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Deal Desk Analyst – Strategic Deal Operations

claylabs · New York

Mid 🇬🇧 English
Salesforce CPQ tools Excel Google Sheets Financial modeling Data analysis Zapier Clay Low-code platforms Contract lifecycle management LLMs Prompt engineering

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

Questions fréquentes

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Source : ats:ashby

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Published 2 weeks ago

Expires 1 month from now

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claylabs

New York