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About the role
Key responsibilities & impact- Review sales deals to ensure compliance with pricing policies and provide guidance on deal structure to optimize revenue and minimize risk
- Assist with ensuring the pricing proposal and deal terms are accurate
- Assist in reviewing pricing proposal materials and ensuring that proposals are tailored to meet client’s needs while aligning with the Fiserv solution offerings
- Work closely with sales, finance, legal, and other departments to streamline the deal process and ensure timely response to internal and external clients
- Ensure deals comply with revenue recognition guidelines and legal requirements
- Manage the entire pricing deal process from client request to contract closeout
- Track deal metrics and trends, providing insights to stakeholders on deal performance and potential areas for improvement
Requirements
What you’ll need- Recent graduate of bachelor's degree program in finance, accounting, and/or equivalent experience
- Proficient experience in utilizing Microsoft Office Suite (Excel, PowerPoint) and Adobe Professional
- Ability to manage and prioritize competing demands during end of month, end of quarter and end of year
- Strong writing experience and excellent verbal and written communication skills
- Able to understand and articulate client’s business requirements and synthesis from multiple sources into a cohesive and persuasive final proposal
- Strong problem-solving skills with focus on attention to detail
- Ability to interact and build relationships with various levels across the organization
- 1-2 years of experience with financial institution account processing systems - Deal Desk, Finance Operations, Sales Operations, or Pricing (great to have)
- 1-2 years of experience in financial modeling and analysis, CRM systems (e.g., Salesforce) (great to have)
- Proficiency in sales processes, pricing strategies, and contract terms (great to have)
Benefits
Comp & perks- Fuel Your Life program to support physical, financial, social, and emotional well-being
- Paid holidays and generous time away policies
- No-cost mental health support through Employee Assistance Programs
- Living Proof program to recognize your peers’ extra effort with points used for rewards
- Eight Employee Resource Groups to foster a collaborative culture
- Unparalleled professional growth with training, development, and internal mobility opportunities
- Retirement planning and discounted shares with the Employee Stock Purchase Plan
- Medical, dental, vision, life, and disability insurance options available day one
- Tuition assistance and reimbursement program
- Paid parental, caregiver, and military leave
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingfinancial analysispricing strategiescontract termsdeal metricsdeal structurerevenue recognitionpricing proposalsales processesaccount processing systems
Soft Skills
problem-solvingattention to detailcommunication skillsrelationship buildingtime managementprioritizationwriting skillsclient needs assessmentcollaborationsynthesis of information