Caseware

Deal Desk Operations Analyst

Caseware

full-time

Posted on:

Location Type: Remote

Location: Colombia

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Tech Stack

VBA

About the role

  • Deal Evaluation and Sales Support
  • 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.
  • Pricing and Financial Analysis
  • 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.
  • Process, Tooling, and Operational Excellence
  • 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.
  • Cross-Functional Collaboration and Governance
  • 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.
  • Reporting, Insights, and Enablement
  • 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).
  • 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
  • ¨Contrato a termino Indefinido¨ with all the legal benefits
  • Prepaid Medicine
  • Life insurance and funeral assistance
  • Internet allowance
  • Home office stipend
  • Competitive compensation — above the market average
  • 100% remote work environment and an excellent work-life balance
  • Opportunity to work for a growing global SaaS leader company
  • A culture that promotes independence, innovation, trust, and accountability
  • Open space to be creative, innovative and strategize for the future
  • Mentorship by highly experienced professional
  • Budget for training, we want you to grow
  • 5 Personal Time Off days per year
  • Sick Leave Top up to total 100% of salary paid by the employer from Day 3 to 90.
  • Recognition Award, additional paid time off in recognition of the corresponding year of service
  • Upgrade vacation starting at 5 years of service
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial analysisdeal evaluationpricing analysismargin impact assessmentExcel modelingscenario analysisquantitative analysiscosting data evaluationB2B pricingdeal registration
Soft Skills
communicationcollaborationinfluencing stakeholderscross-functional teamworkproblem-solvingattention to detailorganizational skillscommercial judgmentrisk assessmentprocess improvement