Deal Strategy & Ops
CLAY, New York, NY, United States
Deal Strategy & Ops @ Clay
We're looking for a Deal Strategy Associate 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 supportall 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. 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
We're looking for a Deal Strategy Associate 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 supportall 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. 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