Deal Desk Specialist jobs in United States
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Kpler · 1 month ago

Deal Desk Specialist

Kpler is dedicated to helping clients navigate complex markets by providing valuable insights in commodities, energy, and maritime sectors. As a Deal Desk Specialist, you will support the AMER sales team by reviewing and approving commercial contracts while ensuring compliance and efficiency in deal booking processes.

AnalyticsBig DataFinanceImage RecognitionInformation TechnologyOil and GasPredictive AnalyticsSoftware

Responsibilities

Act as the primary advisor for deal booking in the CRM, ensuring alignment with commercial strategy, pricing guidelines, and approval policies
Review and approve commercial contracts for accuracy and compliance, meeting turnaround SLAs while escalating and remediating risks where needed
Provide frontline support to Sales on quote configuration, company policy interpretation, deal navigation, and basic CRM troubleshooting to unblock deals quickly
Check reports/dashboards to monitor deal flow; proactively surface discrepancies, drive corrections, and track resolution to closure
Partner with Legal, Finance, and Product to address non-standard terms and invoicing requirements, obtaining necessary approvals and balancing risk with commercial intent
Advise Strategic Account Managers on complex or high-value deals from a deal booking perspective, anticipating any potential blockers in the internal process
Cover for other regions (e.g. EMEA) when colleagues are absent

Qualification

Deal desk experienceContract managementCRM systems (Salesforce)Analytical skillsCommunication skillsAttention to detailExcel/Google SheetsTeam playerProblem-solving skillsInterpersonal skills

Required

Bachelor's Degree in Business, Finance, or related field
3+ year's experience working in deal desk / contract administration / sales / commercial operation or related role within a SaaS or technology company, with a proven track record of handling complex, high-value transactions
Strong understanding of sales processes, contract management
Fluent verbal and written communication in English
Experience in navigating CRM systems (i.e. Salesforce)
Attention to detail and a high level of accuracy
Team player with good interpersonal and communication skills
Ability to work collaboratively with cross-functional teams
Excellent analytical and problem-solving skills with the ability to balance commercial and compliance considerations

Preferred

Experience working with enterprise companies & government contracts
Good knowledge of Excel/Google Sheets advanced formulas (e.g. Lookup)

Company

Kpler is a fast-growing data & analytics firm on a mission to facilitate efficient and sustainable trade.

Funding

Current Stage
Late Stage
Total Funding
$201.56M
2022-04-13Private Equity· $201.56M

Leadership Team

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Jean Maynier
Co-Founder & CTO
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Company data provided by crunchbase