Deal Specialist

CrowdStrike CrowdStrike · Enterprise · United States · Remote

This role is a Deal Specialist within CrowdStrike's Financial Services division, focusing on processing and coordinating financing transactions for their cybersecurity platform. It involves managing documentation, customer onboarding, and stakeholder coordination to facilitate deal closure. The role requires experience in financial services operations and strong process management skills.

What you'd actually do

  1. Process and coordinate financing transactions
  2. Manage documentation requirements and ensure compliance
  3. Support customer onboarding and account setup
  4. Coordinate with various stakeholders to facilitate deal closure and post closure activities
  5. Maintain accurate records and provide regular status updates

Skills

Required

  • 2-4 years of experience in financial services operations
  • Bachelor's degree in Business Administration or related field
  • Strong documentation and process management skills
  • Experience with financial services systems and tools
  • Detail-oriented with strong organizational abilities
  • Excellent customer service orientation

Nice to have

  • PST or MST preferred