[Remote] Deal Desk Associate

Note: The job is a remote job and is open to candidates in USA. Boston Private is seeking a high-performing Associate, Deal Desk to support deal desk execution, pricing strategy, RFP responses, and contract administration. This role involves working closely with various teams to ensure efficient deal structuring and execution, while also evolving into ownership of specific workstreams and analyses over time.

Responsibilities

• Serve as the central point of contact for Go-To-Market teams on customer contract types, non-standard pricing requests, product configurations, and RFP responses, helping reduce deal cycle time and execution risk
• Support deal governance by coordinating review of complex or non-standard deals across Sales, Finance, Legal, and Commercial Strategy
• Build and maintain pricing and deal models to support new business, renewals, upsells, and strategic opportunities
• Maintain pricing rules, product catalogs, discount matrices, and approval workflows within the CRM (e.g., Salesforce) and related CPQ tools
• Coordinate and support end-to-end RFP responses, including requirements analysis, data collection, pricing inputs, and submission readiness
• Partner with Sales, Product, Legal, and Finance to ensure responses are accurate, compliant, and differentiated
• Maintain RFP content libraries, standard pricing assumptions, and reusable response artifacts to improve speed and consistency over time
• Oversee contract generation for net-new and existing customer upsell agreements, ensuring accurate reflection of approved commercial terms
• Partner closely with Legal to manage the contract lifecycle within the CLM system (e.g., Ironclad), including version control, approvals, and repository hygiene
• Take first pass review of redlines on behalf of commercial and legal teams
• Facilitate contract execution through the CLM platform, track signature status, and ensure fully executed agreements are distributed to internal and external stakeholders
• Maintain a clean, searchable archive of executed contracts, approvals, and supporting documentation to support audit readiness and compliance requirements

Skills

• 0–2+ years of experience in a high-growth environment, preferably within Sales Operations, Commercial Strategy, Finance, Deal Desk, or a similarly analytical business function
• Working knowledge of a major CRM platform (e.g., Salesforce), including opportunity management, approvals, and reporting
• Strong analytical skills with advanced proficiency in Microsoft Excel or Google Sheets; ability to build pricing models, analyze margins, and assess deal economics
• Experience tracking and owning contract lifecycle or deal desk KPIs (e.g., speed to execution, approval cycle time) within CRM and/or CLM systems
• Exceptional attention to detail with zero tolerance for errors in legal, financial, or customer-facing documentation
• Strong written and verbal communication skills, with the ability to balance sales urgency against compliance, risk, and governance requirements
• Comfort operating in ambiguity with a proactive, structured, problem-solving mindset
• Prior experience administering or working within a Contract Lifecycle Management (CLM) platform (e.g., Ironclad)
• Experience with CPQ (Configure, Price, Quote) systems and pricing governance workflows
• Basic understanding of revenue recognition concepts and common contractual terms and conditions
• Experience in health tech, SaaS, or revenue cycle management (RCM) environments

Benefits

• Benefits

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