Deal Operations Analyst

Harvey•New York, NY
•$108,300 - $162,500

About The Position

Harvey is hiring a Deal Operations Analyst to support its growing global sales organization. The role sits at the center of quote-to-cash execution and partners with Sales, Deal Desk, Finance, and Legal to ensure deals are accurately structured, approved, and closed. It is a hands-on operational position focused on supporting deal flow, resolving process issues, and helping scale systems and workflows as the business grows.

Requirements

  • 2–4+ years of experience in Sales Operations, Deal/Order Operations, Revenue Operations, or Order Management.
  • Strong attention to detail and comfort working with complex deal structures.
  • Working knowledge of Salesforce (SFDC) as a CRM, including opportunity and quoting workflows.
  • Exposure to CPQ tools and a basic understanding of how pricing and approvals are operationalized.
  • Experience managing or working within a ticketing or queue-based support model.
  • Prior involvement in CRM/CPQ projects or enhancements, such as documenting requirements, participating in testing, or supporting system rollouts.
  • Ability to communicate clearly with Sales, Finance, Legal, and Operations stakeholders.
  • Comfort operating in a fast-paced, evolving environment where processes are still being defined.

Responsibilities

  • Review, validate, and process customer orders for accuracy, compliance with pricing and contracting policies, and readiness for booking and billing.
  • Support Sales representatives with Salesforce (SFDC) opportunity management, quoting workflows, and deal hygiene.
  • Manage and triage a Deal Operations ticketing queue, ensuring timely responses and clear stakeholder communication.
  • Provide frontline support for Sales questions about SFDC and CPQ.
  • Assist with CRM and CPQ enhancements by gathering and drafting business requirements, supporting user acceptance testing (UAT) and QA, and helping roll out workflows, fields, or guardrails.
  • Contribute to sales and deal desk enablement through documentation, process guides, and training support.
  • Identify recurring issues or inefficiencies in quote-to-cash processes and surface recommendations for improvement.
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