Carex is partnering with a tech start-up to identify a highly organized, analytical, and solutions-oriented Sales Ops & Deal Desk Lead. This individual will play a key role in supporting commercial growth by strengthening deal execution, improving sales processes, and providing actionable insights that drive business performance. This hands-on position combines deal desk management with broader sales operations responsibilities, including contract administration, pricing support, CRM optimization, reporting, forecasting, and sales enablement. The ideal candidate brings a strong understanding of complex B2B sales environments, commercial agreements, and operational best practices, along with the ability to balance strategic initiatives with day-to-day execution. Must be able to navigate the fast-paced nature and ambiguity of a startup environment.
Duration: Direct Hire
Location: Milwaukee, WI requiring 2 days/week in-office
Salary: $95,000-115,000
What You'll Do
Manage the end-to-end deal desk process for new business, renewals, and account expansions, ensuring accurate documentation, efficient execution, and alignment with internal policies.
Partner with commercial teams to structure deals, develop pricing proposals, evaluate contract terms, and navigate non-standard requests and approval requirements.
Coordinate contract preparation, negotiations, legal reviews, and execution while maintaining standardized templates, approval workflows, and accurate records.
Oversee RFPs, RFIs, and other procurement-related activities, coordinating cross-functional input, managing deadlines, and ensuring complete and compliant submissions.
Develop and maintain Salesforce dashboards, reports, and performance metrics to provide visibility into pipeline health, sales activity, conversion rates, renewals, and revenue trends.
Support sales forecasting and business planning through pipeline analysis, KPI tracking, performance reporting, and actionable recommendations to leadership.
Maintain Salesforce data integrity, establish CRM best practices, and partner with internal teams to improve system functionality, automation, and reporting capabilities.
Develop and deliver sales enablement resources, training materials, and process documentation to support consistent execution across Sales and Customer Success teams.
Collaborate with Marketing and other stakeholders to strengthen lead management, improve sales funnel visibility, and ensure alignment across commercial operations.
Identify operational inefficiencies and implement scalable processes, tools, and workflows that improve deal turnaround times, contract management, and overall sales productivity.
Lead cross-functional projects and continuous improvement initiatives that enhance commercial effectiveness, strengthen internal collaboration, and support organizational growth.
What You'll Bring
5+ years of experience in Sales Operations, Revenue Operations, Deal Desk, Commercial Operations, Contract Management, or a related function supporting complex B2B transactions.
Demonstrated experience managing commercial deal execution and sales operations responsibilities, including contract processes, reporting, KPIs, and sales enablement.
Strong understanding of commercial contracts, pricing structures, discounting, approval processes, and negotiation practices.
Experience coordinating contract reviews, managing redlines, and collaborating with legal and financial stakeholders.
Hands-on Salesforce experience, including building reports and dashboards, maintaining data quality, and supporting pipeline management.
Advanced Excel skills and strong analytical capabilities, with the ability to translate complex data into meaningful business insights.
Experience supporting sales forecasting, performance reporting, and operational planning.
Familiarity with formal procurement processes, proposal development, and RFP coordination.
Experience developing process documentation, delivering training, and supporting…