Deal Desk Analyst Western Cape

BRIEF DESCRIPTION:-

The Deal Desk Analyst will serve as the primary liaison between Sales and CRM to manage the commercial aspects of deals, overseeing CPQ system configurations, developing Fee Proposal and Order Documents, calculating pricing and margins, and navigating governance and approval processes. The ideal candidate should have 2–4 years of experience in Deal Desk or similar roles, proficiency with CPQ tools, strong pricing and margin calculation skills, and excellent attention to detail.

Job Title: Deal Desk Analyst Company: Apex Group

We are seeking a skilled Deal Desk Analyst to serve as the primary liaison between Sales and CRM regarding the commercial aspects of deals. This role involves managing the technical configuration of CPQ, creating Fee Proposal and Order Documents, calculating pricing and margins, and ensuring proper governance and approvals. You will report directly to the Senior Deal Desk Manager for Complex Commercial Pursuits and play a critical role in transforming negotiated deals into precise, executable agreements.

Your responsibilities will include

• Overseeing the configuration of quotes and proposals in the CPQ system, ensuring accurate representation of negotiated terms across all types of deals from Apex Invest subscriptions to complex Fund Administration contracts.

• Developing precise Fee Proposal and Order Documents that accurately reflect the agreed-upon terms, including the correct products, pricing, and conditions, to ensure customer confidence in signing.

• Calculating and validating pricing and margins according to our established models, identifying when special attention or escalation is needed for a deal’s profile.

• Navigating deals through our tiered governance and approval processes, utilizing auto-approval, Deal Desk review, or specialist governance escalation to ensure appropriate scrutiny.

• Acting as the primary contact for Sales and CRM for all commercial mechanics inquiries, ensuring swift resolution of pricing checks, proposal turnarounds, and approval follow-ups to maintain deal momentum.

• Maintaining the integrity of commercial data by ensuring accurate pricing, product, and approval data in CPQ and Salesforce, supporting reliable downstream reporting, governance, and forecasting.

To succeed in this role, you should possess:

• 2–4 years of experience in Deal Desk, Commercial Operations, or a comparable commercial/quoting function, preferably within SaaS, B2B tech, or financial/professional services.

• Hands-on experience with CPQ tools, such as Salesforce CPQ or similar, in configuring deals, generating quotes, and producing proposal or order documents.

• Proficiency in pricing and margin calculations, along with a strong understanding of how deal structures impact these elements.

• Experience within a commercial approval or governance framework, with an appreciation for its importance.

• Excellent attention to detail, ensuring accuracy before customer-facing deliverables.

• Ability to manage multiple deals and shifting priorities in a fast-paced environment.

• Strong Excel skills.

• Clear and confident communication, capable of explaining pricing and governance requirements to Sales without creating obstacles.

Preferred qualifications include

• Experience in creating, maintaining, and updating process maps and SOP documentation.

• Experience working within case management systems.

• Participation in or leadership of User Acceptance Testing (UAT) and Salesforce enhancement initiatives.

• Understanding of Workday and Salesforce integration processes.

Ideal candidates will demonstrate a commitment to precision in numbers and paperwork, balance governance with deal pace, be the go-to person for Sales when speed and accuracy are critical, and aspire to advance into more complex, strategic commercial pursuits.