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Deal Desk

Clay· 400 - G&A
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New York$120k - $150kFull-timePosted 10mo ago

About the role

Strategic Deal Desk Analyst combining deal structuring expertise with AI-driven process optimization to accelerate deal velocity, ensure policy compliance, and maximize deal value. Acts as trusted advisor to sales teams, guiding pricing, contract negotiations, and automation-enabled improvements to revenue operations.

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

Qualifications

  • 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

Skills

Required:Deal structuringPricing optimizationCPQ toolsCRM systemsAdvanced Excel/Google SheetsCommunication
Nice to have:Automation and AI tooling
Last updated Sep 16, 2026. Interested? Apply on the company site.
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Figma for 3D design

We build software to allow anyone, anywhere to create in 3D together. We believe that collaborating in 3D should feel magical and we're working to make it happen.

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