Clinic Manager overseeing daily operations and patient care at Medcor's occupational health clinic. Collaborating with key stakeholders to ensure effective clinic workflows and logistics.
About the role
- Lead the development and project management of sales proposals and pitch materials, ensuring alignment with strategic pitch direction, and company standards.
- Partner with Sales Leadership, Cross-Functional SME’s, and Finance to prepare high-quality, accurate, and on-time proposals for new business opportunities.
- Project manage all pricing, audit, data, and insights requests that inform deal strategy and proposal development.
- Serve as a strategic partner to the sales team - structuring deals, modeling outlooks and revenue waterfalls, and providing commercial insights that inform pitching, forecasting and pipeline planning.
- Serve as a key point of contact for Marketplace Partnerships deal desk inquiries - providing clarity on processes, documentation requirements, and approval workflows.
- Partner with leadership and internal stakeholders to ensure clean handoffs between Sales, Finance, and Client Services Teams once a deal is closed.
- Maintain high standards of CRM data hygiene, ensuring pipeline accuracy, deal stage tracking, and consistent forecasting inputs.
- Audit HubSpot data regularly to ensure opportunities reflect the latest commercial details, client and contract information, and stage progressions.
- Provide weekly pipeline and deal status reports to Sales leadership, flagging key trends, delays, or risks.
- Partner on pricing alignment, deal valuations, and approval requirements.
- Collaborate on process optimization, CRM data integrity, and reporting needs.
- Collaborate and facilitate pitch development, and smooth handover post-deal execution.
- Ensure pitch materials, case studies, and proposal templates remain current and aligned with brand positioning.
- Document Marketplace Partnerships–specific deal desk processes and lead training sessions as needed on proposal standards, deal workflows, and CRM best practices.
Requirements
- Bachelor’s degree in Business, Finance, or related field.
- 5+ years of experience in deal desk, sales operations, or commercial enablement within a digital, ecommerce, or technology-driven environment.
- Strong experience managing proposal development and deal workflows across multiple stakeholders.
- Advanced proficiency with HubSpot CRM (pipeline management, reporting, and opportunity tracking).
- Exceptional organization, communication, and project management skills, with the ability to manage multiple concurrent priorities.
- Strong attention to detail, accountability, and a passion for driving process excellence.
- Demonstrated success in improving operational efficiency and supporting cross-functional teams.
Benefits
- Health, dental, and vision
- 401K matching up to 3%
- PTO
- Summer Fridays
- Wellness and commuter benefits
- Work with a fun, consultative team of experts
- Location - headquartered in SoHo, New York City with offices in San Diego, Hamburg and Bratislava
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