# Deal Desk

**Company:** [Clay](https://hotfix.jobs/companies/clay)
**Location:** New York, NY
**Role:** Revenue Operations
**Salary:** $120k – $150k/yr
**Experience:** 3+ years
**Skills:** CPQ, Salesforce, Excel, Google Sheets, Financial Modeling, Data Analysis, Automation, LLMs, Prompt Engineering, Zapier, Clay, no-code platforms, contract lifecycle management, ASC 606, CRM
**Posted:** 2025-12-18

> 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.

## Job Description

## 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.

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