Deal Desk Analyst - Mexico

LeanScale, Inc.; México; Hybrid; MXN 1,125,000 - 1,688,000; Full time

Job summary

JumpCloud is seeking a seasoned Deal Desk professional to drive renewals, quoting, and deal governance from a remote-first base in Mexico. You will work with Sales and Account Management to ensure timely renewals, create quotes, and manage the closing process in our CRM.

The role requires experience in SaaS environments, Salesforce/CPQ, and strong financial modeling. You will collaborate with Billing, Finance, Legal, and Operations to optimize pricing and approvals.

Qualifications

• 3+ years Deal Desk, Renewals, Legal, Contract Management, Sales Operations, Finance experience, preferably within a SaaS environment.
• Excellent understanding and ability to drive or facilitate optimization in Salesforce.
• Excellent understanding of subscription-based pricing, professional services, support fees.
• Strong understanding of revenue recognition considerations.
• Strong financial modeling and analysis skills; program and project management skills required.
• Excellent written and verbal communication; comfortable presenting pricing proposals to senior executives.
• Experience with Salesforce.com and CPQ quoting and exception approval workflow systems.
• Highly skilled in being the primary orchestration point for deal construction and governance across cross-functional segments.
• Excellent comprehension of detailed pricing models and strategies.
• Sound decision-making and strategic planning skills for complex pricing situations.

Responsibilities

• Manage renewals within working hours, and assist with Deal Structuring, Quoting and Pricing, Special Terms, Auditing Deals, Exception Approvals Management, and working closely with Billing and Account Management.
• Track, Manage, and Execute renewals across the Americas
• Assist with customer retention efforts alongside the Account Management and Account Services team
• Partner and collaborate with cross-functional teams including Sales, Finance, Accounting, Billing, Operations and Legal to review and prepare approval requests for non-standard deal elements and critical processes
• Anticipate Customer Revenue teams' business needs through regular participation in pipeline reviews and forecast calls
• Communicate effectively with internal stakeholders including Account Managers and Sales Management
• Approve/Reject/Escalate proposals based on thorough analysis and business judgment
• Opportunistically support strategic insights for the Customer Revenue team by surfacing customer expansion opportunity and risk through data

Skills

Deal Desk

Salesforce

CPQ

Pricing

Contract Management

Finance

Communication

Tools

Salesforce.com

CPQ

Job description

All roles at JumpCloud® are Remote unless otherwise specified in the Job Description.

About JumpCloud®

JumpCloud® is the AI-powered unified IT management platform designed to secure the modern workforce. By consolidating identity, device, and access management, JumpCloud provides intelligent, secure IT that scales from human users to autonomous AI agents. We help organizations around the globe eliminate complexity and turn AI risk into an optimized advantage, ensuring the right people and agents have secure access to the right resources at all times.

JumpCloud is Intelligent, Secure IT.

About the Role :

The position plays a key role in the sales organizations growth and success. You will work closely with sales and account management teams to ensure we are handling renewals in an appropriate and timely manner. You will be responsible for creating basic and complex quotes, handling the deal closing process, and managing closed/won opportunities in our CRM. This position will require significant multi-tasking and willingness to take on various sales-related responsibilities as assigned.

Responsibilities :

• Manage renewals within working hours, and assist with Deal Structuring, Quoting and Pricing, Special Terms, Auditing Deals, Exception Approvals Management, and working closely with the Billing and Account Management team
• Track, Manage, and Execute renewals across the Americas
• Assist with customer retention efforts alongside the Account Management and Account Services team
• Partner and collaborate with cross-functional teams including Sales, Finance, Accounting, Billing, Operations and Legal to review and prepare approval requests for non-standard deal elements and critical processes
• Anticipate Customer Revenue teams' business needs through regular participation in pipeline reviews and forecast calls
• Communicate effectively with internal stakeholders including Account Managers and Sales Management
• Approve/Reject/Escalate proposals based on thorough analysis and business judgment
• Opportunistically support strategic insights for the Customer Revenue team by surfacing customer expansion opportunity and risk through data

What You Should Have:

• 3+ years Deal Desk, Renewals, Legal, Contract Management, Sales Operations, Finance experience, preferably within a SaaS environment.
• Excellent understanding and ability to either drive or facilitate required optimization in Salesforce
• Excellent understanding of subscription-based pricing, professional services, support fees
• Strong understanding of revenue recognition considerations required.
• Strong financial modeling and analysis skills; program and project management skills required.
• Excellent written and verbal communication skills; Must be comfortable presenting business cases and complex pricing proposals to senior executives.
• Experience with Salesforce.com and CPQ quoting and exception approval workflow systems.
• Highly skilled in being the primary orchestration point for deal construction and deal governance across many cross-functional segments
• Excellent comprehension of detailed pricing models and strategies
• Sound decision-making and strategic planning skills to recommend the best course of action for complex pricing situations
• Critical thinking and change management skills within dynamic organizations
• Ability to prioritize and work in high volume environment
• Ability to work well with cross functional teams (Sales, Finance, Accounting, Billing, Operations and Legal) and influence as well build relationships with these teams.

Where you’ll be working/Location:

JumpCloud® is committed to being Remote First, meaning that you are able to work remotely within the country noted in the Job Description.

This role is remote in the country of Mexico. You must be located in and authorized to work in Mexico to be considered for this role.

Language:

JumpCloud® has teams in 15+ countries around the world and conducts our internal business in English. The interview and any additional screening process will take place primarily in English. To be considered for a role at JumpCloud®, you will be required to speak and write in English fluently. Any additional language requirements will be included in the details of the job description.

Why JumpCloud®?

If you thrive working in a fast, SaaS-based environment and you are passionate about solving challenging technical problems, we look forward to hearing from you! JumpCloud® is an incredible place to share and grow your expertise! You’ll work with amazing talent across each department who are passionate about our mission. We’re out of the box thinkers, so your unique ideas and approaches for conceiving a product and/or feature will be welcome. You’ll have a voice in the organization as you work with a seasoned executive team, a supportive board and in a proven market that our customers are excited about.

One of JumpCloud®'s three core values is to “Build Connections.” To us that means creating " human connection with each other regardless of our backgrounds, orientations, geographies, religions, languages, gender, race, etc. We care deeply about the people that we work with and want to see everyone succeed." - Rajat Bhargava, CEO

#LI-JR1

JumpCloud® is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.