Drive deal review discussions with the Sales organization.
Proactively drive quote and order execution through strategic deal structuring.
Identify opportunities to streamline and improve quote and order execution processes.
Redwood Software is a leader in full stack automation fabric solutions for mission-critical business processes. They believe in the transformative power of automation, providing solutions to orchestrate, manage, and monitor workflows across any application, service, or server. Redwood has a global team of automation experts and customer success engineers, and they focus on customer success, curiosity, and respect.
Support Account Executives, Customer Success Managers, and Partner Managers throughout the full lifecycle of pricing, quoting, and approvals.
Partner with Finance and Legal to ensure that all deals meet internal policy, margin, and compliance requirements.
Build and maintain reports and dashboards for pipeline health, deal velocity, discount trends, and forecast accuracy.
Entersekt is a leader in digital banking fraud prevention and payment security, including mobile authentication and mobile app security. They enable secure digital transactions for leading financial institutions globally and protect the digital transactions of over 210 million active users.
Build, enhance and manage our CPQ system (DealHub): Own guided selling flows, pricing rules, bundling, and overall setup to help Sales and Post-Sales teams work efficiently and consistently.
Partner with GTM teams: Work closely with Sales, Post-Sales, and Partnerships as a trusted advisor on deal structure, pricing analyses, and non-standard agreements.
Support financial accuracy: Collaborate with Finance, Data Strategy, and Operations to implement and update pricing inputs, ensure deal profitability, and maintain financial serviceability.
Sardine is a leader in fraud prevention and AML compliance, using device intelligence, behavior biometrics, machine learning, and AI to stop fraud before it happens. They have a remote-first work culture with hubs in the Bay Area, NYC, Austin, and Toronto, and have raised $145M from world-class investors.
Design and document standardized approval workflows.
Publish the initial playbook.
Apollo.io is the leading go-to-market solution for revenue teams. The company is Series D, one of the fastest growing companies in SaaS, raising approximately $250 million to date and valued at $1.6 billion. The company culture encourages bold ideas and courageous action.
Lead end-to-end deal support across Deal Strategy and Order Operations.
Build scalable processes that improve forecast reliability and reduce friction.
Serve as the “hub” across Sales, CS, RevOps, Finance, Legal, Business Systems, and Implementation/Services.
Attentive is an AI marketing platform for 1:1 personalization, redefining how brands and people connect. They combine technology with human expertise to build authentic customer relationships and partner with over 8,000 customers across 70+ industries.
Structure complex deals from proposal to close, ensuring compliance, profitability, and alignment with internal policies
Review and approve deals, including pricing, terms, discounting, and contract considerations
Own proposal generation tools and frameworks to enable efficient, accurate, and on-brand proposals
Jobgether uses an AI-powered matching process to ensure candidate applications are reviewed quickly, objectively, and fairly against the role's core requirements, and is then shared directly with the hiring company. They use artificial intelligence (AI) tools to support parts of the hiring process.
Build strong partnerships with the NAMER Central Sales team to expedite deals and enhance process efficiency.
Work with sales leadership to understand team success and develop a tailored enablement and partnership program; focus on strategic advice.
Review and evaluate deals for policy alignment, internal compliance, and booking accuracy; manage all aspects of deal execution.
Vanta helps businesses earn and prove trust by empowering companies to practice better security and prove it with ease. They have a kind and talented team, and while some have prior security experience, many have been successful without it.
Own the end-to-end contracting workflow across customer contracts.
Fully manage contract-related tools such as DocuSign, including template creation, updates, testing, and configuration.
Lead internal training and onboarding for contract-related systems and processes.
Wayvia helps top brands stay ahead using AI, data, and innovation to shape the future of commerce. At Wayvia, you’ll find a team that’s curious, collaborative, and always up for solving what’s next; they move fast, think boldly, and support one another.
Design, build, and optimize Ironclad workflows, approval chains, templates, metadata structures, and automation rules.
Own end-to-end Ironclad contract lifecycle management functionality including intake forms, routing, negotiation, redlines, signature workflows, repository configuration, reporting, and lifecycle automation.
Architect and maintain integrations between Ironclad and Salesforce, including CPQ, Opportunity, Quote, and Order objects.
Marqeta is a Flex First company that allows you to choose your best working environment, whether that be from home or at a company office. We are publicly-traded and offer equity in the company to our employees.
Independently support standard new business, expansion, and renewal deals.
Enforce pricing and approval guardrails consistently across deal types.
Proactively identify top issues causing friction in the sales process and present proposed solutions that will drive efficiency and speed to close.
OpenSesame is transforming workforce development with an AI-powered marketplace of over 50,000 skill-building courses. More than 2,000 companies rely on OpenSesame to develop the world’s most productive and admired workforces.
Research and create sales target lists of potential clients.
Manage all incoming client inquiries and Support a dedicated team of sales representatives.
Maintain accurate client data throughout CRM and different systems.
KBRA Analytics, LLC is a premier product platform for high quality data and advanced analytics. They have seasoned teams of industry specialists across each product and provide unparalleled insight creating a foundation of deeper analysis and rapid discovery for users.