Sr. Deal Desk Manager

CO_AFSLB Apex Fund Services Ltd.; São Paulo; On-site; BRL 400,000 - 650,000; Full time

Benefits offered by this job

4 days in office

Job summary

Apex Group in São Paulo seeks a Senior Deal Desk Manager to partner with Sales across the full opportunity lifecycle, shaping deal strategy from Identify through Closed Won and embedding with the Sales team. You will own complex, non-standard deals and help design governance, controls and automation to scale performance.

This senior role demands strong financial acumen, a track record closing complex agreements, and the ability to build cross‑functional relationships across Legal, Product and

Qualifications

• 7+ years in Deal Desk, Commercial Operations or Revenue Operations at senior level.
• Proven track record closing complex, non-standard deals with sales as a partner.
• Fluency with CRM systems across the full opportunity lifecycle.
• Hands-on CLM tools experience and link to contract execution and risk.
• Strong internal controls and governance knowledge.
• Solid financial acumen: pricing, margins and revenue recognition exposure.
• Process-and-systems mindset with ability to drive automation.

Responsibilities

• Partner with Sales and CRM across the full opportunity lifecycle from Identify to Closed Won.
• Embed with Sales to spot risk, shape deal strategy and support winning outcomes.
• Own the most complex commercial pursuits and governance framework.
• Structure and negotiate advanced, non-standard deals across the portfolio.
• Build governance, control backbone and tiered approval processes.
• Balance commercial value with accurate financial reporting and revenue recognition.
• Foster cross-functional relationships with Sales, Product, Operations and Legal.
• Design processes and automation to remove friction and add value.

Skills

Deal Desk

Senior-level

Revenue Operations

CRM (Salesforce)

CLM tools

Governance & controls

Pricing & margin

Cross-functional relationship

Automation & process design

Tools

Salesforce

Contract Lifecycle Management (CLM)

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

Senior Deal Desk Manager Description

We’re looking for a Senior Deal Desk Manager to work directly alongside the Global Head of Commercial Operations and Deal Strategy, taking point on our most complex commercial pursuits while helping build the governance, process and systems backbone the wider function will run on. This is a senior, high-trust remit — you’ll be shaping frameworks and setting the standard for how Deal Desk operates, not just applying rules someone else wrote

Job specification

Partner with Sales and CRM across the full opportunity lifecycle. You’ll embed with Sales from Identify through Closed Won — not just at sign-off — working the opportunity as it develops in the CRM to spot risk early, shape deal strategy while there’s still time to influence it, and give Sales a partner who helps them win, not a gate they have to get past.

On our most complex pursuits, you’re in the deal alongside them: helping build the winning structure, not just reviewing the one they arrived at.

Own our most complex commercial pursuits.

You’ll structure and negotiate advanced, non-standard deals across the full spectrum of our portfolio — from the operational simplicity of Apex Invest subscriptions through to the regulatory and structural complexity of Fund Administration engagements. Where a deal doesn’t fit the standard pattern, you’re the person who works out what ‘good’ looks like.

Build the governance and control backbone. You’ll help design and operate the internal control framework and tiered governance model — auto-approval, Deal Desk review, escalation to specialist governance groups — that keeps scoping, control-product approval and commercial sign-off proportionate to actual risk. Governance that protects the business without becoming the reason deals stall.

Balance commercial value with financial accuracy. You’ll bring real judgement to pricing, margin and deal structure — securing strong commercial outcomes for Apex while ensuring the numbers behind every deal are accurate and hold up under scrutiny, including against revenue recognition principles.

Be the connective tissue across the business. You’ll build genuine working relationships with Sales, Product Management, Business Operations and Legal — not just transactional signoffs. The best Deal Desk partners earn trust because people want to bring them in early, not because a process forces them to.

Help design process, systems and automation that pay off. You’ll partner on process and systems design as the function is built, with a sharp eye for where automation genuinely removes friction and returns value — and where it would just add complexity for its own sake.

Understand the full range of commercial models. Subscription, usage-based, professional services, complex fee structures across regulated fund administration products — you’ll be comfortable moving between them and know what ‘good commercial outcome’ means differently in each.

Skills Required:

• 7 + years of senior-level Deal Desk, Commercial Operations, or Revenue Operations experience, ideally including time spent helping build a commercial operations function for a revenue business — not only operating one that already exists
• A genuine track record structuring and closing complex, non-standard commercial deals, working alongside Sales as a partner in winning them — not just approving them after the fact
• Fluency working inside a CRM (Salesforce or equivalent) across the full opportunity lifecycle — you know how to read a pipeline, not just a deal
• Hands‑on experience with Contract Lifecycle Management (CLM) tools, and an understanding of how they connect commercial terms to downstream contract execution and risk
• Strong understanding of internal controls and governance frameworks for deal approval, and why they exist
• Solid financial acumen — pricing, margin and enough grounding in revenue recognition principles to spot when a deal structure creates downstream risk
• A process-and-systems mindset, with the judgement to know where automation earns its keep
• Comfort operating with velocity without treating governance as an obstacle to route around
• Genuine warmth and credibility as a cross‑functional relationship‑builder — this role lives in the space between Sales, Product, Business Operations and Legal

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/ #LI-LM1

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. 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