Deal Desk Associate

hace 3 semanas


San José, San José, Costa Rica cloudpay A tiempo completo
A vital component of our expanding sales support function, facilitating the contracting process for new customers.

Daily Duties and Main Responsibilities will include:

  • Generate new business contract packs
  • Act as gatekeeper to team inbox and manage tickets related to sales operations support requests for new business transactions
  • Monitor the release and completion of Anti Money Laundering documentation
  • Assist with the Non-Disclosure Agreements process for new prospects
  • Collaborate with other internal departments including proactive sales team engagement
  • Maintain an uptodate deal desk pipeline to allow for more accurate forecasting within SOPS
  • Establish consistent recordkeeping and version control by posting file updates to designated systems/folders and distributing within the business as applicable
  • Prepare meeting notes and followup actions
  • Perform other administrative functions or assignments on an adhoc basis

Attributes and Experience Required:

  • Detail Oriented
  • Drafting and proofing documents
  • Ability to drive customer communication and build key relationships with internal and external stakeholders
  • Good organizational skills
  • Selfmotivated and able to work as an individual contributor and as a part of a team
  • Customer service driven
  • Process driven/Process Improvement ideology
  • Problem solving/Critical thinking
  • Experience with contracts is a plus

Package and Benefits:

  • Competitive annual salary and benefits package
  • 15 vacation days plus public holidays
  • Birthday leave
  • Flexible remote working
  • Private Medical, Dental and Life Insurance
  • Personal and professional development opportunities
  • Friendly working environment


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