Senior Manager - Deal Governance

Role & responsibilities

Sr. Manager-Deal Governance

Key Responsibilities:

Deal Review Management

• Schedule and coordinate deal approval calls between Vertical leadership and Sales leadership teams
• Prepare necessary documentation and materials required for deal review meetings
• Distribute agendas and relevant information to participants prior to meetings
• Document key decisions, action items, and follow-up requirements from each review

Executive Escalation Management

• Coordinate and schedule Senior Executive escalation reviews for high-priority or complex deals
• Ensure all required information is available to support executive decision-making
• Create and maintain an escalation tracking system to monitor resolution progress
• Provide regular status updates to stakeholders on escalated matters

Stakeholder Communication

• Maintain proactive communication with key stakeholders regarding review outcomes and approvals
• Implement follow-up protocols to ensure timely responses from all required approvers
• Track pending approvals and send reminders to maintain deal momentum
• Create and distribute summary reports of approval statuses to relevant teams
• Serve as the point of contact for questions related to the approval process

Process Compliance and Monitoring

• Monitor adherence to internal Deal Governance processes across all sales regions
• Audit deal documentation to ensure compliance with established protocols
• Identify process bottlenecks and opportunities for improvement
• Create and maintain process documentation and best practices guidelines
• Provide guidance to sales teams on governance requirements

Reporting and Analysis

• Generate exception reports for deals not conforming to standard procedures
• Escalate compliance issues to appropriate management channels
• Develop and maintain dashboards tracking key governance metrics
• Analyze trends in approval timelines and compliance rates
• Prepare periodic reports for leadership on governance effectiveness

Salesforce Optimization

• Drive continuous improvement in Salesforce processes related to deal governance
• Identify and implement workflow enhancements in Salesforce
• Collaborate with Salesforce administrators to develop more efficient approval workflows
• Train team members on proper Salesforce documentation for deal approvals
• Monitor data quality in Salesforce related to the deal approval process

Success Metrics

• Timely completion of deal reviews and approvals
• Reduction in process exceptions and non-conformance issues
• Improvement in Salesforce data quality and workflow efficiency
• Stakeholder satisfaction with the governance process
• Decrease in approval cycle times while maintaining compliance

Preferred candidate profile

Education Requirements: MBA Finance

Experience Requirements: 5 10 years ( preferably in BPO)

To succeed in this position, you must:

• Strong organizational and project management skills
• Excellent verbal and written communication abilities
• Proficiency with Salesforce CRM and Microsoft Office suite
• Ability to work with senior executives and manage confidential information professionally
• Detail-oriented with strong follow-through capabilities
• Experience in sales operations, deal desk, or similar roles preferred
• Be attentive to details and have the willingness to learn and contribute.
• Have positive attitude at work.
• Be able to adjust quickly and smoothly to changing priorities and conditions.
• Have strong analytical skills; be able to interpret data, identify trends, and make suggestions for improvements.
• Be pro-active in developing trust and professional rapport with employees and team members; work as a team-player.