Deal Desk Specialist

Let’s face it: out-of-pocket expenses suck. Manual expense spreadsheets are old-school. No one wants to wait until payday to be reimbursed for something they bought for work, and finance teams have better things to do than spend hours tapping away on Excel. At Pleo, we’re on a mission to change this. We’re here to make spend management surprisingly effective and empowering – for finance teams and employees.

And that's what we're here to do. But we need your help 🤝

Pleo is looking for a Deal Desk Specialist to support the sales teams throughout the sales cycle.

That’s where we need your help.

Here in the Revenue Operations team, we set our people & partners up for success in order to deliver great distribution experience across the customer lifecycle, which results in unlocking true growth potential & improving customer lifetime value. We do this by supporting all operational, enablement & strategic activities across the customer lifecycle.

As a Deal Desk Specialist, you will work cross-functionally within Rev.Ops, but also Billing, Contracts, and Legal teams to provide quoting and deal structuring support to the Sales teams. This will be a growth position as Pleo’s business continues to expand massively.

So, what will you be doing?

• Develop in-depth knowledge of Pleo’s licensing and pricing models to provide deal structuring and quoting support to our sales teams (you will work within HubSpot CRM).
• Reviews incoming deals for completeness and accuracy, including, but not limited to contractual terms, billing information, pricing, product, and legal terms to ensure negotiated deals are consistent with Pleo’s policies.
• Always seek the best strategy on a per-deal basis to maximise contract profitability across customer lifetime.
• Function as point of contact and subject-matter expert for Sales on deal pricing matters, drive adherence to internal controls, protocols, and business rules.
• Become an expert in ensuring operational excellence, including adherence to sales process requirements, and work to improve business processes, including tools, templates, and communication to increase efficiency.
• Identify areas for improvement in the Quote to Cash Cycle to accelerate order processing for improving sales efficiency.
• Work with the data analyst team to provide management with deal insights/analytics, metrics-based reporting, and ad-hoc reporting (e.g., deal validation).
• Gather field insights on key strengths and weaknesses of our pricing model and levels

You’ll stand out if you have:

• Experience with Pricing is key 🔑 Deal Desk, deal structuring/quoting for fast-growing multinational companies (prior experience with a fast-growth, international FinTech company is highly preferred).
• Are knowledgeable about pricing key concepts and tactics, finance calculation, and financial/revenue recognition principles.
• Comfortable with Excel calculation and analytics.
• Have the ability to be highly productive with minimal oversight from senior management. Sets goals and drives to fulfilment. Takes responsibility for actions and outcomes.
• Are organisationally savvy – appropriately assertive, yet cool and respectful.
• Overcomes barriers within own, peer & virtual organisations.
• Hold Sales Teams to account for deal hygiene and quality.
• Can travel when required.

Show me the benefits!

• Your own Pleo card (no more out-of-pocket spending!)
• Lunch is on us - with catering in our Lisbon, Copenhagen and London offices or a monthly lunch allowance paid directly together with your salary in other markets 🍜
• Private health insurance to ensure you’re fit in body and mind to do your best work
• Hybrid working policy- 3 days per week in our Chennai office, 2 from home. We are also open to remote candidates for this role based in India
• 25 days of PTO + public holidays
• Option to purchase 5 additional days of holiday through a salary sacrifice
• Wellbeing days - fully paid days off designed for a slower pace, allowing you to take time to recharge and prioritise self-care
• We’re trialing MyndUp to give our employees access to free mental health and wellbeing support with great success so far ❤️‍🩹
• Access to LinkedIn Learning - acquire new skills, stay abreast of industry trends and fuel your personal and professional development continuously
• Paid parental leave - we want to make sure that we're supportive of families and help you feel that you don't have to compromise your family due to work 👶
• All of us have a stake in Pleo’s success - ask us about our equity grant scheme