Deal Desk Associate
Core
First point of contact for Sales and CRM on commercial mechanics, turning negotiated deals into accurate, ready-to-execute orders via CPQ configuration, pricing, and governance.
Role type
Associate Deal Desk Analyst
Builds
Fee Proposal Documents, Order Documents, and validated pricing/margin models for Fund Administration and SaaS subscriptions
Domain
Financial services / Fund Administration / SaaS
Required skills
CPQ tools (Salesforce CPQ), pricing and margin calculations, commercial governance frameworks, data integrity management, Excel, multi-priority deal management
Preferred skills
Experience in SaaS, B2B tech, or financial/professional services
Responsibilities
Configure quotes and proposals across the full portfolio; Produce accurate fee proposal and order documentation; Calculate and validate pricing and margin; Route deals through governance and approvals; Act as first point of contact for Sales and CRM on commercial mechanics; Maintain commercial data integrity in CPQ and Salesforce
