Deal Operations

Posted Yesterday
Be an Early Applicant
8 Locations
In-Office
Entry level
Software • Generative AI
The Role
Coordinate deal operations from commercial proposal through signature and customer handoff. Responsibilities include reviewing quotes, order forms, pricing, and nonstandard terms; coordinating legal and commercial approvals; routing exceptions; maintaining accurate booking and handoff records; identifying discrepancies; and improving deal workflows. The role partners closely with sales, legal, and customer success and requires strong attention to detail, judgment, coordination, and familiarity with enterprise deal processes.
Summary Generated by Built In
Who We Are

Endex builds AI agents that handle complex, end-to-end work for the world's most demanding teams. Today we're deployed across leading financial institutions and Fortune 500 companies, embedded in the tools and workflows they rely on. We operate at the frontier of agentic knowledge work, partnering closely with top AI research labs and backed by the OpenAI Startup Fund. We're on a mission to build the most capable digital coworker in the world.

About the Role

Location: New York City (Primary), Denver, Chicago, Singapore (APAC), London, San Francisco, Austin, Los Angeles
Commitment: 5 Days In-Person

We're looking for someone who catches the details that keep a strong deal from getting over the line.

In Deal Operations at Endex, you'll coordinate the operational steps between an agreed commercial proposal and a clean handoff after signature. You'll partner with sales, legal and customer success to keep deals moving.

Your Key Responsibilities
  • Run Deal Intake: Check quotes, order forms, approved pricing and nonstandard terms before they reach a customer or internal approver.

  • Coordinate Approvals: Keep sales, legal and commercial decision makers aligned on exceptions, obligations and signature readiness.

  • Manage Exceptions: Route nonstandard requests to the right decision-makers and follow up.

  • Maintain Accurate Deal Records: Translate signed terms into complete booking and handoff records, flagging discrepancies before they affect downstream teams.

  • Build Better Workflows: Document recurring issues and improve the path to signature.

What We're Looking For
  • Deal Experience: You've supported complex commercial transactions or enterprise sales processes.

  • Detail-Oriented: You spot inconsistencies across proposals, contracts and CRM records.

  • Strong Coordinator: You can keep multiple owners moving against a deadline.

  • Sound Judgment: You know which issues need legal or commercial review.

  • Commercial Precision: You understand how a quote, contract and customer record connect, and can spot inconsistencies without slowing a deal unnecessarily.

Nice to Have
  • Experience with contract or order-management systems

  • Enterprise procurement familiarity

  • Experience with CPQ, order management or enterprise deal-desk workflows

Full-Time Benefits
  • Health & Dental Insurance

  • Monthly Wellness Stipend

  • 401K Matching

Skills Required

  • Experience supporting complex commercial transactions or enterprise sales processes
  • Strong attention to detail and ability to identify inconsistencies across proposals, contracts, and CRM records
  • Ability to coordinate multiple stakeholders against deadlines
  • Sound judgment regarding issues requiring legal or commercial review
  • Understanding of the relationship between quotes, contracts, and customer records
  • Experience with contract or order-management systems
  • Familiarity with enterprise procurement
  • Experience with CPQ, order management, or enterprise deal-desk workflows
Am I A Good Fit?
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The Company
HQ: New York, New York
19 Employees
Year Founded: 2022

What We Do

Modern Intelligence Layer for Financial Firms.

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