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Senior Manager, Deal Desk

1 hour, 34 minutes ago
United States
Full-time
Senior
Sales Operations
Sales and Business Development
CRM Salesforce
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 24

Description

  • Establish and manage a single intake process for PMRs and deal exceptions, ensuring submissions are complete and accurate.
  • Maintain escalation pathways aligned to policy, margin thresholds, and approval authority.
  • Document deal decisions and maintain auditable records in Salesforce without shadow processes.
  • Review, structure, and recommend outcomes for non-standard deals based on policy, economics, and risk.
  • Facilitate cross-functional reviews for complex, high-stakes, or non-standard opportunities.
  • Manage escalations while balancing speed, rigor, and commercial impact.
  • Partner with Salesforce and CRM teams to build and maintain workflow, routing, and approval automation.
  • Build and deliver reporting on cycle time, approval rates, exception drivers, and trends for leadership.
  • Provide guidance and enablement to sellers on submission quality, escalation logic, and deal structuring best practices.

Requirements

  • Experience in deal desk, pricing, revenue operations, or sales operations.
  • Strong analytical and financial reasoning skills, including margin and discount evaluation.
  • Ability to manage a high-volume queue with strong follow-through and attention to detail.
  • Excellent interpersonal skills and the ability to work with assertive sellers under time pressure.
  • Strong operational judgment and documentation discipline.
  • Familiarity with Salesforce workflow, approvals, and data requirements.
  • Availability to work standard business hours Monday through Friday from 8AM to 5PM, with occasional early or late hours as needed.
  • Ability to record working time daily in the timekeeping system as a non-exempt role.
  • Experience with Salesforce/CRM automation and reporting is preferred.

Benefits

  • Base pay range of $97,750 to $115,000 USD.
  • Eligibility to earn incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including HSA options with company contributions for eligible plans.
  • 14 company-paid holidays, including a full week off at Thanksgiving, plus generous vacation and sick time.
  • Paid parental leave of 8 weeks, along with family medical leave and adoption assistance.
  • 401(k) retirement plan with Traditional and Roth options, match, and an after-tax contribution option.

Interested in this position?

Apply directly on the company website

Apply Now

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