Own the Deal Strategy intake board: review, approve, reject, or route requests against guardrails or triage where net new.
Triage and process T&C and commercial-agreement redlines with Legal support including inserting pre-agreed custom clauses into order forms.
Handle deposit-waiver, payment-term, payment-method other Treasury exceptions with Treasury, weighing ROI and credit risk.
Review order forms for pricing, currency and billing accuracy before close.
Prioritise deals by $ impact (MRR), close date and risk exposure (credit, legal, compliance).
Maintain the clause library and pre-approved pricing/terms playbooks so reps can self-serve standard cases.
Run XFN taskforces for our largest deals and keep XFN blockers moving.
Track and report Deal Approval metrics (time-to-decision, % self-serve vs high-touch, rework/reroute rate); use the data to propose guardrail tweaks.
Design and evolve guardrail frameworks and exception-handling processes; drive adoption cross-functionally
Design enablement programs for large deals and competitive positioning topics.

Can independently own day-to-day deal exceptions in a B2B environment — e.g. 2+ years Deal Desk, RevOps, commercial finance, sales ops, or commercial-contracts work.
Strong grounding in the legal and finance mechanics of deals — confident evaluating T&C/commercial-agreement redlines, deposit waivers, payment-term/method exceptions, and credit risk, and partnering closely with Legal, Treasury and FP&A.
Hands-on ownership of pricing/discount approvals or commercial exception handling.
Sound commercial judgment — weighs growth, margin, credit, legal and competitive risk and makes a defensible call.
Excellent async, documentation-first communication across global, XFN stakeholders.
[BONUS] Using data/AI to surface deal insights and automate approval flows
[BONUS] EOR / global-employment knowledge is a plus but fully trainable here — we're prioritising legal/finance deal expertise.
[BONUS] Background in management consulting, investment banking, or corporate finance.
A reliable home internet connection and fluency in both written and spoken English.

Work from anywhere
Paid time off: 40 days off per year (including holidays and vacation), or more if required by your country.
Mental health support: Access Plumm, our mental well-being service.
Wellbeing allowance: Each month, receive a wellbeing allowance in your ThanksBen wallet. Spend it on a wide range of options; see the benefits catalogue for ideas.
Flexible parental leave: All new parents are eligible for at least three months’ paid leave, with job protection for up to 12 months or as required locally.
WFH stipend: Receive a stipend for your laptop and home office equipment to get you set up quickly.

Senior Deal Strategy & Operations Specialist

Key skills