Deal Desk Specialist

THE ROLE

This is an exciting opportunity for a skilled Deal Desk Specialist to join the growing Global Commercial Operations team within Form3.

This role will act as a partner to a number of internal teams, whilst also supporting on processes that will directly impact upon the structure and execution of Form3’s deals, on a global scale.

With previous experience in a Commercial-focused role within Enterprise Technology or SaaS, you will support on Form3’s end-to-end RFP processes, improving efficiencies and driving best practices across deal structuring and pricing governance to ensure optimal deal outcomes.

Key Responsibilities

• Support on end-to-end RFP and RFI processes, ensuring the delivery of high-quality proposals that align with customer requirements and business objectives.

• Maintain and improve scalable SaaS pricing models, balancing growth, profitability and customer strategies.
• 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.

WE’RE LOOKING FOR

Essential

Form3’s Global Commercial Operations team is a critical function within the business, so we are looking for someone who wants to grow their career within Deal Desk who has prior experience within a similar team.

• 2+ years’ experience working within a Deal Desk, Pricing Strategy or Sales / Sales Operations role.

• Relevant prior experience working within a SaaS or Enterprise Technology business.
• Familiarity with RFP/RFI processes, particularly within regulated industries, such as FinTech or Financial Services.
• Experience working with 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.
• Understanding and experience of adhering to all relevant commercial and/or regulatory policies.
• Proficiency in Salesforce, with experience managing Commercial processes within CRM tools.
• Excellent stakeholder management and communication skills, with the ability to tailor working style and collaborate effectively across multiple internal teams.

Desirable

• 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.

THE TEAM

This role sits within Form3’s newly established Global Commercial Operations team and reports directly into the Head of Global Business Operations. As a key member of this team, you will play an important role in driving Form3’s commercial strategy, optimising our processes to ensure that we can scale effectively.

This role offers the opportunity to join the team at an early stage, allowing you to influence how we design our Deal Desk function, processes and ways of working. By optimising deal execution, pricing strategy and commercial processes, the Global Commercial Operations team plays a fundamental role in driving Form3’s success.

INTERVIEW PROCESS

Stage One: Screening Call with the Talent Team

Stage Two: Zoom Interview with the Revenue Operations & Deal Desk Lead

Stage Three: Team Interview with two members of the Customer Success team

Stage Four: Final Stage Review with the VP of Global Sales

We always aim to stick to the above process; however, there may be occasions when an additional interview stage is required for us to be sure we are hiring the right person!

HIRING LOCATIONS

For this role, we are currently only able to accept applications from within the United Kingdom.

ABOUT FORM3

Revolutionising the world of payments with our cutting-edge technology and innovative solutions. For more information about life at Form3, check out the following pages:

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