The Deal Desk Specialist collaborates with the sales team to review and approve contracts, ensuring accuracy, compliance, and facilitating the deal booking process within established guidelines.
At Kpler, we are dedicated to helping our clients navigate complex markets with ease. By simplifying global trade information and providing valuable insights, we empower organisations to make informed decisions in commodities, energy, and maritime sectors.
Since our founding in 2014, we have focused on delivering top-tier intelligence through user-friendly platforms. Our team of over 700 experts from 35+ countries works tirelessly to transform intricate data into actionable strategies, ensuring our clients stay ahead in a dynamic market landscape. Join us to leverage cutting-edge innovation for impactful results and experience unparalleled support on your journey to success.
As a Deal Desk Specialist, you will serve as a trusted partner to the AMER sales team, reviewing and approving commercial contracts for accuracy and compliance. You will aid them in navigating commercial, contractual, and operational considerations to book and close deals efficiently while safeguarding company interests.
Key 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.
You could be a good fit if you have/are…
- 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
- Experience working with enterprise companies & government contracts
- Good knowledge of Excel/Google Sheets advanced formulas (e.g. Lookup)
Desired
We are a dynamic company dedicated to nurturing connections and innovating solutions to tackle market challenges head-on. If you thrive on customer satisfaction and turning ideas into reality, then you’ve found your ideal destination. Are you ready to embark on this exciting journey with us?
We make things happen
We act decisively and with purpose, going the extra mile.
We build
together
We foster relationships and develop creative solutions to address market challenges.
We are here to help
We are accessible and supportive to colleagues and clients with a friendly approach.
Our People Pledge
Don’t meet every single requirement? Research shows that women and people of color are less likely than others to apply if they feel like they don’t match 100% of the job requirements. Don’t let the confidence gap stand in your way, we’d love to hear from you! We understand that experience comes in many different forms and are dedicated to adding new perspectives to the team.
Kpler is committed to providing a fair, inclusive and diverse work-environment. We believe that different perspectives lead to better ideas, and better ideas allow us to better understand the needs and interests of our diverse, global community. We welcome people of different backgrounds, experiences, abilities and perspectives and are an equal opportunity employer.
By applying, I confirm that I have read and accept the Staff Privacy Notice
Top Skills
Crm Systems
Excel
Google Sheets
Salesforce
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