Deal Desk Operations Analyst
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Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Caseware is one of Canadas original Fintech companies having led the global audit and accounting software industry for over 30 years with more than 500000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!
The Deal Desk Operations Analyst supports the sales organization by evaluating and operationalizing non-standard deals to ensure they are financially sound strategically structured and executable. Partnering with Sales Client Operations Pricing Finance Legal and Sales Operations this role applies pricing guardrails and commercial judgment to balance revenue growth margin protection deal velocity and risk management while maintaining the processes and tools that scale consistent decision-making.
What you will do:
- Support Sales and Client Operations in structuring reviewing and approving non-standard deals with a focus on speed and accuracy.
- 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 as needed.
- Conduct financial analyses to assess margin impact revenue outcomes and pricing trade-offs across new business renewal and expansion motions.
- Analyze historical pricing uplift and discounting trends to strengthen deal guidance margin targets and pricing frameworks.
- Evaluate costing data and special costing or deal registration requests to support approvals and process improvements.
- Operationalize and continuously improve deal review and approval workflows to increase consistency efficiency and auditability.
- Develop enhance and maintain deal desk tools and models (e.g. Excel-based pricing models scenario tools workflow trackers and templates).
- Identify recurring deal issues and partner with Sales Operations and Pricing to implement 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 clearly to stakeholders and help align teams on what constitutes a good deal.
- Enforce pricing and approval guardrails while applying sound commercial judgment and escalating exceptions appropriately.
- Track deal metrics (e.g. margin impact discounting trends approval cycle time exception frequency) and surface actionable insights.
- Support deal and quoting analyses for strategic planning and performance tracking.
- Contribute to documentation playbooks and enablement materials that reduce friction and strengthen sales execution.
What you will do:
- 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 (modeling and scenario analysis) and 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.
- Bachelors degree in Business Finance Economics Mathematics or a related field (or equivalent experience).
- Experience working closely with a centralized Pricing team and exposure to category strategy cost-to-serve or margin optimization.
- Familiarity with CRM and CPQ systems (e.g. Salesforce Salesforce CPQ Conga Apttus) and quoting workflows.
- Experience improving special costing processes and/or deal registration programs.
- Experience supporting global or multi-region sales teams and navigating differing regional policies or approval requirements.
Nice to have:
Whats in it for you:
Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting constantly pushing the boundaries to create impactful software solutions.
We are committed to a collaborative culture where your ideas are valued and knowledge sharing is encouraged within a supportive inclusive team.
Work-life balance is important to us. We offer flexible work options remote opportunities and generous time-off policies to ensure a healthy work-life balance.
We offer competitive compensation including a competitive salary and comprehensive benefits such as health insurance and retirement plans.
We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
Recognition and rewards matter to us. We celebrate hard work through recognition programs performance bonuses and opportunities for career growth.
We embrace global opportunities. Work on international projects and collaborate with a diverse global team.
About Caseware:
Casewares cutting-edge software products are meticulously designed for accounting firms corporations and teams are continually collaborating innovating and building upon our existing suite of products. With a customer-focused mindset we are building technology that is shaping what the future of audits financial reporting and financial data analytics will look like.
With a recent strategic investment from Hg Capital in 2020 Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.
One of Casewares core values is Many Voices One Team and with that in mind were dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process please e-mail our People Operations team at emailprotected.
Background Check:
Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residingin the Netherlands and Germany are excluded from undergoing background checks via
Security and Fraud:
Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @ and our open positions are always listed on reputable job boards and on our website We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer proceed with extreme caution.
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About Company
Accounting, audit, analytics and compliance software built by seasoned accountants. Manage your audit and financial reporting more efficiently with less risk.
