Deal Desk Analyst

Clay · Vertical AI · New York, NY · Finance

This role focuses on optimizing deal processes within a company that uses AI, but the role itself is not directly building or researching AI models. It involves deal structuring, pricing, contract negotiation, and process automation, with an emphasis on using AI tools to improve efficiency and scale operations. The primary output is optimized deals and processes, not AI models.

What you'd actually do

  1. Partner with GTME (Sales) and GS (CX) teams to structure non-standard and complex deals, ensuring alignment with company guidelines and revenue recognition policies
  2. Develop and maintain deal desk policies, guidelines, playbooks, and best practices documentation
  3. Implement and optimize AI and automation tools for contract analysis, issue alerts, and automated decision support
  4. Create dashboards and automated reporting systems on key metrics, including deal velocity, approval times, and discount trends
  5. Guide pricing negotiations, commercial terms, payment terms, and special provisions while maintaining margin targets

Skills

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

Nice to have

  • 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

What the JD emphasized

  • AI-driven process optimization
  • leveraging AI tools and automation
  • Implement and optimize AI and automation tools
  • design scalable automation solutions