Deal Desk Specialist

Summary

Join Form3's Global Commercial Operations team as a Deal Desk Specialist and play a key role in shaping the company's commercial strategy. You will be responsible for managing end-to-end RFP and RFI processes, developing SaaS pricing models, structuring complex deals, and improving deal workflows. This position requires 3+ years of experience in a similar role within an SaaS or Enterprise Technology business, expertise in SaaS pricing strategies, and proficiency in Salesforce. The ideal candidate will have experience in the FinTech or Payments industry and a proven ability to build processes from the ground up. This is an exciting opportunity to join a high-growth company and make a significant impact on its success. You will work closely with various internal teams, including Sales, Finance, Legal, and Product, to ensure seamless deal execution.

Requirements

• 3+ years’ experience working within a Deal Desk, Pricing Strategy or Sales / Sales Operations role
• Relevant prior experience working within an SaaS or Enterprise Technology business
• Proven experience of RFP/RFI processes, particularly within regulated industries, such as FinTech or Financial Services
• Expertise in SaaS pricing strategies, financial modelling, payment infrastructure deals and deal governance
• Strong analytical skills, with the ability to develop data-driven pricing models and to make informed commercial recommendations
• Proven understanding and experience of adhering to all relevant commercial and/or regulatory policies
• Proficiency in Salesforce, with experience managing Deal Desk processes within CRM tools
• Excellent stakeholder management and communication skills, with the ability to tailor working style and collaborate effectively across multiple internal teams

Responsibilities

• Work on end-to-end RFP and RFI processes, ensuring the delivery of high-quality proposals that align with customer requirements and business objectives
• Develop and implement scalable SaaS pricing models, balancing growth, profitability and customer strategies
• Structure, review and approve complex SaaS and payment infrastructure deals, ensuring compliance with commercial, legal and regulatory policies
• Identify and implement improvements to deal workflows, pricing automation and approval cycles in order to enhance efficiency and scalability
• Work closely with Form3’s Sales, Finance, Legal and Product teams, driving seamless deal execution and ensuring alignment with all internal and external requirements

Preferred Qualifications

• Experience working within a high-growth FinTech or Payments company
• Prior experience working within a newly established function, with a track record of building out processes and best practices from the ground up