Clay · 1 month ago
Deal Desk Analyst
Clay is a creative tool for growth, helping businesses grow without huge investments in tooling or manual labor. The Deal Desk Analyst will play a critical role in accelerating deal velocity through intelligent automation, providing deal structuring guidance, pricing optimization, and contract negotiation support to sales teams.
Computer Software
Responsibilities
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
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
Qualification
Required
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
Preferred
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