Deal Desk
At a glance
Mid-level Revenue & Sales Operations role at Clay Labs. New York · full-time · $120,000–$150,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Structure complex, non-standard deals with sales and customer experience teams under company and revenue rules
- Review pricing, discounts, payment terms, and special provisions against approval limits and margin goals
- Coordinate with Legal, Revenue Operations, and Accounting for compliant booking and revenue treatment
- Build deal policies, playbooks, dashboards, and automated workflows that improve approvals and deal velocity
- Train GTME and GS teams on pricing while improving contract analysis and decision support with AI tools
What you bring
- A bachelor's degree in business, finance, economics, or a related field
- Three to six years in deal desk, sales operations, finance, or a comparable analytical role
- Working knowledge of CPQ and CRM systems, with Salesforce preferred, plus advanced Excel or Google Sheets
- Strong quantitative judgment, careful attention to detail, and experience turning manual work into scalable automation
- Clear communication skills and enough business understanding to work with customer-facing teams and executives
Who this fits
You’ll suit a mid-level analyst role that blends deal structuring, pricing judgment, process design, and automation. The position is onsite in New York and pays $120,000 to $150,000 per year.
From the employer
About Clay
AI is unleashing the biggest wave of company creation in history. Clay's mission is to be the engine those companies use to grow to their full potential.
Clay predicts the next best action for your business and then helps you take it. We started by aggregating the best data for B2B companies. Then, we built the infrastructure to run any personalized campaign on top of it, including emails, ads, landing pages, and workflows that make reps more productive. Now, we're building agents that can help grow your company for you. We're already helping thousands of customers — including Anthropic, OpenAI, Google, and Visa — go to market with unique data, signals, and AI research.
In 2026, we raised a $115M Series D at $7.1B Valuation led by Wellington — and are on track to cross $200M in revenue this quarter. We also launched a $1M Scholarship fund for GTME Education.
Some things to know about us:
Our community includes 17,000+ customers, 200+ integration partners, 125+ agencies, 50+ Clay clubs, and 30k members on Slack.
Our culture is unique inside and outside of work. Our team members are also DJs, activists, writers, clowns, marathoners, skydivers, psychedelic therapists, social workers, and more.
All employees can work with world-class coaches who specialize in creativity, management, and more.
Our operating principles — including negative maintenance and non-attached action — guide our work. Read more about them here.
Read about us in the NYT, Forbes, First Round Review, and more.
Hear from our employees directly on our Glassdoor page!
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 support—all 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
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