Deal Desk

DEAL DESK @ CLAY We're looking for a strategic Deal Desk Analyst who combines deal structuring expertise with a passion for AI-driven process optimization. This role is critical in accelerating deal velocity through intelligent automation while ensuring compliance with company policies and maximizing deal value. You'll serve as a trusted advisor to sales teams, providing deal structuring guidance, pricing optimization, and contract negotiation support—all while leveraging AI tools and automation to scale our operations. This is a high-impact role for someone who thrives in fast-paced environments and wants to directly influence revenue growth through strategic deal management and innovative process automation. WHAT YOU'LL DO Deal Operations & Execution - Partner with GTME (Sales) and GS (CX) teams to structure non-standard and complex deals, ensuring alignment with company guidelines and revenue recognition policies - Review and approve deal terms, pricing, and discount structures within established approval matrices - Guide pricing negotiations, commercial terms, payment terms, and special provisions while maintaining margin targets - Collaborate with Legal, Revenue Operations, and Accounting to ensure deal compliance, accurate booking, and revenue recognition Process Documentation & Automation - Develop and maintain deal desk policies, guidelines, playbooks, and best practices documentation - Implement and optimize AI and automation tools for contract analysis, issue alerts, and automated decision support - Create dashboards and automated reporting systems on key metrics, including deal velocity, approval times, and discount trends - Facilitate pricing training and enablement for fast-growing GTME and GS teams WHAT YOU'LL BRING - Bachelor's degree in Business, Finance, Economics, or related fields - 3-6 years of experience in deal desk, sales operations, finance, or a related analytical role - Proficiency in CPQ tools and CRM systems (Salesforce preferred) - Advanced Excel/Google Sheets skills, including financial modeling and data analysis - Strong quantitative and analytical skills with exceptional attention to detail - Demonstrated ability to identify manual processes and design scalable automation solutions - Excellent communication skills with the ability to interact effectively with customer-facing teams and executives - Strong business acumen and understanding of sales processes NICE TO HAVES - Experience with usage-based subscription business models - Familiarity with LLMs (GPT, Claude, etc.) and prompt engineering for business applications - Experience with automation tools (Zapier, Clay) or a strong interest in learning them - Knowledge of no-code/low-code platforms for building internal tools - Experience with contract lifecycle management (CLM) systems - Familiarity with revenue recognition principles (ASC 606) - Understanding of legal and contractual terms

WHAT YOU'LL BRING - Bachelor's degree in Business, Finance, Economics, or related fields - 3-6 years of experience in deal desk, sales operations, finance, or a related analytical role - Proficiency in CPQ tools and CRM systems (Salesforce preferred) - Advanced Excel/Google Sheets skills, including financial modeling and data analysis - Strong quantitative and analytical skills with exceptional attention to detail - Demonstrated ability to identify manual processes and design scalable automation solutions - Excellent communication skills with the ability to interact effectively with customer-facing teams and executives - Strong business acumen and understanding of sales processes NICE TO HAVES - Experience with usage-based subscription business models - Familiarity with LLMs (GPT, Claude, etc.) and prompt engineering for business applications - Experience with automation tools (Zapier, Clay) or a strong interest in learning them - Knowledge of no-code/low-code platforms for building internal tools - Experience with contract lifecycle management (CLM) systems - Familiarity with revenue recognition principles (ASC 606) - Understanding of legal and contractual terms