Deal Desk Analyst

5 days ago


Montreal administrative region, Canada Poka EN Full time

At Poka, we’re transforming how frontline teams operate, learn, and solve problems. Our connected worker platform is purpose-built for manufacturing, empowering frontline workers to share knowledge, collaborate in real-time, and drive continuous improvement. Think of it as the missing digital link, bringing the human interface into the stack of the Smart Factory, generating the right data and insights that drive entirely new scales of process improvements. We’re proud to support global leaders like Nestlé, Bosch, Mars, and Danone in their digital transformation journeys and as part of the IFS family, our reach and impact continue to grow globally. Deal Desk Analyst As a Deal Desk Analyst, you will play a crucial role in supporting the sales team in any request they may have through the Quote to Cash process. You will mostly be involved in pricing strategies, Order Form creation and CRM accuracy overview. As a member of the finance team, you will report directly to the Finance Director. What you’ll be responsible for: Pricing Strategy: Advise the sales team in developing complex pricing strategies based on customer’s ask and Poka’s best practices. Forecasting Accuracy: Insure deals forecasting accuracy by supporting the weekly forecast process. CRM Data Management: Manage and maintain accurate data within Salesforce, ensuring data integrity and facilitating sales process and reporting. Contract Review: Review contracts and proposals for accuracy, completeness, and compliance with legal and company standards. Approval Process: Facilitate the internal deal approval process, ensuring timely reviews and approvals. Relation with the Sales Team: Create a relation built on trust and collaboration with the sales team and the other departments. What you bring to the table: Bachelor’s degree in business, finance, or a related field. 2+ years of experience in deal desk, revenue operations, finance or in a similar role. Strong ability to work with other departments and to create relationships with key stakeholders. Strong analytical skills with the ability to interpret complex deal data and make informed recommendations. Strong attention to detail and a commitment to accuracy. Good knowledge of Excel. Proficiency with Salesforce or similar CRM systems. Excellent knowledge of English, both spoken and written. What we offer: Dynamic and collaborative work environment. A generous vacation policy starting on your first day. Hybrid work policy - Work from the office one day a week if you live within a 40km radius to our Quebec City office or a 15 km radius to our Montreal office. 100% remote work if you do not live within the radiuses mentioned above. A truly flexible schedule that allows you to adapt your work hours. Group insurance from day one (dental, medication, disability, travel, etc.) with employer contributions, including access to telemedicine and an Employee Assistance Program (EAP). A retirement savings plan with employer contributions. A MacBook Pro and a $500 home office allowance upon hiring. Tasty snacks available at all times in our offices (fresh fruits, snacks, pastries, coffee, tea, etc.) The tools, support, and opportunities you need to keep learning and progressing in your career. *Certain benefits are exclusively accessible to employees in Canada. Please note: An understanding of English is essential at Poka, as it is the language used during company-wide meetings and many internal communications, ensuring effective collaboration and decision-making. In addition, as Poka operates in an international environment, English is the primary language for communicating with our clients and partners, enabling us to better serve them and represent Poka in a professional manner. At Poka, we are committed to equity, diversity, and inclusion in our hiring. You may choose to share your gender identity below to help us track and improve our hiring practices. This information is entirely optional, will be accessed only by authorized HR personnel, and will be used solely for anonymized, aggregate statistical reporting to ensure equitable hiring. Your choice will remain confidential and will not affect your application in any way. You may withdraw your consent at any time by contacting poka.hr.bot@poka.io. By checking this box, I agree to allow Poka EN to retain my data for future opportunities for employment for up to 730 days after the conclusion of consideration of my current application for employment. #J-18808-Ljbffr


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