Deal Desk Specialist

THE ROLE 📝

This is an exciting opportunity where you will act as a key partner to a number of internal teams, whilst also working on processes that will directly impact upon the structure and execution of Form3’s deals, on a global scale.

With previous experience working within an Enterprise Technology or SaaS Deal Desk team, you will work 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

• Work on end-to-end RFP and RFI processes, ensuring the delivery of high-quality proposals that align with customer requirements and business objectives.
• Develop and implement scalable SaaS pricing models, balancing growth, profitability and customer strategies.
• Structure, 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 a Deal Desk Specialist who has prior experience within a similar team, focusing on RFP management, pricing strategy and deal execution.

• 3+ years’ experience working within a Deal Desk, Pricing Strategy or Sales / Sales Operations role.
• Relevant prior experience working within an SaaS or Enterprise Technology business.
• Proven experience of RFP/RFI processes, particularly within regulated industries, such as FinTech or Financial Services.
• Expertise in 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.
• Proven understanding and experience of adhering to all relevant commercial and/or regulatory policies.
• Proficiency in Salesforce, with experience managing Deal Desk 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 a pivotal 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 1: Screening Call with the Talent Team

Stage 2: Zoom Interview with the Revenue Operations & Deal Desk Lead

Stage 3: Team Interview with two members of the Customer Success team

Stage 4: 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 that 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:

What we do | Life at Form3 | Benefits | Flexa-verified employer | Podcasts

OUR DEI&B COMMITMENT 

We hire talented people from a variety of backgrounds and experiences and are committed to a work environment based on diversity, open-mindedness and curiosity. We’re united by our company values (we even created them together!) and we celebrate our unique differences. 

Our employee lifecycle processes are designed to embrace equal opportunity and prevent discrimination against our people regardless of personal characteristics. It is our strong belief that the more inclusive and belonging we are as a business, the better our work will be. 

As an inclusive employer, we guarantee to interview all neurodiverse and physically disabled applicants who meet the minimum criteria for this role. We also encourage candidates to notify us of any reasonable adjustments that may be required during the recruitment process. This includes providing job adverts in alternative, accessible formats or adjustments required at interview stage. 

 If you consider yourself to be neurodiverse or physically disabled under the UN definition of disability and would like to be considered under this scheme and/or require any reasonable adjustments please let us know by sending an email to careers@form3.tech clearly stating your consent for us to process this data. For more information please refer to our Recruitment Data Policy.