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About the Role

The Deal Desk Manager is a critical member of the Sales Operations team, responsible for executing sales support activities that enable the Business Development organization to move faster and close more deals. This role demands excellence in project management, writing, and quality assurance, with a passion for enabling the BD team and delighting clients with professional, timely deliverables.

Responsibilities

Receive, review, and manage all incoming RFIs and questionnaires from prospective and existing clients
Develop clear, accurate, and persuasive written responses that position Gen II Fund Services' capabilities and differentiators
Coordinate with cross-functional stakeholders (Operations, Compliance, Finance) to ensure responses are accurate, compliant, and aligned with company standards
Ensure all submissions meet quality and deadline requirements; escalate issues to the Deal Desk Lead as needed
Draft, assemble, and finalize proposals, including services description, pricing, fees, and terms tailored to client needs
Develop and customize sales decks, executive summaries, and supporting collateral for presentations
Translate complex fund administration services into clear, client-facing language that resonates with prospects
Proactively suggest enhancements to materials based on market feedback and competitive intelligence
Support the development of pricing models and fee calculations based on fund size, complexity, and service scope
Analyze deal economics and identify pricing strategies to maximize revenue while remaining competitive
Collaborate with Finance and BD on pricing adjustments, discounts, and deal structures
Manage multiple concurrent deals across the sales cycle, ensuring all deliverables are on track and deadlines are met
Create and maintain deal timelines, checklists, and status dashboards to keep stakeholders informed
Serve as the central point of contact for deal logistics, coordinating between BD, Legal, Operations, and Compliance
Flag risks, dependencies, and blockers early; proactively problem-solve to keep deals moving
Perform detailed QA reviews on all client-facing materials: proposals, decks, responses, and contracts before submission
Maintain high standards for accuracy, compliance, branding consistency, and professional presentation
Document QA findings, track corrections, and ensure feedback is incorporated before delivery
Support the continuous improvement of Deal Desk templates, checklists, and best practices
Maintain accurate and complete deal records in Salesforce, including opportunity details, proposal status, and timeline information
Update deal status, competitive intelligence, and win/loss information to support pipeline visibility and forecasting
Ensure timely and organized documentation of all deal-related communications and materials
Contribute to building and maintaining the Deal Desk knowledge library: winning response templates, objection handling guides, competitive intelligence, and pricing precedents
Document lessons learned from closed deals and provide input to the Deal Desk Lead on content improvements
Support training and enablement activities for the broader BD team

Requirements

5+ years in deal desk, sales operations, proposal management, bid management, or related sales support roles.
Proven track record of managing multiple concurrent RFIs, proposals, and sales cycle deliverables
Background in financial services, fund administration, or professional services strongly preferred
Experience with CRM systems (Salesforce preferred) and proposal management or document automation tools (Loopio, RFPIO, Responsive, or similar) is a significant plus
All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States.

Skills

Exceptional written communication skills with the ability to translate complex financial and operational concepts into clear, persuasive, client-ready language
Superior project management: comfortable juggling multiple moving pieces, strict deadlines, and competing priorities without losing attention to detail
Strong analytical and quantitative skills with the ability to build pricing models, analyze deal economics, and translate data into actionable insights
Proficiency in Microsoft Office (Word, Excel, PowerPoint) and comfort with modern sales tech stack
Meticulous attention to detail with a passion for quality assurance; comfortable catching errors others might miss
Strong organizational and time-management skills; ability to prioritize and manage timelines across multiple stakeholders
Clear communication and comfortable presenting findings or updates to senior stakeholders
Ownership mindset: takes full accountability for outcomes and doesn't rely on others to flag issues or follow up
Collaborative and cross-functional: builds trust and works effectively with BD, Legal, Finance, Operations, and Compliance teams
Service-oriented mindset: energized by solving problems for the BD team and delighting internal and external clients with exceptional deliverables
Adaptable and coachable: comfortable receiving feedback and continuously improving processes and output
Strategic thinking: understands the bigger commercial picture and can balance speed with quality
Proactive problem-solver: anticipates blockers and surface issues early rather than waiting for escalation

Location

US
Europe

Work Type

Hybrid

Experience Level

5+ years

Education Level

Bachelor’s Degree

Salary/Compensations

$110,000 - $135,000

Benefits

Discretionary bonus
Comprehensive benefits package

About the Company

Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology.
Gen II has more than $1 trillion in private fund capital assets under administration.
With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.
Careers mean more at Gen II – more opportunity, more innovation, and more ideas!
You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field.
You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us.
Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.

Equal Opportunity

https://gen2fund.com/candidate-privacy-statement/