Deal Desk Associate

hace 8 horas


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 up-to-date 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 follow-up actions
- Perform other administrative functions or assignments on an ad-hoc 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
- Self-motivated 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


  • Deal Desk Specialist

    hace 2 semanas


    San José, Costa Rica Smartsheet A tiempo completo

    Smartsheet is looking for a Deal Desk Specialist to join our Finance Operations team supporting the Global Sales and Finance Operations teams with facilitation of deals through the Quote to Cash sales cycle. You will work with essential partners across Sales, Professional Services, Legal, Privacy, Finance, Security, Compliance, Product and Revenue...

  • Deal Desk Analyst

    hace 5 días


    San Francisco, Heredia, Costa Rica Datasite A tiempo completo

    Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcingand more. Here you'll find the finest technological pioneers: Datasite, Blueflame AI, Firmex, Grata, and Sherpany. They all, collectively, define the future for business growth.Apply for one...


  • San José, Costa Rica Smartsheet A tiempo completo

    Smartsheet is looking for a Senior Deal Desk Specialist to join our Finance Operations team supporting the Global Sales and Finance Operations teams with facilitation of deals through the Quote to Cash sales cycle. You will work with essential partners across Sales, Professional Services, Legal, Privacy, Finance, Security, Compliance, Product and Revenue...

  • Deal Desk Analyst

    hace 9 horas


    San José, San José, Costa Rica Netskope A tiempo completo

    About NetskopeToday, there's more data and users outside the enterprise than inside, causing the network perimeter as we know it to dissolve. We realized a new perimeter was needed, one that is built in the cloud and follows and protects data wherever it goes, so we started Netskope to redefine Cloud, Network and Data Security.  Since 2012, we have built...

  • Deal Desk Analyst

    hace 10 horas


    San José, San José, Costa Rica Netskope A tiempo completo

    About NetskopeToday, there's more data and users outside the enterprise than inside, causing the network perimeter as we know it to dissolve. We realized a new perimeter was needed, one that is built in the cloud and follows and protects data wherever it goes, so we started Netskope to redefine Cloud, Network and Data Security.  Since 2012, we have built...

  • Deal Desk Analyst

    hace 2 semanas


    San José, Costa Rica Netskope A tiempo completo

    **About Netskope**: Today, there's more data and users outside the enterprise than inside, causing the network perimeter as we know it to dissolve. We realized a new perimeter was needed, one that is built in the cloud and follows and protects data wherever it goes, so we started Netskope to redefine Cloud, Network and Data Security. **About the...


  • San Francisco, Heredia, Costa Rica Workday A tiempo completo

    Your work days are brighter here.We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you'll feel...


  • San José, Costa Rica Smartsheet A tiempo completo

    Smartsheet is looking for a Deal Operations Specialist to support the sales teams throughout the sales cycle. In 2005, Smartsheet was founded on the idea that teams and millions of people worldwide deserve a better way to deliver their very best work. Today, we deliver a leading cloud-based platform for work execution, empowering organizations to plan,...

  • Financial Data Associate

    hace 1 semana


    San José, Costa Rica Moody's Investors Service A tiempo completo

    As a **Financial Data Associate **on the Ratings Desk Services you will work closely with various teams across Moody’s, supervise and analyze bank loan data at initial and subsequent stage of the rating, conduct in-depth reviews of issuance/organizational documentation, identify market activity. **Responsibilities**: - Ensure global regulatory controls...

  • Financial Data Associate

    hace 2 semanas


    San José, Costa Rica Moody's Corporation A tiempo completo

    **What Moody's Corporation Has to Offer**: Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. Moody's supports independent thought and promotes a work environment that values and maximizes the contributions of all employees....