Caseware

Deal Desk Operations Analyst

Caseware

full-time

Posted on:

Location Type: Remote

Location: Romania

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Tech Stack

VBA

About the role

  • Support Sales and Client Operations in structuring, reviewing, and approving non-standard deals with a focus on speed and accuracy.
  • Perform deal reviews covering pricing, discounting, uplift, margin, and concessions; document risks and recommend actions.
  • Provide guidance using historical deal performance, customer patterns, and pricing precedents; escalate complex scenarios to the Deal Desk Lead as needed.
  • Conduct financial analyses to assess margin impact, revenue outcomes, and pricing trade-offs across new business, renewal, and expansion motions.
  • Analyze historical pricing, uplift, and discounting trends to strengthen deal guidance, margin targets, and pricing frameworks.
  • Evaluate costing data and special costing or deal registration requests to support approvals and process improvements.
  • Operationalize and continuously improve deal review and approval workflows to increase consistency, efficiency, and auditability.
  • Develop, enhance, and maintain deal desk tools and models (e.g., Excel-based pricing models, scenario tools, workflow trackers, and templates).
  • Identify recurring deal issues and partner with Sales Operations and Pricing to implement scalable process or tooling fixes.
  • Interface with Finance, Pricing, Legal, Sales Operations, and Client Operations to manage complex deals and drive timely approvals.
  • Communicate deal rationale, risks, and recommendations clearly to stakeholders and help align teams on what constitutes a "good deal".
  • Enforce pricing and approval guardrails while applying sound commercial judgment and escalating exceptions appropriately.
  • Track deal metrics (e.g., margin impact, discounting trends, approval cycle time, exception frequency) and surface actionable insights.
  • Support deal and quoting analyses for strategic planning and performance tracking.
  • Contribute to documentation, playbooks, and enablement materials that reduce friction and strengthen sales execution.

Requirements

  • 2-3 years of experience in Deal Desk, Pricing, Finance, Sales Operations, Revenue Operations, Deal/Bid Desk, or similar roles (3 years preferred).
  • Experience supporting B2B pricing in SaaS, subscription, or distribution-based sales models.
  • Strong quantitative and financial analysis skills with demonstrated ability to assess deal economics and margin impact.
  • Advanced Excel skills (modeling and scenario analysis) and experience with analytics tools; VBA or similar automation experience strongly preferred.
  • Strong communication and collaboration skills with proven ability to work cross-functionally and influence stakeholders.
  • Bachelor's degree in Business, Finance, Economics, Mathematics, or a related field (or equivalent experience).
  • Nice to have: Experience working closely with a centralized Pricing team and exposure to category strategy, cost-to-serve, or margin optimization. Familiarity with CRM and CPQ systems (e.g., Salesforce, Salesforce CPQ, Conga, Apttus) and quoting workflows. Experience improving special costing processes and/or deal registration programs. Experience supporting global or multi-region sales teams and navigating differing regional policies or approval requirements.
Benefits
  • Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.
  • We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.
  • Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.
  • We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans.
  • We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
  • Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
  • We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisdeal reviewpricing analysismargin impact assessmentExcel modelingscenario analysisquantitative analysisautomation (VBA)B2B pricingdeal desk operations
Soft Skills
communicationcollaborationinfluencing stakeholderscross-functional teamworkcommercial judgmentproblem-solvingattention to detailorganizational skillsanalytical thinkingrisk assessment