Deal Desk
New York • FullTime
Posted 8mo ago
Remote Work Policy
On-site
Employment Type
FullTime
Categories
Applied AI Engineer
About the job
Clay is seeking a strategic Deal Desk Analyst to accelerate deal velocity through intelligent automation and ensure compliance while maximizing deal value. This role is crucial for driving revenue growth by providing expert deal structuring guidance, pricing optimization, and contract negotiation support. You will leverage AI tools and automation to scale operations and serve as a trusted advisor to sales teams in a fast-paced environment.
Responsibilities
- Structure non-standard and complex deals in partnership with Sales and CX teams, ensuring alignment with company guidelines and revenue recognition policies.
- Review and approve deal terms, pricing, and discount structures.
- Guide pricing negotiations, commercial terms, and payment terms while maintaining margin targets.
- Collaborate with Legal, Revenue Operations, and Accounting to ensure deal compliance, accurate booking, and revenue recognition.
- 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 deal metrics.
- Facilitate pricing training and enablement for sales teams.
Requirements
- 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.
Benefits
- World-class coaches specializing in creativity, management, and more.