Deal Desk Analyst

This is a fully remote position, open to applicants in Mexico.

📋 Description

• Oversee renewals during business hours.

• Assist in the structuring of deals, quoting and pricing, special terms, auditing of deals, managing exception approvals, and coordinating with Billing and Account Management.

• Monitor, manage, and execute renewals throughout the Americas.

• Aid in customer retention initiatives alongside Account Management and Account Services.

• Work collaboratively with Sales, Finance, Accounting, Billing, Operations, and Legal on non-standard deal components and essential processes.

• Engage in pipeline reviews and forecasting discussions to anticipate the needs of Customer Revenue teams.

• Liaise with Account Managers and Sales Management.

• Evaluate, approve, reject, or escalate proposals based on analysis and business judgment.

• Identify customer expansion opportunities and potential risks through data analysis.

• Generate basic and complex quotes, oversee the deal closing process, and manage closed/won opportunities within the CRM.

• Manage multiple sales-related tasks as assigned.

⛳️ Requirements

• A minimum of 3 years of experience in Deal Desk, Renewals, Legal, Contract Management, Sales Operations, or Finance, ideally in a SaaS setting.

• Strong knowledge of Salesforce with the ability to drive or facilitate optimizations.

• Familiarity with subscription-based pricing, professional services, and support fees.

• Comprehensive understanding of revenue recognition principles.

• Proficient in financial modeling and analysis.

• Strong program and project management abilities.

• Exceptional written and verbal communication skills.

• Proficient in spoken and written English.

• Comfortable presenting business cases and complex pricing proposals to senior executives.

• Experience with Salesforce.com and CPQ quoting, as well as exception approval workflow systems.

• Skilled in orchestrating deal construction and governance across various cross-functional segments.

• Excellent understanding of detailed pricing models and strategies.

• Strong decision-making and strategic planning capabilities for complex pricing scenarios.

• Excellent critical thinking and change management skills.

• Ability to prioritize tasks and work effectively in a high-volume environment.

• Ability to collaborate effectively with cross-functional teams and build relationships.

• Must reside in and be authorized to work in Mexico.

🏝️ Benefits

• Opportunity for remote work within Mexico.

• English-language interview and screening process.

• Commitment to equal opportunity employment.