Deal Desk Analyst

Life at MX We are driven by our moral imperative to advance mankind - and it all starts with our people, product and purpose. We always carry a deep sense of drive and passion with us. If you thrive in a challenging work environment, surrounded by incredible team members who will help you grow, MX is the right place for you. Come build with us and be part of an award-winning company that’s helping create meaningful and lasting change in the financial industry. MX is looking to add a Deal Desk Analyst to our Finance Operations team. You will partner with sales, client success, and operations teams to (i) build, streamline, and automate our deal desk processes, (ii) support management by ensuring strong data-integrity, (iii) analyze sales order structure and pricing to provide guidance to the sales organization. Job Duties Act as a Sales-facing subject matter expert on process, policy, and pricing related matters Partner with the Sales teams to ensure opportunities are properly built and tracked in Salesforce including stage, probability, booking amount, and various other required fields Assist Sales teams in building and positioning complex orders, which involves acting as the liaison between Sales and other key partners involved in the deal structuring process (e.g. Sales Operations, Accounting, Order Management, Legal, Product Marketing, etc.) Be responsible for the day-to-day quote and pricing approvals Assist Sales with crafting Quotes, Sales Orders, and Partnership Agreements Maintain an agreed upon SLA on deal turnaround times data-driven consultation to internal stakeholders using financial and operational modeling to answer complex questions Works in typical office conditions; read from and enters data into a computer Basic Requirements Bachelor’s degree or similar experience in accounting, finance, or related field Ability to distill complex information into easily consumable reports, statements and communications that provides insights, enabling quick decision making Strong quantitative skills and highly proficient in Excel, PowerPoint, Saleforce.com, Zuora or similar CPQ tools Strong ability to manage multiple stakeholder expectations, timelines, and deliverables Ability to work with data, inclusive of a keen attention to detail, data discrepancies, and down-stream dependencies Strong business acumen, strong reporting and analytics, troubleshooting, problem-solving, and project management skills Advanced requirements Organization skills, customer-focused mind, ability to innovate Work Environment At MX, we prioritize flexible working arrangements, which allows us to attract top talent, provide improved work-life balance, and increase productivity. Our flex philosophy is centered on trust, responsibility, and communication. Our team members enjoy a balance of remote work and monthly in-person collaboration meetings. Travel expectations are about 15%, and the company covers travel expenses for remote employees. Local employees are encouraged to utilize in-office time on a weekly basis. Both local and remote employees can take advantage of our incredible office space with onsite perks like company-paid meals, onsite massage therapist, golf simulator, and meditation room to name a few. Compensation The expected earnings for this role could be comprised of a base salary and other forms of cash compensation, such as bonus or commissions as applicable. The base salary is $71,000 to $85,250. This pay range is just one component of MX's total rewards package. MX takes a number of factors into account when determining individual starting pay, including job and level they are hired into, location, skillset, peer compensation. #LI-Remote #LI-Hybrid MX is proudly committed to recruiting and retaining a diverse and inclusive workforce. As an Equal Opportunity Employer, we never discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, military or veteran status, status as an individual with a disability, or other applicable legally protected characteristics. We particularly welcome applications from veterans and military spouses. All your information will be kept confidential according to EEO guidelines. You may request reasonable accommodations by sending an email to hr@mx.com. MX is on a mission to improve the financial lives of everyone. We believe each of us has a moral imperative to use our time and talents to change the world for the better. We are creating innovative software and partnering with financial institutions and fintech companies to bring financial freedom to the lives of individuals, families, and communities. MX is well positioned as a unified data platform -- powering award-winning financial management, online/mobile banking and innovative wealth management tools. MX is an equal opportunity employer. We consider individuals seeking employment without regards to age, race, color, gender, sexual orientation, religion, military or veteran status, or any other characteristic protected by federal, state, or local laws. We particularly welcome applications from veterans and military spouses. All your information will be kept confidential according to EEO guidelines. To review our data use practices, visit our Recruiting Privacy Notice.