Deal Desk Analyst (6 Month Fixed-Term)
Everlaw•Oakland, CA
•$53 - $67•Hybrid
About The Position
You'll help eliminate quoting backlogs and drive high-volume, complex deal execution as Everlaw scales through a critical capacity surge. Acting as a strategic bridge between Sales, Customer Success, Finance, and Legal, you will manage end-to-end quoting and queue triage to ensure deal structures are scalable, reliable, and compliant while protecting long-term revenue integrity. This is a full-time, non-exempt position based in our Oakland, CA office with a hybrid work schedule: in office M/W/Th with the option to work from home on Tu/Fr.
Requirements
- At least 5 years of experience in Deal Desk, Sales Operations, or Revenue Operations, including hands-on ownership of quoting for complex deal structures.
- Advanced proficiency in Salesforce CPQ (or a similar tool), with deep experience configuring products, bundles, price rules, and troubleshooting quote logic.
- Balance short-term sales velocity with long-term revenue integrity, ensuring deals move quickly while adhering to pricing and compliance guardrails.
- Clear communicator who can articulate complex commercial concepts across Sales, Customer Success, Finance, Legal, and technical teams.
- Detail-oriented and experienced in managing high-volume queues in fast-paced SaaS environments.
- Authorized to work in the United States. Everlaw is not sponsoring U.S. employment visas for this role.
Nice To Haves
- Experience or interest in exploring AI-driven tools or automation agents to streamline Deal Desk workflows and queue management.
Responsibilities
- Manage end-to-end quoting for new business, renewals, and complex amendments using Salesforce CPQ.
- Own the Salesforce and Zendesk queue, managing the intake, triage, and escalation of all Quote-to-Cash requests within defined SLAs.
- Partner cross-functionally with Finance and Legal to navigate non-standard terms and resolve system inefficiencies.
- Assist in standardizing deal workflows and systemizing the escalation process within Salesforce to improve operational transparency.
- Ensure all deals adhere to established price books, discount thresholds, and Everlaw’s financial compliance standards.
Benefits
- Comprehensive medical, dental, and vision coverage
- Flexible Spending Accounts for health and dependent care expenses
- Membership to Modern Health to support mental health and wellness
- Paid parental leave
- Company-sponsored life and disability insurance
- Competitive equity grants
- 401(k) plan with company matching of up to 4% of eligible annual compensation
- 17 paid vacation days, 11 federal holidays, and paid sick leave
- Four "Everlawlidays" (additional paid company-wide days off) per year
- Annual allocation for learning & development and relevant professional membership dues
- Hybrid work with regular work-from-home days and flexibility for life's logistics
- Monthly home internet reimbursement, plus a stipend for your desk setup
- Catered lunch each workday, plus snacks and company-wide events in our offices
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
