Deal Desk & Operations Analyst

Role Overview

• Deal Structuring: Act as the primary point of contact for Sales to provide guidance on pricing, commercial terms, and complex deal structures.
• Approval Workflow: Enforce and streamline the quote-to-contract approval process, ensuring all deals comply with internal policies. You will facilitate approvals for high-stakes deals, ensuring the CFO or VP of Sales has the context and data needed for rapid sign-off.
• Contract & Pricing Integrity: Review Order Forms, contracts, and quotes for accuracy before they are sent to customers. Ensure quotes meet minimum margin or MRR requirements and that aggressive discounting is justified by strategic value.
• Guided Selling: Assist the sales team in selecting correct product bundles and SKUs, ensuring mandatory add-ons are included and pricing dependencies (like volume-based tiers) are triggered accurately.
• Custom Terms Audit: Identify and flag custom requests, such as non-standard payment terms, free trial clauses, or custom SLA commitments.
• SOW & Quote Reconciliation: Verify that the Technical Scope matches the Commercial Quote by cross-referencing Presales Statements of Work (SOW) with Order Forms to ensure consistency.
• Technical Validation: Confirm that the products or packages (SKUs) selected by the Account Executive are commercially accurate and technically consistent with the opportunity's constraints.
• CPQ Support & Hygiene: Serve as the subject matter expert for Sales reps navigating the CPQ environment, providing real-time troubleshooting for configuration errors. Partner with RevOps to ensure the CPQ tool reflects the latest price books and discounting rules.
• Process Improvement: Identify bottlenecks in the sales cycle and implement automated workflows to reduce friction for the sales team.
• Regional Commercial Liaison: Act as the primary Deal Desk point of contact for strategic LATAM-based partners.
• Bilingual Support: Provide high-touch support in Spanish (Required) and Brazilian Portuguese (Strongly Preferred), translating complex commercial logic into clear guidance for partners and local sales teams to accelerate sales cycles, including for complex RFPs and open bids.

Requirements

• Bachelor’s degree in Business, Finance, Operations, or a related field.
• Language Skills: Fluent in English and Spanish (Required); Brazilian Portuguese is strongly preferred.
• 3+ years of experience in deal desk, sales operations, or revenue operations in a B2B SaaS or technology environment.
• Strong understanding of the Quote-to-Cash lifecycle, pricing strategies, and contract management.
• Hands-on experience with CPQ tools and Salesforce is highly desirable.
• Excellent analytical skills with the ability to reconcile technical scopes (SOWs) with commercial quotes.
• Ability to work cross-functionally with Sales, Finance, and Legal teams to resolve complex deal issues.

Benefits

• Fixed compensation;
• Long-term employment with the working days vacation;
• Development in professional growth (courses, training, etc);
• Being part of successful cutting-edge technology products that are making a global impact in the service industry;
• Proficient and fun-to-work-with colleagues;
• Apple gear.

Omilia is proud to be an equal opportunity employer and is dedicated to fostering a diverse and inclusive workplace. We believe that embracing diversity in all its forms enriches our workplace and drives our collective success. We are committed to creating an environment where everyone feels welcomed, valued, and empowered to contribute their unique perspectives without regard to factors such as race, color, religion, gender, gender identity or expression, sexual orientation, national origin, heredity, disability, age, or veteran status, all eligible candidates will be given consideration for employment.