Let’s face it: out-of-pocket expenses suck. Manual expense spreadsheets are old-school. No one wants to wait until payday to be reimbursed for something they bought for work, and finance teams have better things to do than spend hours tapping away on Excel. At Pleo, we’re on a mission to change this. We’re here to make spend management surprisingly effective and empowering – for finance teams and employees.
And that's what we're here to do. But we need your help 🤝
Pleo is looking for a Deal Desk Specialist to support the sales teams throughout the sales cycle.
That’s where we need your help.
Here in the Revenue Operations team, we set our people & partners up for success in order to deliver great distribution experience across the customer lifecycle, which results in unlocking true growth potential & improving customer lifetime value. We do this by supporting all operational, enablement & strategic activities across the customer lifecycle.
As a Deal Desk Specialist, you will work cross-functionally within Rev.Ops, but also Billing, Contracts, and Legal teams to provide quoting and deal structuring support to the Sales teams. This will be a growth position as Pleo’s business continues to expand massively.
So, what will you be doing?
- Develop in-depth knowledge of Pleo’s licensing and pricing models to provide deal structuring and quoting support to our sales teams (you will work within HubSpot CRM).
- Reviews incoming deals for completeness and accuracy, including, but not limited to contractual terms, billing information, pricing, product, and legal terms to ensure negotiated deals are consistent with Pleo’s policies.
- Always seek the best strategy on a per-deal basis to maximise contract profitability across customer lifetime.
- Function as point of contact and subject-matter expert for Sales on deal pricing matters, drive adherence to internal controls, protocols, and business rules.
- Become an expert in ensuring operational excellence, including adherence to sales process requirements, and work to improve business processes, including tools, templates, and communication to increase efficiency.
- Identify areas for improvement in the Quote to Cash Cycle to accelerate order processing for improving sales efficiency.
- Work with the data analyst team to provide management with deal insights/analytics, metrics-based reporting, and ad-hoc reporting (e.g., deal validation).
- Gather field insights on key strengths and weaknesses of our pricing model and levels
You’ll stand out if you have:
- Experience with Pricing is key 🔑 Deal Desk, deal structuring/quoting for fast-growing multinational companies (prior experience with a fast-growth, international FinTech company is highly preferred).
- Are knowledgeable about pricing key concepts and tactics, finance calculation, and financial/revenue recognition principles.
- Comfortable with Excel calculation and analytics.
- Have the ability to be highly productive with minimal oversight from senior management. Sets goals and drives to fulfilment. Takes responsibility for actions and outcomes.
- Are organisationally savvy – appropriately assertive, yet cool and respectful.
- Overcomes barriers within own, peer & virtual organisations.
- Hold Sales Teams to account for deal hygiene and quality.
- Can travel when required.
Show me the benefits!
- Your own Pleo card (no more out-of-pocket spending!)
- Lunch is on us - with catering in our Lisbon, Copenhagen and London offices or a monthly lunch allowance paid directly together with your salary in other markets 🍜
- Private health insurance to ensure you’re fit in body and mind to do your best work
- Hybrid working policy- 3 days per week in our Chennai office, 2 from home. We are also open to remote candidates for this role based in India
- 25 days of PTO + public holidays
- Option to purchase 5 additional days of holiday through a salary sacrifice
- Wellbeing days - fully paid days off designed for a slower pace, allowing you to take time to recharge and prioritise self-care
- We’re trialing MyndUp to give our employees access to free mental health and wellbeing support with great success so far ❤️🩹
- Access to LinkedIn Learning - acquire new skills, stay abreast of industry trends and fuel your personal and professional development continuously
- Paid parental leave - we want to make sure that we're supportive of families and help you feel that you don't have to compromise your family due to work 👶
- All of us have a stake in Pleo’s success - ask us about our equity grant scheme
Why join us?
Working at Pleo means you're working on something very exciting: the future of work. Our mission is to help every company go beyond the books. Pleo itself means ‘more than you’d expect’, and it’s been the secret to our success over the last 8 years. So it’s only fitting that we’d pass this philosophy onto our customers to help them make the most of their finances.
We think company spending should be delegated to all employees and teams, that it should be as automated as possible, and that it should drive a culture of responsible spending. Finance teams shouldn’t be siloed from the rest of the organisation – they should work in unity with marketing, sales, IT and everyone else.
Speaking of working in unity, our values tell the story of how we work at Pleo. We have four core values, the first of which is ‘champion the customer’, which means we address real pain points that businesses face. Next up is ‘succeed as a team’, which highlights how our strength lies in our diversity and trust in each other. We also ‘make it happen’ by taking bold decisions and following through to deliver results. Last but not least, we ‘build to scale’, creating lasting solutions that address today’s challenges and anticipate tomorrow’s needs.
So, in a nutshell, that's Pleo. Today we are a 850+ team, from over 100 nations, sitting in our Copenhagen HQ, London, Stockholm, Berlin, Madrid, Montreal and Lisbon offices —and quite a few full-time remotes in 35 other countries! Being HQ'd out of Copenhagen means we're inspired by things like a good work-life balance. If you don't work in the office with us, we'll help you set up the best remote setup possible and make sure you still have time to connect with your team.
About your application
- Please submit your application in English; it’s our company language so you’ll be speaking lots of it if you join 💕
- We treat all candidates equally: If you are interested please apply through our application system - any correspondence should come from there! Our lovely support isn't able to pass on any calls/ emails our way - and this makes sure that the candidate experience is smooth and fair to everyone 😊
- We’re on a mission to make everyone feel valued at work. That’s only achievable if our team reflects the diversity of the world around us - and that starts with you, hitting apply, even if you are worried you might not tick all the boxes! We embrace and encourage people from all backgrounds to apply - regardless of race/ethnicity, colour, religion, nationality, gender, sex, sexual orientation, age, marital status, disability, neurodiversity, socio-economic status, culture or beliefs.
- When you submit an application we process your personal data as a data processor. Find out more about how your data is used in the FAQs section at the bottom of our jobs page.
Top Skills
What We Do
Work can be hard. Paying for stuff at work shouldn’t be.
Expense reports and out-of-pocket purchases just don't work for today's forward-thinking teams. They take power away from your people. They make a serious mess for your accountant to clear up. They cost you time and money.
Pleo offers smart company cards that enable employees to buy the things they need for work, all while keeping a company's finance team in control of spending.
Simplify bookkeeping, eliminate expense reports, revolutionise your business.
Join 30,000+ happy companies and start using Pleo today for free.
www.pleo.io
