Deal Desk Operations Analyst

About the role

Caseware, a Canadian fintech company behind accounting and audit software used by hundreds of thousands of professionals, is hiring a Deal Desk Operations Analyst. The role supports the sales organization by evaluating and operationalizing non-standard deals so they are financially sound, strategically structured and executable. It works with Sales, Client Operations, Pricing, Finance, Legal and Sales Operations to balance revenue growth, margin protection, deal velocity and risk management.

Key responsibilities

• Evaluate and approve non-standard deals, covering pricing, discounting, uplift, margin and concessions, and document risks and recommended actions
• Analyze historical pricing, uplift and discounting trends and conduct financial analyses of margin impact and revenue outcomes
• Evaluate costing data and special costing or deal registration requests, and improve deal review and approval workflows and tools
• Collaborate with Finance, Pricing, Legal and Sales Operations, enforce pricing guardrails and escalate exceptions
• Track deal metrics, support deal and quoting analyses, and contribute to documentation and enablement materials

Required profile

• 2-3 years of experience in Deal Desk, Pricing, Finance, Sales Operations, Revenue Operations or similar (3 years preferred)
• Bachelor's degree in Business, Finance, Economics, Mathematics or a related field, or equivalent experience
• Experience with a centralized Pricing team and exposure to cost-to-serve or margin optimization
• Experience with CRM and CPQ systems (Salesforce, Salesforce CPQ, Conga, Apttus) and quoting workflows
• Experience with special costing processes, deal registration programs and global or multi-region sales teams

Required skills

• Strong quantitative and financial analysis skills
• Advanced Excel (modeling and scenario analysis); VBA or similar automation strongly preferred
• Strong communication and cross-functional collaboration skills

What we offer

• Permanent employment contract with full legal benefits
• 100% remote work environment
• Prepaid medicine, life insurance and funeral assistance, internet allowance and home office stipend
• Training budget, mentorship and recognition awards
• 5 personal days off per year, sick leave top-up, and upgraded vacation after 5 years