[Remote] Deal Operations

Note: The job is a remote job and is open to candidates in USA. Sword Health is shifting healthcare from human-first to AI-first through its AI Care platform, making world-class healthcare available anytime, anywhere. The Deal Operations manager will act as the central nervous system for deal execution, partnering with various departments to develop proposals, negotiate deals, and improve processes to enhance deal velocity and efficiency.

Responsibilities

• Own the end-to-end RFP, RFI, and proposal response process: intake and qualification, timeline ownership, draft assembly, and on-time submission of high-quality responses
• Coordinate input from Sales, Legal, Finance, Security, and Product subject-matter experts to assemble accurate, persuasive responses, and chase contributors to hit submission deadlines
• Build and maintain a reusable proposal content library - answer bank, boilerplate, case studies, and security/compliance responses - to raise quality and shorten turnaround
• Translate commercial intent into clear pricing, packaging, and SKU guidance within proposals, and route pricing and non-standard terms through the approval matrix before anything is submitted to a customer
• Partner with Sales to tailor proposals to buyer priorities while protecting standard terms, margin, and the integrity of the deal structure
• Own CRM data quality and SFDC governance: enforce field completion requirements before deals advance stages, and maintain accurate ownership, split credits, and attribution
• Own the commercial approval matrix and manage approval workflows in CRM and CLM tools (Ironclad, Spotdraft), in partnership with the SFDC admin
• Manage discounting compliance: validate quote configuration and pricing accuracy, route non-standard discount requests for approval, and flag deals requiring executive sign-off
• Manage the full contract workflow from first draft to countersignature, maintaining the clause library, quote templates, and product catalog
• Negotiate commercial terms directly with customers within approved parameters
• Orchestrate redline reviews: perform the first read on vendor paper, assign review by topic to Legal, Finance, or Risk Management, and ensure deviations from standard MSA/Order Form receive appropriate approval before execution
• Ensure every signed contract reflects the approved deal structure
• Drive continuous improvement of proposal, deal, and contracting processes: identify failure points, document fixes, and enforce adherence across all participants
• Build AI-native tooling with internal teams to meaningfully scale commercial processes, reduce manual effort, and accelerate time-to-close
• Track and analyze deal and proposal patterns to identify bottlenecks and propose data-driven improvements, embedding approved structures back into Salesforce and CPQ
• Maintain and improve deal documentation: approval policies, pricing guidelines, SKU guidance, and process playbooks

Skills

• 3–5 years in a deal desk, commercial contracting, or commercial/sales operations role in a B2B SaaS environment
• Owned RFP/RFI and proposal responses end-to-end: coordinating cross-functional input, managing deadlines, and owning the quality of what reaches the customer
• Managed contract workflows end-to-end: from quote validation and approval routing through redlining, execution, and repository management
• Negotiated commercial terms directly with enterprise customers: payment terms, SLAs, liability positions
• Enforced process and policy discipline across Sales, Legal, and Finance without direct authority over those teams
• Operated within a CLM environment (Ironclad, Spotdraft, or equivalent) and maintained a CRM (Salesforce strongly preferred), with exposure to CPQ tooling, as a system of record for deal data
• Commercial acumen: you understand pricing architecture, deal structures, and how individual contract terms translate to downstream business and financial risk
• Proposal & RFP development: you produce clear, persuasive, well-structured proposals and RFP responses, coordinate SMEs to a deadline, and build reusable content that scales quality across the team
• Contract literacy: you can read and interpret standard MSA and Order Form language, identify non-standard clauses, and know which deviations require Legal vs. Finance vs. executive review
• Customer-facing confidence: you lead redline conversations with enterprise buyers directly, professionally, and without escalating prematurely, you hold the line on approved positions and know when to escalate vs. when to close
• Process discipline: you document what you do, systematize what recurs, flag what breaks, and drive improvement. You leave processes better than you found them
• Automation mindset: you look at a manual process and immediately think about how to reduce it, whether through better tooling, workflow automation, or smarter handoffs
• Written communication: your emails, redline comments, and internal memos are clear, precise, and calibrated to the audience

Benefits

• Comprehensive health, dental and vision insurance*
• Life and AD&D Insurance*
• Financial advisory services*
• Supplemental Insurance Benefits (Accident, Hospital and Critical Illness)*
• Health Savings Account*
• Equity shares*
• Discretionary PTO plan*
• Parental leave*
• 401(k)
• Flexible working hours
• Remote-first company
• Paid company holidays
• Free digital therapist for you and your family
• *Eligibility: Full-time employees regularly working 25+ hours per week

Company Overview