Deal Desk Analyst

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 supportall 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