Deal Desk Analyst

Apex Group Ltd (UK Branch); São Paulo; Presencial; BRL 89 000 - 156 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

In-office 4 days a week

Global company

Resumo da oferta

Apex Group Ltd (UK Branch) is seeking a Deal Desk Associate in São Paulo to be the first contact for Sales on the commercial mechanics of a deal. You will configure quotes in CPQ, produce fee proposals and orders, and ensure accurate pricing and margins are reflected in the system.

You will route deals through governance and approvals, maintaining data integrity in CPQ and Salesforce and supporting fast-moving sales cycles with clear communication.

Qualificações

• 2–4 years in Deal Desk, Commercial Ops, or quoting role, SaaS/tech/financial services.
• Experience configuring quotes and proposals in CPQ systems.
• Understanding of pricing impact on margins and deal structure.
• Familiar with governance and approval processes for deals.
• Strong attention to detail and ability to validate data in CPQ/Salesforce.
• Proficient Excel skills and clear cross-functional communication.

Responsabilidades

• Own deal construction in CPQ across simple to complex subscriptions.
• Produce accurate Fee Proposal and Order Documents reflecting the deal.
• Own deal pricing and margin calculations using established models.
• Route deals through governance, approvals, and escalation as needed.
• Be the first point of contact for Sales/CRM on deal mechanics.
• Maintain commercial data integrity in CPQ and Salesforce.

Conhecimentos

Deal Desk experience

Commercial operations

Pricing and margin

Governance framework

Advanced Excel

Clear communication

HR solutions translation

Ferramentas

Salesforce CPQ

CPQ tools

Descrição da oferta de emprego

Deal Desk Associate
Location

Description

We're looking for a Deal Desk Analyst to be the first point of contact for Sales and CRM on the commercial mechanics of a deal — CPQ configuration, Fee Proposal Documents, Order Documents, pricing, margin and approvals. You'll report to the Senior Deal Desk Manager, Complex Commercial Pursuits, and you'll be the person who turns a negotiated deal into an accurate, ready-to-execute one.

Job specification

• Own deal construction in CPQ. You'll configure quotes and proposals across the full portfolio — from straightforward Apex Invest subscriptions to more complex Fund Administration deals — so what's built in the system matches what was actually agreed.
• Produce accurate fee proposal and order documentation. You'll build Fee Proposal Documents and Order Documents that reflect the deal precisely — the right products, the right pricing, the right terms — ready for a customer to sign with confidence.
• Own deal pricing and margin production. You'll calculate and validate pricing and margin using our established models, and know when a deal's profile means it needs to be flagged up rather than processed as standard.
• Route deals through governance and approvals. You'll apply our tiered governance model — auto-approval, Deal Desk review, or escalation to specialist governance groups — so every deal gets exactly the scrutiny it needs, and no more than that.
• Be the first point of contact for Sales and CRM on commercial mechanics. When a deal needs pricing sense-checked, a proposal turned around fast, or an approval chased, you're who they come to — and you make sure momentum doesn't stall on your desk.
• Maintain commercial data integrity. You'll keep pricing, product and approval data accurate in CPQ and Salesforce, so everything downstream — reporting, governance, forecasting — can be trusted.

Skills Required:

• 2–4 years of experience in Deal Desk, Commercial Operations, or a similar commercial/quoting function, ideally within SaaS, B2B tech, or financial/professional services
• Hands-on experience with CPQ tools (Salesforce CPQ or equivalent) — deal configuration, quoting, and proposal or order document production
• Comfort with pricing and margin calculations, and a solid understanding of how deal structure affects both
• Experience working within a commercial approval or governance framework, and respect for why it exists
• Sharp attention to detail — comfortable being the last check before something goes out to a customer
• Ability to manage multiple deals and shifting priorities in a fast-paced environment
• Strong Excel skills
• Clear, confident communication — able to explain a pricing or governance requirement to Sales without it feeling like a roadblock
• Understands the business and its challenges, and can translate business needs into HR solutions.

Please submit English CV upon application

We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have four (4) days in office requirement.

What you will get in return:

• A genuinely unique opportunity to be part of an expanding large global business;
• Competitive remuneration commensurate with skills and experience;
• undefinedAdditional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/

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Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.