Deal Desk Associate

CO_AFSLB Apex Fund Services Ltd.; São Paulo; On-site; BRL 60,000 - 100,000; Full time

Job summary

Apex Group is seeking a Deal Desk Associate in São Paulo to manage CPQ-based deal construction, pricing, and governance across a diverse client portfolio. You will ensure quotes, proposals and orders reflect the negotiated terms and reflect accurate margins.

The role requires 2–4 years in a deal desk or related field, strong Excel skills, and proven ability to coordinate with Sales and Governance. Join a global financial services leader with a focus on precision and speed.

Qualifications

• 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

Responsibilities

• 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

Deal Desk experience

Salesforce CPQ

Pricing & margin analysis

Governance & approvals

Attention to detail

Multi-deal management

Excel skills

Clear communication

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

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

About Apex Group

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition.

For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/.

Together, we’re inspired to lead the new era of data and tech-enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us.