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ClayClayNew York, NY

Deal Desk

The Deal Desk Analyst structures complex sales agreements, optimizes pricing, supports contract and revenue compliance, and automates deal processes using AI and reporting tools. Requires a bachelor’s degree, 3–6 years of relevant experience, strong quantitative skills, and proficiency with CPQ and CRM systems.

120k – 150k/yr
On-site3+ YOERevenue Operations

About the role

Responsibilities

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-practice documentation.
  • Implement and optimize AI and automation tools for contract analysis, issue alerts, and automated decision support.
  • Create dashboards and automated reporting systems for key metrics, including deal velocity, approval times, and discount trends.
  • Facilitate pricing training and enablement for fast-growing GTME and GS teams.

Requirements

  • Bachelor's degree in Business, Finance, Economics, or a related field.
  • 3–6 years of experience in deal desk, sales operations, finance, or a related analytical role.
  • Proficiency in CPQ tools and CRM systems, preferably Salesforce.
  • Advanced Excel or Google Sheets skills, including financial modeling and data analysis.
  • Strong quantitative and analytical skills with exceptional attention to detail.
  • 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 such as GPT and Claude, and prompt engineering for business applications.
  • Experience with automation tools such as Zapier and Clay, or a strong interest in learning them.
  • Knowledge of no-code or low-code platforms for building internal tools.
  • Experience with contract lifecycle management (CLM) systems.
  • Familiarity with revenue recognition principles, including ASC 606.
  • Understanding of legal and contractual terms.

Skills

CPQSalesforceExcelGoogle SheetsFinancial ModelingData AnalysisAutomationLLMsPrompt EngineeringZapierClayno-code platformscontract lifecycle managementASC 606CRM

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