← All jobs

Deal Desk Analyst

About the role

• Manage renewals within working hours
• Assist with deal structuring, quoting and pricing, special terms, deal auditing, exception approval management, and coordination with Billing and Account Management
• Track, manage, and execute renewals across the Americas
• Support customer retention efforts with Account Management and Account Services
• Collaborate with Sales, Finance, Accounting, Billing, Operations, and Legal on non-standard deal elements and critical processes
• Participate in pipeline reviews and forecast calls to anticipate Customer Revenue teams' business needs
• Communicate with Account Managers and Sales Management
• Approve, reject, or escalate proposals based on analysis and business judgment
• Surface customer expansion opportunities and risks through data
• Create basic and complex quotes, manage the deal closing process, and manage closed/won opportunities in the CRM
• Handle multiple sales-related responsibilities as assigned

• 3+ years of experience in Deal Desk, Renewals, Legal, Contract Management, Sales Operations, or Finance, preferably within a SaaS environment
• Excellent understanding of and ability to drive or facilitate optimization in Salesforce
• Understanding of subscription-based pricing, professional services, and support fees
• Strong understanding of revenue recognition considerations
• Strong financial modeling and analysis skills
• Program and project management skills
• Excellent written and verbal communication skills
• Fluency in spoken and written English
• Comfortable presenting business cases and complex pricing proposals to senior executives
• Experience with Salesforce.com and CPQ quoting and exception approval workflow systems
• Skilled in orchestrating deal construction and deal governance across multiple cross-functional segments
• Excellent comprehension of detailed pricing models and strategies
• Sound decision-making and strategic planning skills for complex pricing situations
• Critical thinking and change management skills
• Ability to prioritize and work in a high-volume environment
• Ability to work effectively with cross-functional teams and build relationships with them
• Must be located in and authorized to work in Mexico

• Remote work within Mexico
• English-language interview and screening process
• Equal opportunity employment