Director, Deal Desk

The posting, as Bamboo Health wrote it

Bamboo Health is the leader in Real-Time Care Intelligence™ solutions aimed at improving lives for everyone experiencing physical and behavioral health challenges. We are driven by our mission to empower clients to deliver seamless, high-quality and cost-effective care during pivotal moments to improve health outcomes. From coast to coast, Bamboo Health partners with all major retail pharmacy chains, 52 states and territories, 100% of the top 10 best hospitals and more than half of the country’s largest health plans to improve more than 1 billion patient encounters annually. Join us in improving lives during pivotal care moments!
Summary:
As Deal Desk Director, you'll own how every order form and commercial term at Bamboo Health gets structured, from self-serve templates reps complete on their own to customer-paper deals. You'll implement AI tooling that drafts and routes routine work, while owning the decisions it can't make, including risk, negotiation, and process design that keep deals moving without creating exposure.
This is a builder's role: you'll move the deal desk from a person-dependent process to a scalable operating model with clear intake, templates, approval paths, and reporting. You'll also lead our Proposal Management function, driving greater consistency, efficiency, and accountability in the enterprise-wide RFP process. The expectation is not simply to use AI tooling, but to implement it thoughtfully, identifying opportunities to automate routine work while ensuring appropriate oversight and continuous process improvement.
What You’ll Do:

• Refine the current ad hoc, Word-doc order form process with clearer intake, ownership, and decision paths, so order forms are created quickly, consistently, and correctly.
• Close deal desk requests within SLA — turning unmanaged ad hoc requests into a function reps trust to move fast.
• Assist reps in drafting and negotiating business terms for negotiated order form or customer-paper deals, protecting Bamboo Health's must-haves while keeping deals on schedule.
• Build the guardrails AI drafts and routes inside of — the clause library, approval thresholds, and templates that let routine work run itself — and review non-standard AI-drafted output before it goes out.
• Guide reps through Bamboo Health's pricing and discounting guardrails, using margin analysis where needed and bringing the right Sales, Finance, and cross-functional leaders into approval decisions before exceptions move forward.
• Lead and continuously improve the Deal Desk function, establishing scalable processes, clear ownership, approval workflows, and escalation paths while ensuring the team delivers timely, high-quality commercial support.
• Run Salesforce as the system of record for deal desk — keeping opportunity records accurate against every order form that goes out, AI-drafted or otherwise, and building the reporting this function runs on so cycle time, exception volume, and where deals stall are visible

[…]
ing at the highest levels and on the most strategic priorities of the company, including from world class investors and advisors.

• Receive competitive compensation including health, dental, vision and other benefits.

Belonging at Bamboo

We Care. #BambooHealthValuesCare

Every human being has the right to the best possible healthcare. Our Real-Time Care Intelligence™ solutions enable healthcare professionals to see and treat every individual as a whole person by providing the right information, at the right time – regardless of physical, behavioral or social barriers.

We’re a great place to work because we care. We continually seek to learn about our differences and ensure the unique perspectives and contributions of all employees are welcome, valued and celebrated.

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