Genfinity

Sr. Deal Desk Specialist

Genfinity  •  Makati City, PH (Onsite)  •  14 days ago
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Job Description

This role operates at the center of our go-to-market organization, partnering closely with
Sales, Finance, Legal, Pricing and Packaging, and Revenue Operations to support the
structuring and execution of commercial agreements. The Deal Desk Senior Specialist
will play a key role in helping accelerate deal velocity while ensuring alignment with
pricing policies, approval guidelines, and revenue recognition requirements.
This is a highly collaborative and detail-oriented role that requires strong organizational
skills, business acumen, and a willingness to learn. The ideal candidate is early in their
career and interested in developing expertise in quote-to-cash processes, SaaS deal
structures, and cross-functional operations.

What You’ll Own

Deal Support & Execution

  • Support Sales teams in structuring standard and non-standard deals
  • Review quotes for accuracy, completeness, and compliance with company policies
  • Assist with resolving deal-related questions and escalations

Pricing, Discounting & Governance

  • Apply pricing and discounting guidelines to ensure consistency and compliance
  • Help enforce approval workflows and documentation requirements
  • Maintain accurate records of deal terms and approvals

Order Management & Quote-to-Cash Support

  • Assist in the seamless transition of closed deals into order processing and billing
  • Partner with Accounting and Revenue teams to ensure data accuracy
  • Support adherence to revenue recognition policies (ASC 606)

Cross-Functional Collaboration

  • Work closely with Sales, Finance, Legal, Revenue Operations, and Pricing teams
  • Help facilitate communication and alignment across stakeholders
  • Provide timely updates on deal status and requirements

Operational Effectiveness

  • Support process improvements across the deal lifecycle
  • Identify data inconsistencies or inefficiencies and escalate as needed
  • Maintain documentation of processes, policies, and best practices

What You Bring

  • 1–3 years of experience in Deal Desk, Sales Operations, Finance, Accounting, or a
    related field
  • Strong attention to detail and organizational skills
  • Basic understanding of SaaS business models or willingness to learn
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong communication and collaboration skills
  • Proficiency in Excel or Google Sheets

Preferred Qualifications:

  • Experience in Finance, Accounting, Sales Ops, or RevOps
  • Exposure to CRM systems (e.g., Salesforce) or CPQ tools
  • Familiarity with quote-to-cash or order management processes
  • Interest in pricing strategy or SaaS operations

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All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, ethnicity, age, disability, marital status, or any other characteristic protected by law.

Genfinity as an Equal Opportunity Employer, believes in each person’s potential, and we’ll help you achieve yours.

All information will be kept confidential according to EEO guidelines.

Privacy Notice & Consent

We value your privacy. By submitting your information through this form, you are applying for a position at Genfinity Philippines, Inc. and voluntarily providing personal information, including your name, contact details, and resume.

This information will be collected and processed solely for recruitment purposes, including evaluating your qualifications, assessing your skills, verifying your background, and contacting you about your application. As part of the recruitment process, identity verification may be conducted at a later stage i.e. post-offer stage, which may require the collection and review of valid identification documents. Your personal data will be processed in accordance with the Data Privacy Act of 2012

You have the right to access, correct, or withdraw your data at any time. For more information, please refer to our Privacy Policy or contact our Data Protection Team at dpo@genfinity.net

By submitting this form, I acknowledge that I have read and understood the above Privacy Notice and hereby give my free, informed, and voluntary consent to the collection and processing of my personal information by Genfinity Philippines, Inc. for recruitment purposes.

Genfinity

About Genfinity

Genfinity assists companies and individuals interested in capitalizing on the opportunities that the Philippine BPM support industry provides by being operationally oriented feet on the ground.

Whether you’re looking to establish operations within the Philippines, identify the right BPM provider, enhance existing processes, explore opportunities supporting the Philippine digital transformation or need training resources to prepare the Philippines vast Allied Health, Banking and Finance, Legal, Technical or overall Customer Service oriented talent pool, our 13+ years of experience, partnerships and pioneering involvement in the industry are here to ensure your success.

Industry
Consulting & Advisory
Company Size
51-200 employees
Headquarters
Pasig City, PH
Year Founded
2016
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