Clay

Deal Strategy, Ops

Clay

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Salary

💰 $120,000 - $150,000 per year

About the role

  • 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

Requirements

  • 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
Benefits
  • All employees can work for free with world-class coaches who specialize in creativity, management, and more.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
deal desksales operationsfinancial modelingdata analysisautomation solutionspricing negotiationsrevenue recognitiondiscount structuresCPQ toolsadvanced Excel
Soft Skills
quantitative skillsanalytical skillsattention to detailcommunication skillsbusiness acumen