Deal Desk and Operations Analyst

Omilia is at the forefront of conversational AI, empowering enterprises worldwide to deliver exceptional customer experiences through advanced natural language understanding (NLU) and automated service solutions. Our AI-driven platform allows companies to create seamless, human-like interactions at scale, resulting in improved customer satisfaction, loyalty, and operational efficiency. With a growing global presence, Omilia is expanding through strategic innovation, strong partnerships, and a commitment to customer success.

Job Summary:
We are seeking a detail-oriented and proactive Deal Desk and Operations Analyst to serve as the bridge between Sales, Finance, and Legal. In this pivotal role, you will be responsible for streamlining the quote-to-contract process, ensuring the commercial and technical integrity of our deals, and optimizing our operational workflows.

You will act as a primary advisor on deal structuring and pricing while managing the day-to-day operations of our CPQ (Configure, Price, Quote) environment. Additionally, this role serves as a key regional liaison for our LATAM markets, requiring fluency in Spanish to support strategic partners and complex bids in the region. This is an ideal role for someone who thrives in a fast-paced environment and enjoys building scalable processes that reduce friction for sales teams.

Key Responsibilities:

Deal Desk Management

• Deal Structuring: Act as the primary point of contact for Sales to provide guidance on pricing, commercial terms, and complex deal structures.
• Approval Workflow: Enforce and streamline the quote-to-contract approval process, ensuring all deals comply with internal policies. You will facilitate approvals for high-stakes deals, ensuring the CFO or VP of Sales has the context and data needed for rapid sign-off.
• Contract & Pricing Integrity: Review Order Forms, contracts, and quotes for accuracy before they are sent to customers. Ensure quotes meet minimum margin or MRR requirements and that aggressive discounting is justified by strategic value.
• Guided Selling: Assist the sales team in selecting correct product bundles and SKUs, ensuring mandatory add-ons are included and pricing dependencies (like volume-based tiers) are triggered accurately.
• Custom Terms Audit: Identify and flag custom requests, such as non-standard payment terms, free trial clauses, or custom SLA commitments.

Deal Operations (Deal Ops)

• SOW & Quote Reconciliation: Verify that the Technical Scope matches the Commercial Quote by cross-referencing Presales Statements of Work (SOW) with Order Forms to ensure consistency.
• Technical Validation: Confirm that the products or packages (SKUs) selected by the Account Executive are commercially accurate and technically consistent with the opportunity's constraints.
• CPQ Support & Hygiene: Serve as the subject matter expert for Sales reps navigating the CPQ environment, providing real-time troubleshooting for configuration errors. Partner with RevOps to ensure the CPQ tool reflects the latest price books and discounting rules.
• Process Improvement: Identify bottlenecks in the sales cycle and implement automated workflows to reduce friction for the sales team.

LATAM Regional & Partner Support

• Regional Commercial Liaison: Act as the primary Deal Desk point of contact for strategic LATAM-based partners.
• Bilingual Support: Provide high-touch support in Spanish (Required) and Brazilian Portuguese (Strongly Preferred), translating complex commercial logic into clear guidance for partners and local sales teams to accelerate sales cycles, including for complex RFPs and open bids.

Qualifications:

• Bachelor’s degree in Business, Finance, Operations, or a related field.
• Language Skills: Fluent in English and Spanish (Required); Brazilian Portuguese is strongly preferred.
• 3+ years of experience in deal desk, sales operations, or revenue operations in a B2B SaaS or technology environment.
• Strong understanding of the Quote-to-Cash lifecycle, pricing strategies, and contract management.
• Hands-on experience with CPQ tools and Salesforce is highly desirable.
• Excellent analytical skills with the ability to reconcile technical scopes (SOWs) with commercial quotes.
• Ability to work cross-functionally with Sales, Finance, and Legal teams to resolve complex deal issues.

Why Join Us:
You’ll join a collaborative and fast-paced environment that values continuous improvement, transparency, and operational excellence. This is a high-visibility position with the opportunity to help shape the future of Omilia’s deal processes and partner ecosystem. We offer a comprehensive benefits package and the chance to work alongside passionate colleagues at the forefront of AI technology.

• Fixed compensation;
• Long-term employment with the working days vacation;
• Development in professional growth (courses, training, etc);
• Being part of successful cutting-edge technology products that are making a global impact in the service industry;
• Proficient and fun-to-work-with colleagues;
• Apple gear.

Omilia is proud to be an equal opportunity employer and is dedicated to fostering a diverse and inclusive workplace. We believe that embracing diversity in all its forms enriches our workplace and drives our collective success. We are committed to creating an environment where everyone feels welcomed, valued, and empowered to contribute their unique perspectives without regard to factors such as race, color, religion, gender, gender identity or expression, sexual orientation, national origin, heredity, disability, age, or veteran status, all eligible candidates will be given consideration for employment.