Senior Deal Strategy & Operations Specialist
Core
Own the Deal Strategy intake board to review, approve, reject, or route commercial deal requests against guardrails, acting as the single intake point to keep deals moving fast and consistently.
Role type
Senior Deal Strategy & Operations Specialist (Commercial Finance/RevOps)
Builds
Automated, guardrail-driven, self-serve processes for deal approvals and exception handling
Domain
Global employment platform / B2B SaaS sales operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Deal Desk operations, commercial finance, RevOps, commercial contract analysis, pricing and discount approval, credit risk assessment, legal clause triage, data-driven process improvement, cross-functional stakeholder management, playbook design
Preferred skills
Data/AI for deal insights automation, EOR/global employment knowledge, management consulting, investment banking, or corporate finance background
Technologies
None explicitly stated
Responsibilities
Own the Deal Strategy intake board; Triage and process T&C and commercial-agreement redlines with Legal; Handle deposit-waiver, payment-term, payment-method, and credit-check exceptions with Treasury; Review order forms for pricing, currency, and billing accuracy; Prioritize deals by $ impact, close date, and risk exposure; Maintain the clause library and pre-approved pricing/terms playbooks; Run XFN taskforces for largest deals; Track and report Deal Approval metrics; Design and evolve guardrail frameworks and exception-handling processes; Design enablement programs for large deals and competitive positioning
Seniority
Senior, hands-on IC
