Deal Desk Analyst – Strategic Deal Operations
claylabs · New York
Job description
About the role
We are seeking a strategic Deal Desk Analyst who blends deal‑structuring expertise with a passion for AI‑driven process optimization. The role accelerates deal velocity through intelligent automation while ensuring compliance with company policies and maximizing deal value.
Key responsibilities
- Partner with GTME (Sales) and GS (CX) teams to structure non‑standard and complex deals, aligning 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‑practice 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 such as deal velocity, approval times, and discount trends.
- Facilitate pricing training and enablement for fast‑growing GTME and GS teams.
Required profile
- Bachelor's degree in Business, Finance, Economics, or a related field.
- 3–6 years of experience in a deal desk, sales operations, finance, or a comparable analytical role.
- Proficiency with CPQ tools and CRM systems, preferably Salesforce.
- Advanced Excel/Google Sheets skills, including financial modeling and data analysis.
- Strong quantitative and analytical abilities with meticulous attention to detail.
- Proven ability to identify manual processes and design scalable automation solutions.
- Excellent communication skills for effective interaction with customer‑facing teams and executives.
- Solid business acumen and understanding of sales processes.
Required skills
- Salesforce (CRM)
- CPQ tools
- Microsoft Excel
- Google Sheets
- Financial modeling
- Data analysis
- Automation tools (e.g., Zapier, Clay)
- No‑code/low‑code platforms
- Contract lifecycle management (CLM) systems
- LLMs such as GPT or Claude and prompt engineering
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Published 2 weeks ago
Expires 1 month from now
15 views · 0 interested
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claylabs
New York