Deal Desk Operations Analyst

Job not on LinkedIn

🕒 February 20

🇨🇴 Colombia – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

👻 Ghost score 57%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Caseware

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🏢 Enterprise

☁️ SaaS

Finance • Enterprise • SaaS

Caseware is a global leader in providing software solutions for accounting, auditing, and financial reporting. Their products, such as Caseware Cloud and Caseware Working Papers, are designed to modernize accounting practices, streamline audits, and provide robust financial reporting tools for accounting firms, corporations, and government entities. Caseware is renowned for integrating advanced technologies, including AI-driven tools, to enhance efficiency and insight for its users. Their offerings are localized to meet regional standards and cater to diverse sectors, including public and private organizations. With a focus on transformation through technology, Caseware supports over 500,000 accounting professionals in more than 130 countries.

📋 Description

• Support Sales and Client Operations in structuring, reviewing, and approving non-standard deals • Perform deal reviews covering pricing, discounting, uplift, margin, and concessions; document risks and recommend actions • Provide guidance using historical deal performance, customer patterns, and pricing precedents • Escalate complex scenarios to the Deal Desk Lead • Conduct financial analyses assessing margin impact, revenue outcomes, and pricing trade-offs across new business, renewal, and expansion motions • Analyze historical pricing, uplift, and discounting trends • Evaluate costing data and special costing or deal registration requests • Operationalize and continuously improve deal review and approval workflows • Develop, enhance, and maintain deal desk tools and models, including Excel-based pricing models, scenario tools, workflow trackers, and templates • Identify recurring deal issues and partner with Sales Operations and Pricing on scalable process or tooling fixes • Interface with Finance, Pricing, Legal, Sales Operations, and Client Operations to manage complex deals and drive timely approvals • Communicate deal rationale, risks, and recommendations to stakeholders • Enforce pricing and approval guardrails and escalate exceptions appropriately • Track deal metrics including margin impact, discounting trends, approval cycle time, and exception frequency • Support deal and quoting analyses for strategic planning and performance tracking • Contribute to documentation, playbooks, and enablement materials • Support the sales organization by evaluating and operationalizing non-standard deals to balance revenue growth, margin protection, deal velocity, and risk management

🎯 Requirements

• 2-3 years of experience in Deal Desk, Pricing, Finance, Sales Operations, Revenue Operations, Deal/Bid Desk, or similar roles (3 years preferred) • Experience supporting B2B pricing in SaaS, subscription, or distribution-based sales models • Strong quantitative and financial analysis skills with demonstrated ability to assess deal economics and margin impact • Advanced Excel skills, including modeling and scenario analysis • Experience with analytics tools • VBA or similar automation experience strongly preferred • Strong communication and collaboration skills with proven ability to work cross-functionally and influence stakeholders • Bachelor's degree in Business, Finance, Economics, Mathematics, or a related field (or equivalent experience) • Experience working closely with a centralized Pricing team • Exposure to category strategy, cost-to-serve, or margin optimization • Familiarity with CRM and CPQ systems such as Salesforce, Salesforce CPQ, Conga, or Apttus • Experience with quoting workflows • Experience improving special costing processes and/or deal registration programs • Experience supporting global or multi-region sales teams • Ability to navigate differing regional policies or approval requirements

🏖️ Benefits

• ¨Contrato a termino Indefinido¨ with all the legal benefits • Prepaid Medicine • Life insurance and funeral assistance • Internet allowance • Home office stipend • Competitive compensation — above the market average • 100% remote work environment and an excellent work-life balance • Opportunity to work for a growing global SaaS leader company • A culture that promotes independence, innovation, trust, and accountability • Open space to be creative, innovative and strategize for the future • Mentorship by highly experienced professional • Budget for training, we want you to grow • 5 Personal Time Off days per year • Sick Leave Top up to total 100% of salary paid by the employer from Day 3 to 90. • Recognition Award, additional paid time off in recognition of the corresponding year of service • Upgrade vacation starting at 5 years of service • Flexible work options • Remote opportunities • Generous time-off policies • Performance bonuses • Career growth opportunities • International projects • Collaboration with a diverse, global team