Deal Desk Specialist (Tijuana)
Link-Worldwide
Kpler empowers clients across commodities, energy, and maritime sectors with market insights and actionable data.
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. This role needs to be based on Pacific Standard Time.
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.
Qualifications
- Bachelor's Degree in Business, Finance, or related field.
- 3+ years of 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 and contract management.
- Fluent verbal and written communication in English.
- Experience navigating CRM systems (e.g., 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.
Desired
- Experience working with enterprise companies & government contracts.
- Good knowledge of Excel/Google Sheets advanced formulas (e.g., lookup functions).
Kpler is committed to providing a fair, inclusive, and diverse work environment. We welcome people of different backgrounds, experiences, abilities, and perspectives and are an equal opportunity employer.
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