven ability to build scalable processes and influence cross-functional teams in a regulated environment.

Highest-signal resume keywords

Complex Commercial Terms NegotiationAI-Assisted Drafting ToolsSalesforce CRM ProficiencyProcess Design and ImplementationCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Contract Lifecycle ManagementMargin AnalysisDeal Structure UnderstandingTemplate DevelopmentRisk Assessment

Soft Skills

Analytical Problem-SolvingIndependent JudgmentAdaptability in Fast-Paced EnvironmentsInfluencing Without AuthorityTeam Leadership

Tools & Technologies

SalesforceCPQ ToolsAI ToolsChatGPTCoPilot

Industry Keywords

Healthcare Data ComplianceRevenue RecognitionDeal Desk FunctionException ManagementOperational Data Analysis

About the role

Key responsibilities & impact

Own how order forms and commercial terms are structured, from self-serve templates to customer-paper deals
Implement AI tooling to draft and route routine work
Make judgment calls involving risk, negotiation, and process design
Refine the ad hoc Word-document order form process with clear intake, ownership, and decision paths
Close deal desk requests within SLA
Assist sales representatives in drafting and negotiating business terms
Build clause libraries, approval thresholds, templates, and AI guardrails
Review non-standard AI-drafted output
Guide representatives through pricing and discounting guardrails
Use margin analysis and involve Sales, Finance, and cross-functional leaders in exception approvals
Own deal desk intake, templates, approvals, and escalation paths
Maintain Salesforce as the deal desk system of record
Keep opportunity records accurate and build reporting on cycle time, exception volume, and stalled deals
Partner with Legal, Finance, and Sales to resolve exceptions and escalations
Establish and document a scalable deal desk function
Pilot or apply AI or automation to improve workflows
Refine templates, thresholds, and routing rules based on operational data

Requirements

What you’ll need

12+ years of related experience with a bachelor's degree; or 8 years with a master's; or equivalent experience
Deep experience reviewing, drafting, and negotiating complex commercial terms, including customer-paper deals
Independent judgment to set precedent and make final calls on exceptions
Track record of building process or policy from scratch in an unstructured environment and achieving adoption
Fluency working alongside AI-assisted drafting and routing tools
Cross-functional influence aligning Legal, Finance, and Sales without formal authority
Understanding of how deal structure affects revenue recognition
Working familiarity with Salesforce or a comparable CRM
Experience with or strong aptitude for CPQ and contract lifecycle management tooling
Comfort operating in a regulated, healthcare-data business
Readiness to operate as a senior individual contributor and ability to build and lead a team as the function grows
Comfort using or learning AI-supported tools such as ChatGPT, CoPilot, or role-specific tools
Openness to experimenting with new technologies
Strong analytical and problem-solving skills
Proven ability to thrive in fast-paced, high-growth, rapidly evolving environments
Ability to work effectively in a remote-first environment
Ability to travel periodically for work

Benefits

Comp & perks

Competitive compensation
Health benefits
Dental benefits
Vision benefits
Autonomy to build something with a supportive team
Learning from working at the highest levels and on strategic company priorities
Exposure to world-class investors and advisors
Equal employment opportunity and inclusive workplace