Deal Desk Operations Analyst

6 hours, 7 minutes ago
Full-time
Junior
Operations
Caseware

Caseware

CaseWare International Inc. provides cutting-edge software solutions for accounting firms, corporations, and governments, enabling users worldwide to work smarter and transform insights into impact.

Internet Software & Services
201-500
Founded 1988

Description

  • Review, structure, and support approval of non-standard deals with Sales and Client Operations.
  • Evaluate pricing, discounts, uplifts, margins, concessions, and deal risks; recommend actions and escalate complex scenarios.
  • Conduct financial analyses of margin impact, revenue outcomes, and pricing trade-offs for new, renewal, and expansion business.
  • Use historical deal, customer, pricing, uplift, and discounting data to guide deal decisions and strengthen pricing frameworks.
  • Maintain and improve deal-review workflows, approval processes, and controls for consistency, efficiency, and auditability.
  • Develop and maintain Excel pricing models, scenario tools, workflow trackers, and deal templates.
  • Partner with Finance, Pricing, Legal, Sales Operations, and Client Operations to manage complex deals and secure timely approvals.
  • Track deal metrics and provide reporting, insights, documentation, playbooks, and enablement materials.

Requirements

  • 2–3 years of experience in Deal Desk, Pricing, Finance, Sales Operations, Revenue Operations, Bid Desk, or a similar function; 3 years preferred.
  • Experience supporting B2B pricing for SaaS, subscription, or distribution-based sales models.
  • Strong quantitative and financial analysis skills, including assessment of deal economics and margin impact.
  • Advanced Excel modeling and scenario-analysis skills; VBA or similar automation experience preferred.
  • Strong communication, collaboration, and stakeholder-influencing abilities.
  • Bachelor's degree in Business, Finance, Economics, Mathematics, or a related field, or equivalent experience.
  • Experience partnering with a centralized Pricing team and exposure to category strategy, cost-to-serve, or margin optimization.
  • Familiarity with CRM, CPQ, and quoting workflows, including Salesforce, Salesforce CPQ, Conga, or Apttus.
  • Experience improving special costing processes or deal-registration programs.
  • Experience supporting global or multi-region sales teams and regional approval policies.

Benefits

  • Indefinite-term contract with legal benefits.
  • Competitive compensation above market average.
  • 100% remote work, internet allowance, home-office stipend, and flexible work-life balance.
  • Prepaid medical coverage, life insurance, funeral assistance, and sick-leave salary top-up from day 3 through day 90.
  • Five personal time-off days annually, recognition-based paid time off, and increased vacation after five years of service.
  • Training budget and mentorship from experienced professionals.
  • Recognition awards, performance bonuses, and career-growth opportunities.
  • Opportunities to collaborate on international projects with a global SaaS team.

Interested in this position?

Apply directly on the company website

Apply Now

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