Deal Desk Associate

Apex Group; São Paulo; On-site; BRL 60,000 - 95,000; Full time

Benefits offered by this job

Competitive remuneration

4 days in office

Job summary

Apex Group seeks a Deal Desk Analyst to be the first point of contact for Sales and CRM on commercial mechanics. You’ll own CPQ configuration, pricing, margins, and governance, turning negotiated deals into ready-to-execute documents.

Reporting to the Senior Deal Desk Manager, you’ll ensure data integrity in CPQ and Salesforce and support fast-paced deal closures with precise documentation.

Qualifications

• 2–4 years of experience in Deal Desk, Commercial Operations, or similar function.
• Hands-on experience with CPQ tools (Salesforce CPQ or equivalent).
• Comfort with pricing and margin calculations and understanding of deal structure.
• Experience within a commercial approval or governance framework.
• Sharp attention to detail and ability to manage multiple deals in a fast-paced environment.
• Strong Excel skills and clear, confident communication with Sales.

Responsibilities

• Own deal construction in CPQ and configure quotes across the portfolio.
• Produce accurate fee proposals and order documents for sign-off.
• Own deal pricing and margin production using established models.
• Route deals through governance and approvals with appropriate scrutiny.
• Be the first contact for Sales and CRM on commercial mechanics.
• Maintain commercial data integrity in CPQ and Salesforce.

Skills

CPQ tools

Pricing margins

Governance processes

Excel

Sales communication

Multi-deal management

Attention to detail

Tools

Salesforce CPQ

Job description

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

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;
• undefined Additional 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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