Deal Desk

Clay; United States; On-site; USD 133,000 - 185,000; Full time

Job summary

A leading firm in innovative sales solutions is seeking a Deal Desk Analyst to structure complex deals and ensure compliance with revenue standards. The candidate should have 3-6 years in sales operations, possess strong analytical skills, and have a Bachelor’s degree in a related field. This role offers competitive compensation between $133,000 and $185,000, along with the opportunity to develop AI-driven strategies for deal evaluation and speed up operational efficiencies.

Qualifications

• 3-6 years of experience in deal desk or sales operations.
• Demonstrated ability to design scalable automation solutions.
• Exceptional attention to detail and strong business acumen.

Responsibilities

• Partner with teams to structure non-standard and complex deals.
• Develop and maintain deal desk policies and best practices.
• Implement AI and automation tools for contract analysis.

Skills

Advanced Excel/Google Sheets skills

Quantitative and analytical skills

Strong communication skills

Proficiency in CPQ tools

Experience with Salesforce

Education

Bachelor’s degree in Business, Finance, Economics or related field

Tools

Salesforce

CPQ tools

Zapier

Job description

Overview

Join Clay as a Deal Desk Analyst and help our mission to enable organizations to turn growth ideas into reality. Clay combines AI‑powered insight with the expertise of leading founders and innovators to scale marketplaces, marketplaces to market.

Deal Desk @ Clay

We are building a world‑class, AI‑driven deal desk that accelerates deal velocity while ensuring compliance with revenue recognition and pricing excellence. This high‑impact role combines deep deal structuring expertise, financial acumen, and a passion for automation to deliver measurable revenue growth.

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 policies and revenue recognition rules.
• 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 such as deal velocity, approval times and discount trends.
• Facilitate pricing training and enablement for GTME and GS teams.

What You’ll Bring

• Bachelor’s degree in Business, Finance, Economics or related field.
• 3‑6 years of experience in deal desk, sales operations, finance or 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 design scalable automation solutions for manual processes.
• Excellent communication skills and ability to interact 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 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.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Business Development and Sales

Location & Compensation

New York, NY – $133,000.00 – $185,000.00

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