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Deal Strategy & Ops

Job description

About Clay

Our mission is to help organizations turn any growth idea into reality.

We see growth as a creative practice, not a formula. Finding and reaching your best-fit customers takes unique ideas and constant iteration. As AI makes execution faster and tactics easier to copy, creativity is the only lasting advantage. We're already helping thousands of customers — including Anthropic, Notion, Google, and Ramp — go to market with unique data, signals, and AI research.

In 2025, we raised a $100M Series C backed by world-class investors including Sequoia, CapitalG, and First Round — and crossed $100M in revenue.

In 2026, we announced our second employee tender offer in 9 months at a new $5B valuation. We also launched a community equity round, for our customers, agency partners, and club members.

Some things to know about us:

  • Our community includes 11,000+ customers, 150+ 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 for free 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 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 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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