[Hiring] Deal Desk Director @Bamboo Health

Role Description

As Deal Desk Director, you'll own how every order form and commercial term at Bamboo Health gets structured — from self-serve templates reps complete on their own to customer-paper deals. You'll implement AI tooling that drafts and routes routine work, while owning the calls it can't make — risk, negotiation, and process design that keep deals moving without creating exposure.

This is a builder's role: you'll move the deal desk from a person-dependent process to a scalable operating model with clear intake, templates, approval paths, and reporting. The expectation is not simply to use AI tooling, but to implement it thoughtfully — deciding what routine drafting, routing, and CRM hygiene can be automated, where human review is required, and how the process should improve as volume and complexity grow.

What You’ll Do

• Refine the current ad hoc, Word-doc order form process with clearer intake, ownership, and decision paths.
• Close deal desk requests within SLA — turning unmanaged ad hoc requests into a function reps trust to move fast.
• Assist reps in drafting and negotiating business terms for negotiated order form or customer-paper deals.
• Build the guardrails AI drafts and routes inside of — the clause library, approval thresholds, and templates.
• Guide reps through Bamboo Health's pricing and discounting guardrails, using margin analysis where needed.
• Take full ownership of the deal desk function — intake, templates, approvals, and escalation paths.
• Run Salesforce as the system of record for deal desk — keeping opportunity records accurate.
• Partner with Legal, Finance, and Sales to resolve exceptions and escalations.

What Success Looks Like

In 3 months…

• Every order form runs through one system with split SLAs by type.
• A first version of the deal desk is established and rolled out.
• Identify at least one opportunity to pilot or apply AI or automation.

In 6 months…

• SLA holds at 90%+ for two consecutive months.
• AI-assisted drafting and routing handle most routine order-form and CRM-hygiene work.
• The clause library and approval matrix are mature enough to onboard new reps or deal types.

In 12 months…

• You shape commercial terms practice across deal types.
• Deal desk reporting informs decisions elsewhere in the business.
• The function is running at full speed, demonstrating judgment and process management.

Qualifications

• 12+ years of related experience with a bachelor's degree; or 8 years with a master's; or equivalent experience.
• Deep experience reviewing, drafting, and negotiating complex commercial terms.
• A track record of building process or policy from scratch in an unstructured environment.
• Fluency working alongside AI-assisted drafting and routing tools.
• Cross-functional influence: a record of aligning Legal, Finance, and Sales on a deal.
• Understanding of how deal structure affects revenue recognition.
• Working familiarity with Salesforce (or a comparable CRM).
• Experience with or strong aptitude for CPQ and contract lifecycle management (CLM) tooling.
• Comfort operating in a regulated, healthcare-data business.
• Readiness to operate as a senior individual contributor with the ability to build and lead a team.
• Comfort using or learning AI-supported tools to improve daily workflows.
• A forward-thinking, curious mindset with an openness to experimenting with new technologies.
• Strong analytical and problem-solving skills.
• Proven ability to thrive in fast-paced, high-growth environments.
• Ability to work effectively in a remote-first environment.
• The ability to travel periodically for work.

Benefits

• Join one of the most innovative healthcare technology companies in the country.
• Have the autonomy to build something with an enthusiastically supportive team.
• Learn from working at the highest levels and on the most strategic priorities of the company.
• Receive competitive compensation including health, dental, vision and other benefits.