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Emerging Talent: Deal Desk Strategy Associate

Blend

Blend

People & HR
Mexico City, Mexico
Posted on Monday, June 3, 2024

Blend is a diverse team of problem solvers who believe that the world’s financial resources should be more accessible. Our cloud banking platform is used by Wells Fargo, U.S. Bank, and over 330 other financial services firms to acquire more customers, increase productivity, and deliver end-to-end digital experiences. Our software enables our customers to process an average of more than $5 billion in loans per day, making it possible for consumers to reach their financial goals faster and lead better lives. Come do work that matters.

As a Deal Strategy Associate on our Revenue Operations team, your role will be crucial in ensuring our sales team receives accurate quotes that are aligned with Blend’s pricing strategies and revenue goals. This position requires not only meticulous attention to detail but also a deep understanding of the Blends product offerings and pricing, which is critical to maintaining our trust and relationship with the sales team and other cross-functional teams.

We are looking for a highly motivated professional who is a recent university graduate to support the sales quote and order process. The ideal candidate is someone who is detail-oriented, enjoys identifying ways to improve processes, demonstrates an exceptional ability to work both independently and as part of a team, and has a readiness to learn attitude that can adapt quickly in a dynamic and evolving environment.

This position represents an excellent opportunity for those seeking to kickstart their career in Deal Strategy and Operations as part of a Revenue Team, offering a platform to apply and expand their knowledge in a real and challenging context. We highly value individuals who bring innovation, efficiency, and a fresh perspective to our team, and we are committed to supporting their professional development within our organization.

Note: This is a HYBRID role based in our Mexico City office. In order to be considered for the role, please submit your resume in English.

How you'll contribute:

  • Assist in the end-to-end order-to-contract process and identify process improvements
  • Verify contract details in our customer relationship management tool to ensure our revenue team is able to bill customers completely and accurately
  • Build trust and partner with cross-functional groups (i.e., accounting, revenue operations, legal and sales) to drive best practices
  • Ability to work collaboratively as well as independently, maintain a high degree of accuracy and work efficiently to meet tight deadlines
  • Responsible for drafting and reviewing less complex order forms
  • Build an understanding of contractual terms for Blend’s agreements

Who you are:

  • We are seeking a recent university graduate who can maintain a detail-oriented mindset while multitasking
  • Someone who is detail oriented, proficient in reviewing contract documents to ensure completeness, accuracy, and alignment with company policies on a monthly basis
  • An individual who has demonstrated the ability to work effectively in a team environment with diverse stakeholders across departments
  • An effective collaborator who can work with multiple teams and is always looking for answers and eager to learn
  • A self-starter mentality and a desire to make a positive, lasting impact
  • Excellent communication skills in team interactions and ensuring effective collaboration with counterparts and the sales team
  • Ability to handle peak order volume to meet end-of-month and end-of-quarter deadlines

Required Skills:

  • Experience with Microsoft Office Suite, Google Suite, Adobe Acrobat Pro, and Salesforce. Candidates are expected to have the capability to be able to edit and format documents, create quotes, and make updates to opportunities in Salesforce and CPQ
  • The ability to review contracts and order forms for detecting discrepancies, ensuring accuracy, and maintaining uniformity
  • Capacity to prioritize tasks, meet deadlines, and handle multiple requests simultaneously
  • Flexibility to adjust to changes in quoting processes, product offerings, or software systems
  • Capability to troubleshoot quote issues, resolve discrepancies, and implement corrective actions

Benefits & Perks:

  • Relocation & Sign On Bonuses (If Applicable)
  • Private Medical via Allianz
  • Blend Contributions to Mexican Social Security
  • Prima (Vacation Bonus)
  • Aguinaldo (Christmas Bonus)
  • Food Voucher/Meal Allowance ($2,000 pesos/month)
  • On-Site Parking
  • 12 weeks Maternity & Paternity Leave
  • Generous Paid Time Off
  • 11 Paid National Holidays