Deal Desk Analyst (Permanent Work from home)

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Requirements:

• Previous experience in an administrative or analytical role.
• Strong skills in Microsoft Excel or similar tools for financial analysis and modeling.
• Prior experience using CRM systems like Salesforce and CPQ tools is a plus.
• A background in the Merchant Services or Payments industry is a bonus, but not needed!

Responsibilities:

• Review incoming deal requests to make sure they match our sales strategy, pricing rules, and profit goals.
• Work closely with teams like Sales, Finance, Legal, and Billing to shape more complex deals, including pricing, discounts, and contract terms.
• Check merchant statements to confirm that payment processing is profitable, considering the full value of each deal, including software, hardware, and financial services.
• Help create pricing and profitability models that support smarter pricing decisions and boost revenue.
• Guide the Sales team on what makes a strong deal by using past trends and following current company policies.
• Keep clear and accurate records of approved deals, pricing choices, and contract terms for reporting and compliance purposes.