Deals Desk Lead

Markham, ON, CA, Canada

Job Description

Company Overview



Unity Connected Solutions is a full-service communications provider specializing in the design, implementation, optimization, and management of voice, video, and data technologies. We aim to enhance business productivity, efficiency, and communication quality. At Unity Connected Solutions, we collaborate closely with our clients to address their most critical communication challenges, partnering with them to deliver tailored solutions that meet their specific business needs. Our company is "Driven by Customers, Powered by Trust."

Summary



Reporting to VP, Finance, this role plays a critical role in supporting the Sales team and other internal teams by managing the end-to-end quoting and procurement process, maintaining accurate pricing data, and performing financial analysis to optimize gross profit. This role requires strong attention to detail, vendor negotiation skills, and the ability to manage a high volume of administrative tasks with urgency and accuracy.

You will partner closely with Sales, Engineering, Finance, and Procurement teams to ensure deals are properly structured. If you enjoy working in a fast-paced, high-impact environment and have experience supporting both SaaS/cloud and traditional product sales, we'd love to hear from you!

Key Responsibilities



Quoting & Proposal Management



Prepare customer quotations/proposals in the ERP system accurately and in a timely manner. Liaise with internal teams (Finance, Sales, PMs, and SEs) to gather necessary information to prepare quotes. Follow-up with Sales on quote status (pending/win/loss). Process signed quotes and ensure full co-ordination of vendor order processing in conjunction with project timelines (work with project managers).

Pricing & Financial Analysis



Analyze pricing on quotes, including sell price vs. cost. Manage the end-to-end vendor negotiations, including taking advantage of various promotions, incentives and volume discounts. Assess and analysis profitability. Maintain and update vendor price list and customer sell price in ERP. Identify opportunities to improve gross profit through vendor negotiations and order consolidation. Provide insights into pricing trends, profitability, and winning strategies.

Procurement & Vendor Management



Negotiate pricing and terms with vendors. Issue purchase orders (POs) to vendors and track delivery status. Coordinate with vendors and internal team to ensure timely and accurate order fulfillment. Maintain and build strong relationships with vendors.

Administrative Support



Track and manage quote lifecycle (WIP, open, closed, processed) Respond to pricing inquiries from internal team members. Provide administrative support with a strong sense of urgency. Develop and maintain deal desk processes, systems/tools, templates, and documentation. Support and train team members on deal desk processes, pricing models, and best practices while demonstrating a sense of urgency. Drive improvements in quoting accuracy, and workflow automation.

Skills & Qualifications



3+ years' experience in sales operations, deals desk, or commercial finance roles. Strong understanding of pricing models, deal structures, and sales lifecycle. Strong communication (written and oral), problem-solving, and negotiation skills. Strong computer skills (Excel and Word). Ability to multitask, prioritize and analyze financial information in detail. Possess a style that embodies a sense of urgency. Detail-oriented with a proactive approach to problem-solving. Team-oriented with a collaborative mindset. Experience in the tech industry (e.g., SaaS, cloud infrastructure, or hardware/software sales) considered an asset.
Job Type: Full-time

Pay: $50,000.00-$65,000.00 per year

Benefits:

Casual dress Company events Dental care Disability insurance Employee assistance program Extended health care Life insurance On-site parking Paid time off Profit sharing RRSP match Vision care
Work Location: Hybrid remote in Markham, ON L3R 9W7

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Job Detail

  • Job Id
    JD2826823
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Markham, ON, CA, Canada
  • Education
    Not mentioned