
Senior Manager, Deal Excellence
OneTrust
full-time
Posted on:
Location Type: Hybrid
Location: West Chester • Florida, Massachusetts, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $122,000 - $209,000 per year
Job Level
Senior
Tech Stack
ERP
About the role
- Design, implement, and maintain deal management tools (e.g., CPQ systems, pricing calculators, approval workflows)
- Partner with IT and business stakeholders to integrate tools into CRM and ERP platforms for seamless user experience
- Drive adoption of tools through training, documentation, and ongoing support
- Analyze current deal workflows to identify bottlenecks and inefficiencies
- Develop standardized processes for pricing, approvals, and contract execution
- Implement automation and digital solutions to reduce manual effort and accelerate deal cycle times
- Establish clear approval matrices and guardrails for deal structuring
- Ensure compliance with pricing policies, discount thresholds, and contractual standards
- Work closely with Key Account Management, Offer Development, Finance, Legal, HCC, and Operations to align on deal strategy and execution
- Serve as a subject matter expert on deal tools and processes, providing guidance and best practices
- Facilitate workshops and feedback sessions to continuously improve deal excellence initiatives
- Define KPIs for tool utilization, process efficiency, and deal turnaround times
- Provide insights and dashboards to leadership on deal performance and process improvements
- Recommend enhancements based on data-driven analysis and stakeholder feedback
Requirements
- Minimum of a Bachelor’s degree in Business, Finance, Economics or related field is required.
- An MBA and/or an advanced degree is preferred.
- Minimum of 8 years combined experience in Finance, Pricing, Contracting, Marketing, Commercial Leadership, HEMA or related business experience
- Minimum of 3 years working in Orthopaedics
- Proven experience in process optimization and tool implementation (CRM, CPQ, workflow automation)
- Excellent analytical, problem solving, project management, and change management skills
- Experience in building scalable commercial processes in a global organization (preferred)
- Familiarity with digital transformation initiatives and automation technologies (preferred)
- Strong communication and stakeholder management skills (preferred)
- Financial acumen, with an understanding business models and monetization strategy (preferred)
- Proven experience in challenging the status quo, thinking differently and challenging cultural norms (preferred)
- Ability to influence others and create alignment in a multi-stakeholder environment (preferred)
- Proven ability to manage through constructive conflict (preferred)
- Ability to prioritize and to successfully manage multiple projects/priorities (preferred)
Benefits
- medical, dental, vision, life insurance
- short- and long-term disability
- business accident insurance
- group legal insurance
- 401(k) plan
- long-term incentive program
- Vacation –120 hours per calendar year
- Sick time - 40 hours per calendar year; for employees who reside in the State of Washington –56 hours per calendar year
- Holiday pay, including Floating Holidays –13 days per calendar year
- Work, Personal and Family Time - up to 40 hours per calendar year
- Parental Leave – 480 hours within one year of the birth/adoption/foster care of a child
- Condolence Leave – 30 days for an immediate family member: 5 days for an extended family member
- Caregiver Leave – 10 days
- Volunteer Leave – 4 days
- Military Spouse Time-Off – 80 hours
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
deal management toolsCPQ systemspricing calculatorsapproval workflowsprocess optimizationtool implementationworkflow automationdata-driven analysisKPI definitioncontract execution
Soft skills
analytical skillsproblem solvingproject managementchange managementcommunication skillsstakeholder managementinfluenceprioritizationconflict managementprocess improvement
Certifications
Bachelor’s degreeMBAadvanced degree