Carex is partnering with a mission driven healthtech partner within the healthcare navigation space to find a detail-oriented and strategic Manager, Sales Operations to lead and own the quote-to-order process for new business, renewals, and expansions. This role plays a key part in enabling clean, compliant, and scalable bookings by collaborating across Sales, Renewals, Finance, Legal, Product, and more. The ideal candidate will thrive in fast-paced environments, have a strong grasp of commercial terms and approval governance, and bring a proactive mindset to improving deal velocity and operational rigor. This is a remote employee but candidates should reside in WI or Chicago, IL area.
What You’ll Do
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Own the quote-to-order process for new business, renewals, and expansions, ensuring all agreements are revenue-ready and accurately maintained in Salesforce.
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Advise Sales and Renewal Managers on commercial terms, reviewing and routing non-standard requests across cross-functional stakeholders.
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Coordinate with internal and external counsel to manage contract redlines and ensure timely legal resolutions.
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Maintain approval matrices, document exceptions, and enforce pricing/discount policy adherence.
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Manage contract workflow, including MSA, SOW, BAA/DPA, COI/W-9, and related municipal forms, ensuring clean hand-offs to Billing and Customer Success.
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Own the full RFP/RFI/RFQ response process, from intake to submission and archiving, ensuring compliant and timely delivery.
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Enhance and maintain clause libraries, approval templates, and response libraries.
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Identify friction points in the quote-to-cash process and implement process improvements and tooling upgrades across CRM/CPQ/CLM/e-signature systems.
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Drive analytics and publish dashboards on deal cycle time, discounting, ACV/TCV, exception rates, and retention metrics.
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Lead enablement initiatives for Sales and Renewals teams around deal desk processes and tools.
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Engage professionally with city and municipal leaders, including chiefs, city managers, finance, HR, and legal counterparts.
What You’ll Bring
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4–7+ years of experience in Deal Desk, Sales Operations, Contracts, or Revenue Finance supporting complex B2B or public-sector deals; or 1–2+ years post-MBA.
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Strong understanding of commercial terms (pricing, liability, indemnities, SLAs, data/privacy) and deal governance frameworks.
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Proven experience managing contract negotiations with internal and external counsel.
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High proficiency in Salesforce; experience with CPQ, CLM, and e-signature tools (e.g., DocuSign) strongly preferred.
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Advanced Excel skills; familiarity with BI tools or SQL is a plus.
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Excellent communication and stakeholder engagement skills, especially with senior municipal decision-makers and legal teams.
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Impeccable attention to detail and commitment to documentation accuracy and Salesforce hygiene.
Compensation
The expected salary range for this role is $70k-$90k, plus bonus and equity, depending on experience and qualifications. If the range doesn’t align with your needs, please still apply! Carex values transparency in all steps of the recruiting process. The range listed above is dependent on skills and experience as it relates to the role. New roles arise every day, and we want you to be the first to know when the right role pops up for you.
Carex Consulting Group is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, or Veteran status.
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