Deal Manager Job Description

Deal Manager Job Description

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Deal manager provides alternatives and options with their associated pros & cons (from a BP, RevRec and contract structure standpoint) and related items of approvals.

Deal Manager Duties & Responsibilities

To write an effective deal manager job description, begin by listing detailed duties, responsibilities and expectations. We have included deal manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Responsible for the final review and submission of the Insight Deal Checklist for all assigned orders and for completion of the Large Deal Summary defined in the Revenue Recognition Corporate OTC policies
Manage and lead a team of up to ten analysts (virtual and offshore) chartered with managing the deal management sales engagement model
Build and maintain strong rapport with sales management team
Serve as trusted adviser to the Regional Vice President or sales management on complex, strategic opportunities
Work with teammates and management to identify process improvement and/or sales training opportunities
Lead the Deal Team in creation of a supportable, rationale deal for both customer and ADSK
Lead deal through appropriate approvals (incl
Review and work to clear past due legal doc
Oversee the development of monthly status reports by junior staff
Manage the processing of Ginnie Mae's structured transactions by junior staff

Deal Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Deal Manager

List any licenses or certifications required by the position: CPA, CMA, MBA, BS, PMP, CFA, ITIL, RFP, SCRUM, CSM

Education for Deal Manager

Typically a job would require a certain level of education.

Employers hiring for the deal manager job most commonly would prefer for their future employee to have a relevant degree such as University and Bachelor's Degree in Drafting, Communication, Business, Management, Paralegal, Government, Finance, MBA, Law, Legal

Skills for Deal Manager

Desired skills for deal manager include:

Business practices
Oracle’s products and services
Project management
Contract and RevRec policies
Contract processes
Systems
Tools and applications
Revenue recognition
Thereby serving as a centre of excellence
Contracting policies

Desired experience for deal manager includes:

Managerial and coaching skills
Graduate degree/CPA with Big 4 audit experience a plus
5 years plus experience in Accounting / Finance
Must have at least 5 – 7 years of Project Delivery experience
Ability to multitask and prioritize at times of high volume Quarter-End
Coordinating the internal bookkeeping and financial accounting processes around closed-end funds in Germany

Deal Manager Examples

1

Deal Manager Job Description

Job Description Example
Our company is searching for experienced candidates for the position of deal manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for deal manager
  • Define Proof of Concept for software tools and applications
  • Assign tasks to resources and ensure tasks are completed within estimated time frames and budget constraints
  • Develop and distribute newsletters from Ginnie Mae industry conferences
  • Conduct presentations and client meetings
  • Interact with the client and project leadership on a day-to-day basis
  • Recommend product enhancements that may improve pricing, liquidity, settlement, clearance, and broaden investor base for all Ginnie Mae securities
  • Actively guide, advise and consult with sales teams and key stakeholders (including Generics, Law Department, Pricing, Contract Compliance, Rebates and Distribution Operations) in the strategy and execution of deal terms for contracts
  • Understand deal objectives and ensures business decisions are appropriate
  • Ensure deals are fully prepared and approved to facilitate efficient use of Law Department resources
  • Anticipate problems and initiate actions to ensure that deals are executed timely, efficiently and accurately
Qualifications for deal manager
  • Excellent written communication skills and highly proficient in the use of Microsoft Excel, Word, and Power Point
  • Strong analytical skills and ability to take data and turn it into compelling business information and metrics that is used to drive data supported decision making
  • Solid business acumen with a solid grasp of finance theory and US GAAP
  • Supporting senior DMT regarding the annual audit of financial accounts of closed-end funds and special purpose entities in Luxemburg
  • Collaboration with external tax advisers with regards to the calculation of taxable results and the preparation of tax returns in Germany and Austria
  • Managing the ongoing reporting obligations towards the Central Banks of Germany and Austria
2

Deal Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of deal manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for deal manager
  • Vet all deals to ensure appropriate approvals have been obtained before contract is drafted or sent to customer
  • Act as First Point of Contact to coordinate, address and resolve any potential BP and Contracts related questions or issues (i.a
  • Follow up to ensure our ERP
  • Engage with and support Sales, Sales Operations and Commercial Operation teams early and upfront in the sales cycle assisting with financial non-pricing related deal structuring of multi-element arrangements including sale orders, lease orders, Professional Services and Maintenance orders to maximize win probability by offering business finance alternatives on complex arrangements
  • On larger deals, managing a proposal manager
  • Developing financial models to analyze economics of distribution deals
  • Leverage existing processes and reporting lead the creation of new methods for early identification of potential attrition to drive early engagement
  • Maintain renewal opportunities and associated data as needed to ensure accuracy • Manage a high volume of engagements concurrently
  • Work together with senior management and sales leads to craft outstanding value propositions and solutions to client needs
  • Actively participate in shaping win strategies and proposal storylines
Qualifications for deal manager
  • Excellent communication skills with the ability to clearly explain to All levels of Sales Management including Vice Presidents deal economics and to contribute to changes to programs across multiple groups
  • Ability to analyze complex revenue situations and make recommendations to resolve issues
  • Drafting and co-ordinating several annual fund Investor Reports
  • Contributing to and assisting in the preparation of investor letters
  • Maintaining financial models for the calculation and tracking of all payments relating to financial products
  • Completed a commercial apprenticeship
3

Deal Manager Job Description

Job Description Example
Our growing company is hiring for a deal manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for deal manager
  • Act as direct contact to the client’s procurement manager, facilitating a smooth proposal process and ensuring that client expectations are met
  • Work actively with Opportunity Centric Marketing and Creative Services to create proposal and other client specific marketing materials and presentations
  • Become a subject matter expert on creating proposals, supporting bid teams and continuously developing general guidelines and processes
  • Act as mentor and coach to less experienced deal managers within the team, assisting those deal managers to find solutions to highly complex scenarios
  • Provide a “hands-on” approach to complex situations or escalations and work cross-functionally
  • Scope and design the end to end solutions for RFP/RFI responses
  • Analyse customer technology baseline, define the business requirements and participate in risk analysis
  • Accountable for architectural design, analysis and documentation
  • Develop and design the solution, the response and proposal documents, prepare Q&As and present to customers in order to influence them
  • Provide material for customer presentations specific to Deals
Qualifications for deal manager
  • Preferably 1-3 years work experience in an accounting based field in a medium sized or big 4 professional services organisation
  • Ideally experience in the DATEV bookkeeping system
  • An affinity for accounting and / or tax
  • Sophisticated analytical and conceptual thinking skills and business and strategic acumen
  • Ability to work autonomously, while also being able to collaborate and influence individuals across the company, including those in senior positions
  • 3+ years’ experience in proposal management with demonstrated results
4

Deal Manager Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of deal manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for deal manager
  • Evaluate technology options, their cost, functionality, operational cost, TCO analysis
  • Participate in knowledge transfer, information and documentation sharing
  • Keep technical competences up to date, with focus on new technologies and their impact to business outcomes, and share the information to support customer competence development
  • Participate and contribute to the evaluation and selection of software and hardware products to the development of standard solutions
  • Collaborate with account managers to develop business cases to effectively evaluate contract options for new and existing Commercial, Medicare and Medicaid customers
  • Collaborate with Legal and account managers on the development of offers, agreements and amendments
  • Ensure contract terms are properly loaded in Revitas, and updated as necessary
  • Maintain electronic and hard copy archives
  • Develop strong working relationships with, and foster communication between, multiple departments
  • Maintain proficiency in modeling tools in use
Qualifications for deal manager
  • Strong commercial acumen with the ability to understand and influence both deals and sales leadership
  • Ability to drive results, manage multiple, multifaceted projects simultaneously and under tight deadlines
  • Takes the initiative, owns outcomes and is comfortable with taking the lead when required
  • 4+ years in sales or other deal building capacity
  • Time management, including ability to organize and prioritize work to meet needs of organization
  • Ability to collect business requirements and translate them into a thorough deal summary
5

Deal Manager Job Description

Job Description Example
Our company is growing rapidly and is looking for a deal manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for deal manager
  • Continually strive to update and expand knowledge of US Healthcare system, and best practices in pharmaceutical contracting
  • Other responsibilities as identified from time to time by department manager
  • Focuses on driving and coordinating the sales process for high priority and high complexity deals including support for contract review
  • Active across all territories within the region (AMS, EMEA or APAC) as required
  • Where engaged, coordinate contractual reviews, incl RFI/RFP responses, through the various company stakeholders
  • Guidance to Sales Support on licencing and procedures including rev rec rules
  • Guidance to Sales Support on contract templates, NDA, customer letters
  • Support Sales within strategic / complex deals to understand and progress a company compliant deal by effciently identifing and driving actions cross-functionally within the Sales Support Team
  • Act as a deal partner, who jointly owns the deal throughout different phases of bid management Pre-Sales, RFI, RFP and BAFO
  • Oversee fulfillment of contractual obligations and ensure that necessary notifications are delivered to clients (including holdback requirements, advertising restrictions)
Qualifications for deal manager
  • Ability to exercise discrimination and judgment in discussing business and legal issues, and engaging resources of other departments
  • Ability to build positive working relationships with business partners, and act as liaison amongst them
  • Ability to interface and communicate appropriately with all levels of organization, customers and third parties
  • Good interpersonal communication skills as needed to work successfully with staff and managers within and outside of function staff at various levels up to VP level
  • Strong analytical skills and ability to work both independently in cross functional teams
  • Ability to function well in a fast-paced, dynamic, international environment with competing priorities

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