Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Corey A. Carlson

Senior Manager Deal Desk
San Francisco,CA

Summary

Senior Deal Desk Manager with extensive experience supporting organizations in closing revenue, optimizing deal processes, and driving operational efficiency. Proven track record in standing up deal desk functions, creating scalable approval frameworks, analyzing business performance, and supporting cross-functional teams in sales, legal, finance, and customer success. Adept at aligning deal structures with corporate strategy while balancing risk and revenue growth.

Overview

7
7
years of professional experience

Work History

Senior Manager, Deal Desk

Lantern Care
San Francisco, California
10.2024 - 08.2025
  • Built and scaled the Deal Desk function within 90 days, establishing approval processes and operational frameworks.
  • Created the company’s first Delegation of Authority (DOA) covering 50+ commercial terms.
  • Partnered with Sales, Legal, and Customer Success to evaluate feasibility of ad-hoc deal structures, redlines, and performance guarantees.
  • Drove standardization of contracts, renewals, and pricing guardrails to improve speed and compliance.
  • Supported forecasting and reporting on deal closure and pipeline health.
  • Established strong relationships with stakeholders, ensuring long-term partnerships and repeat business.
  • Implemented and developed operational standards, policies and procedures.

Regional Sales Manager

Zizzl Health
San Francisco, California
06.2024 - 10.2024
  • Sold ICHRA solutions to benefit consultants across Northern California.
  • Educated partners on market trends and regulatory considerations to expand adoption.

Director of Customer Success

Benefitbay
San Francisco , California
05.2023 - 04.2024
  • Led and developed a team of 2 CSMs, managing a portfolio of insurance/benefits clients.
  • Negotiated partner agreements and built processes that improved client satisfaction and retention.
  • Identified opportunities for upsell/renewal while maintaining service excellence.
  • Served as an escalation point for resolving complex client issues, restoring trust in company products/services when needed.

Senior Customer Success Manager

Apree Health (Castlight)
San Francisco , California
05.2022 - 05.2023
  • Managed a $2.2M ARR book of business, supporting adoption and engagement targets.
  • Delivered customer insights via data analysis, webinars, and tailored workshops.
  • Built client relationships that expanded product utilization and renewal likelihood.

Deal Desk Manager

Castlight Health
San Francisco , California
10.2021 - 08.2022
  • Oversaw deal desk operations supporting all commercial sales.
  • Guided field teams through complex deal structures to optimize pricing, risk, and revenue.
  • Presented deal structures to senior leadership for approval.
  • Partnered with Legal and Finance to finalize contracts, balancing compliance and speed-to-close.

Deal Desk Analyst

Castlight Health
San Francisco , California
03.2020 - 10.2021
  • Supported contracting for commercial sales, ensuring terms aligned with company policy.
  • Partnered with Sales and Legal to resolve redlines and streamline negotiations.
  • Audited contracted deals in CRM to ensure reporting accuracy for Finance.

Sales Development Representative

Lever
San Francisco, CA
01.2019 - 08.2019
  • Ranked Top 10% performer, generating $165K+ in new pipeline revenue.

Sales Development Representative

Zenefits
San Francisco, California
06.2018 - 12.2018
  • Top 10% performer, consistently exceeding quota through high-volume outbound outreach.

Education

Bachelor of Science - Biology

San Francisco State University
San Francisco, CA
01.2017

Skills

  • Deal Desk Management & Approval Frameworks

  • Pricing & Contract Negotiations

  • Docusign CLM

  • Salesforce & CPQ

  • Forecasting & Pipeline Reporting

  • Business Analysis (Excel)

  • Cross-Functional Collaboration (Sales, Legal, Finance, CS)

  • Renewal & Retention Strategy

  • Analytical & Creative Problem Solving

  • Operation building

Timeline

Senior Manager, Deal Desk

Lantern Care
10.2024 - 08.2025

Regional Sales Manager

Zizzl Health
06.2024 - 10.2024

Director of Customer Success

Benefitbay
05.2023 - 04.2024

Senior Customer Success Manager

Apree Health (Castlight)
05.2022 - 05.2023

Deal Desk Manager

Castlight Health
10.2021 - 08.2022

Deal Desk Analyst

Castlight Health
03.2020 - 10.2021

Sales Development Representative

Lever
01.2019 - 08.2019

Sales Development Representative

Zenefits
06.2018 - 12.2018

Bachelor of Science - Biology

San Francisco State University

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Corey A. CarlsonSenior Manager Deal Desk