Deal Desk Credit Analyst

About the role:

We are seeking a proactive and detail-oriented Credit Analyst to join our newly established Credit Management team within the Deal Desk organization. This role will be critical in building and defining our new credit management function, as outlined in our Credit Management Program. You will be responsible for evaluating the creditworthiness of new and existing customers, mitigating credit risk, and supporting the company's financial health. The ideal candidate thrives in a fast-paced environment, possesses strong analytical skills, and enjoys collaborating with cross-functional teams to drive process improvements.

This is a remote position open to candidates residing in Mexico.

You should apply if:

• You want to impact the industries that run our world: Your efforts will result in real-world impact—helping to keep the lights on, get food into grocery stores, reduce emissions, and most importantly, ensure workers return home safely.
• You are the architect of your own career: If you put in the work, this role won’t be your last at Samsara. We set up our employees for success and have built a culture that encourages rapid career development, countless opportunities to experiment and master your craft in a hyper growth environment.
• You’re energized by our opportunity: The vision we have to digitize large sectors of the global economy requires your full focus and best efforts to bring forth creative, ambitious ideas for our customers.
• You want to be with the best: At Samsara, we win together, celebrate together and support each other. You will be surrounded by a high-calibre team that will encourage you to do your best. 

In this role, you will: 

• Perform comprehensive credit analysis on prospective and existing customers, including reviewing credit reports, financial statements (balance sheets and income statements), and industry trends.
• Assess credit risk and recommend appropriate credit limits and payment terms in accordance with company policy.
• Collaborate closely with the Deal Desk, Sales, and other cross-functional teams to resolve credit-related issues and facilitate customer approvals for sub-annual billing frequencies.
• Process and analyze requests for credit limit increases for existing customers, evaluating payment history and current credit profiles.
• Maintain the accuracy and integrity of all credit data by actively monitoring and managing credit tools and databases.
• Contribute to the continuous improvement of the credit management process by identifying inefficiencies and participating in projects to automate and optimize workflows.
• Maintain accurate and up-to-date customer credit files and records.
• Champion, role model, and embed Samsara’s cultural principles (Focus on Customer Success, Build for the Long Term, Adopt a Growth Mindset, Be Inclusive, Win as a Team) as we scale globally and across new offices.

Minimum requirements for the role:

• 2+ years of professional experience in credit analysis, finance, or a related role.
• Strong analytical skills with a proven ability to interpret financial data and credit reports.
• Professional-level written and verbal fluency in English. 
• Excellent attention to detail and a high degree of accuracy.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Strong written and verbal communication skills to effectively interact with internal and external stakeholders.
• Adaptability to work a flexible schedule to support global operations, including adjusting hours to provide critical coverage for regions with higher volume.
• Willingness to work a rotating holiday schedule to ensure business continuity and support quarter-end financial cycles, which may conflict with local holidays. 

An ideal candidate also has:

• Previous experience in the banking, lending, or financial services industries.
• Experience in a SaaS or technology company.
• Salesforce and Zendesk experience.
• A continuous improvement mindset and an appreciation for leveraging data to make meaningful business process changes.
• Aptitude for building and maintaining strong relationships with key stakeholders and peers.