Kpler1mo ago

Deal Desk Specialist

Tijuana · TijuanaFull-timemid

OtherDeal Desk Specialist

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Overview

At Kpler, we are dedicated to helping our clients navigate complex markets with ease. By simplifying global trade information and providing valuable insights,

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OtherDeal Desk Specialist

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.

This role needs to be based on Pacific Standard Time.

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.

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

Desired

Experience working with enterprise companies & government contracts

Good knowledge of Excel/Google Sheets advanced formulas (e.g. Lookup)