Deal Management Specialist

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

📋 Description

• Collaborate with Sales teams to evaluate and scrutinize intricate deals for compliance with policy, pricing, and revenue recognition.

• Aid in structuring and pricing deals to enhance profitability and deliver customer value.

• Review customer contracts, pinpoint risks and opportunities, and collaborate with Legal to ensure compliance.

• Support Sales during contract negotiations by providing insights and recommendations.

• Examine and process incoming orders for completeness and adherence to policies.

• Process orders using Salesforce while adhering to financial and operational standards.

• Facilitate communication among Sales, Finance, Legal, Product, and other departments.

• Manage Salesforce cases, including providing quoting assistance and handling customer cancellations.

• Take part in deal review meetings and offer cross-functional insights.

• Assess processes and propose enhancements to efficiency, accuracy, and customer experience.

• Assist in user acceptance testing for system enhancements.

• Work on special projects as assigned by management.

• Oversee the deal lifecycle from structuring and pricing to contract management and order processing.

• Analyze deal performance and assist with revenue processes.

⛳️ Requirements

• A minimum of 2 years of experience in deal desk, order management, or similar roles within the technology sector.

• Strong grasp of SaaS sales processes, contract terms, and principles of revenue recognition.

• Proficient in analyzing complex deals, pricing models, and financial metrics.

• Exceptional communication and interpersonal skills, with the capability to collaborate effectively across teams.

• High attention to detail and precision when handling financial data and contracts.

• Ability to excel in a fast-paced, dynamic environment while managing multiple priorities and deadlines.

• Self-motivated individual capable of taking initiative and thriving with minimal supervision.

• Advanced proficiency in Microsoft Excel and other analytical tools.

• Familiarity with CRM systems, preferably Salesforce.

• An undergraduate degree in a related field is advantageous.

🏝️ Benefits

• Healthcare benefits

• Dental benefits

• Parental planning benefits

• Mental health benefits

• Disability income benefits

• Life and AD&D insurance

• 401(k) plan and match

• Paid time off

• Fitness reimbursements

• Variable compensation may be included

• Remote / home-based work