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Deal Desk Associate

Roles & Responsibilities

  • 2+ years of experience in deal desk, sales operations, legal operations, contracts management, or a similar function (SaaS experience strongly preferred)
  • Strong project management skills with the ability to track multiple procurement processes simultaneously and keep stakeholders aligned
  • Sharp attention to detail when reviewing contracts, questionnaires, and deal documentation
  • Located in the US or Canada

Requirements:

  • Project manage late stage deal progression — manage security questionnaires, legal redlines, and other requirements to keep deals moving on schedule
  • Collaborate with Account Executives to ensure smooth communication, accountability, and momentum across all active late stage deals
  • Act as an internal subject matter expert on Fathom’s Terms of Service, security posture, and procurement processes, supporting both internal teams and prospects
  • Coordinate with cross-functional teams (Engineering, Security, and Customer Success) to address technical requests and manage post-deal data migrations

Job description

ABOUT FATHOM

We think it’s broken that so many people and businesses rely on notes to remember and share insights from their meetings.


We created Fathom to eliminate the needless overhead of meetings. Our AI assistant captures, summarizes, and organizes the key moments of your calls, so you and your team can stay fully present without sacrificing context or clarity. From instant, searchable call summaries to seamless CRM updates and team-wide sharing, Fathom transforms meetings from a source of friction into a place for alignment and momentum.


We started Fathom to rid us all of the tyranny of note-taking, and people seem to really love what we've built so far:

🥇 #1 Most Used App of the Year on HubSpot for 2025

🔥 #1 Rated on G2 with 4,500+ reviews and a perfect 5/5 rating

🥇 #1 Product of the Day and #2 AI Product of the Year

🚀 Most installed AI meeting assistant on both the Zoom and HubSpot marketplaces

📈 We’re hitting revenue and usage records every week

We're growing incredibly quickly, so we're looking to grow our small but mighty team.

We think you’ll be pretty excited about Fathom too if you give it a try. Sign up today (it’s free)!

WHY YOU SHOULD JOIN US

  • Opportunity for impact. We’re established enough to ship instead of fighting fires and early enough that your work will have a real impact.

  • Startup experience. You’ll work closely with our CEO, a 2X Founder/CEO with a background in computer science and product design.

  • We embrace being fully remote. We schedule meetings sparingly and instead heavily use async comms (Slack, Notion, Loom)

ABOUT THE ROLE

We’re adding our first Deal Desk Associate to support our growing sales organization. In this role, you’ll project manage deals through the procurement stage — ensuring security reviews, legal negotiations, and post-sale migrations are handled smoothly and efficiently.

You’ll collaborate closely with Account Executives to keep deals moving forward while maintaining clear communication across Legal, Security, Engineering, and Customer Success. You’ll also become a subject matter expert on Fathom’s Terms of Service, security posture, and standard procurement positions.

If you love orchestrating deal cycles, working cross-functionally, and creating structure in fast-moving environments, this role is your opportunity to make a huge impact on our growth.

Core Responsibilities

  • Project manage late stage deal progression — manage security questionnaires, legal redlines, and other requirements to keep deals moving on schedule.

  • Collaborate with Account Executives to ensure smooth communication, accountability, and momentum across all active late stage deals.

  • Act as an internal subject matter expert on Fathom’s Terms of Service, security posture, and procurement processes, supporting both internal teams and prospects.

  • Coordinate with cross-functional teams (Engineering, Security, and Customer Success) to address technical requests and manage post-deal data migrations.

  • Streamline and scale procurement operations by building repeatable processes, documentation, and best practices.

WHO WE THINK WILL THRIVE (Requirements):

  • 2+ years of experience in deal desk, sales operations, legal operations, contracts management, or a similar function (SaaS experience strongly preferred).

  • Strong project management skills — able to track multiple procurement processes simultaneously and keep stakeholders aligned.

  • Sharp attention to detail when reviewing contracts, questionnaires, and deal documentation.

  • Excellent written and verbal communication skills; able to translate complex legal/security topics into clear, concise updates.

  • Comfortable working cross-functionally with Legal, Security, Engineering, and Sales.

  • Excited to create order in ambiguity — you’ll be building the foundation of this function at Fathom.

  • Located in the US or Canada.

ABOUT OUR HIRING PROCESS

  • You’ll meet several members of the team — we want you to know who you’ll be partnering with.

  • We’ll explore how you approach project management, stakeholder alignment, and contract/security workflows.

  • You may be asked to walk us through a procurement project you’ve managed, highlighting how you balanced competing priorities and kept the deal on track.

  • We believe in transparency — ask us anything about the role, company, day-to-day expectations, and outcomes. No surprises.

  • We move fast: expect a 2–3 week process from start to finish.

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