Deal Strategy & Ops

Clay · Vertical AI · New York, NY · Finance

Clay is seeking a Deal Strategy Associate to accelerate deal velocity through intelligent automation and AI-driven process optimization. This role involves structuring complex deals, providing pricing guidance, and ensuring compliance, while leveraging AI tools to scale operations and improve efficiency. The ideal candidate will have experience in deal desk or sales operations, strong analytical skills, and a passion for AI-driven process improvement.

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. Review and approve deal terms, pricing, and discount structures within established approval matrices
  3. Guide pricing negotiations, commercial terms, payment terms, and special provisions while maintaining margin targets
  4. Develop and maintain deal desk policies, guidelines, playbooks, and best practices documentation
  5. Implement and optimize AI and automation tools for contract analysis, issue alerts, and automated decision support

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 to scale our operations
  • Implement and optimize AI and automation tools for contract analysis, issue alerts, and automated decision support
  • design scalable automation solutions