Deal Desk Associate

Apex Group Ltd (UK Branch); São Paulo; On-site; BRL 90,000 - 140,000; Full time

Job summary

Apex Group Ltd (UK Branch) is seeking a Deal Desk Analyst to be the first contact for Sales and CRM on commercial mechanics. You will configure CPQ quotes, produce fee proposals, and ensure pricing and margins are correct for sign-off, while routing deals through governance for appropriate approvals.

You will maintain data integrity in CPQ and Salesforce, coordinating with teams to turn negotiated deals into ready-to-execute proposals in a fast-paced environment.

Qualifications

• 2–4 years of experience in Deal Desk, Commercial Operations, or similar.
• Hands-on experience with CPQ tools (Salesforce CPQ or equivalent).
• Comfort with pricing and margin calculations and their impact on deals.
• Experience within a governance framework for commercial approvals.
• Sharp attention to detail and accuracy before sending to customers.
• Ability to manage multiple deals and shifting priorities.
• Strong Excel skills and data handling.
• Clear, confident communication with Sales to resolve pricing or governance.
• Understanding of business challenges and translating needs into HR/solutions.

Responsibilities

• Own deal construction in CPQ and ensure system matches negotiated terms.
• Produce accurate fee proposals and order documentation.
• Own deal pricing and margin calculations using established models.
• Route deals through governance levels and escalations as needed.
• Be the first contact for Sales and CRM on commercial mechanics.
• Maintain pricing, product, and approval data in CPQ and Salesforce.

Skills

Deal Desk experience

CPQ tools

Pricing & margin

Governance & approvals

Attention to detail

Multi-deal management

Excel skills

Communication

Sales collaboration

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.

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/