Position Details

Salary $110K – $160K USD / year

Type Full-Time

Experience mid

Exp. Years 2-4 years

Education Bachelor's degree in Business Administration or related field

Category Finance & Accounting

About this role

This role supports CrowdStrike's financing transactions by handling documentation, compliance, onboarding, and recordkeeping for customer deals, reporting to the Deal Manager and ensuring smooth post-closure activities in a SaaS environment.

Key Responsibilities

Process and coordinate financing transactions
Manage documentation requirements and ensure compliance
Support customer onboarding and account setup
Coordinate with stakeholders to facilitate deal closure and post-closure activities
Maintain accurate records and provide regular status updates

Technical Overview

Non-technical role focused on financial operations, CRM usage for deal tracking, and documentation workflows; relies on organizational processes and compliance frameworks rather than software engineering.

Ideal Candidate

The ideal candidate is a mid-level financial services operations professional with 2-4 years of experience, strong documentation and compliance skills, and the ability to coordinate with stakeholders to process financing transactions for a SaaS cybersecurity platform.

Must-Have Skills

2-4 years of experience in financial services operationsBachelor's degree in Business Administration or related fieldStrong documentation and process management skillsExperience with financial services systems and toolsDetail-orientedExcellent customer service orientation

Nice-to-Have Skills

PST or MST preferred

Tools & Platforms

CRM systemsFinancial services systems and tools

Required Skills

financing transactionsdocumentation managementcompliancecustomer onboardingrecordkeepingCRM systemsstakeholder coordinationpost-closure activities2-4 yearsbachelor's degree in business administration or related field

Hard Skills

Financial services systems and toolsDocumentation managementComplianceCRM systemsRecordkeepingOnboarding

Soft Skills

Detail-orientedStrong organizational abilitiesExcellent customer serviceStakeholder coordinationCommunication

Industry & Role

Industry SaaS

Job Function Oversee end-to-end financing operations for CrowdStrike deals, including processing transactions, documentation, onboarding, and compliance

Role Subtype Financial Analyst

Keywords for Your Resume

deal specialistfinancing transactionsfinancial services operationsdocumentation managementcompliancecustomer onboardingrecordkeepingCRM systemscustomer relationship managementdeal manager2-4 yearsbachelor's degree in business administration or related fieldfinancial services systems and toolsdetail-orientedorganizational skillsexcellent customer serviceremotePSTMSTAnywhere (US)financial services systemsstakeholder coordination

Deal Breakers

Less than 2 years experience in financial services operations, No Bachelor's degree in Business Administration or related field, No experience with financial services systems and tools

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Deal Specialist

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