Deal Operations Analyst

Harvey•Chicago, IL
•$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 role focused on deal flow, resolving process issues in real time, and scaling 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, such as Salesforce CPQ, DealHub, Ironclad CLM, or similar, and a basic understanding of how pricing and approvals are operationalized.
  • Experience managing or working within a ticketing or queue-based support model, such as Zendesk, Jira, Salesforce cases, or similar.
  • 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 to ensure 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, providing timely responses and clear communication with stakeholders.
  • Serve as a frontline support resource for Sales questions related to 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 new workflows, fields, or guardrails.
  • Contribute to sales and deal desk enablement through documentation, process guides, and training support.
  • Identify recurring quote-to-cash issues or inefficiencies and surface recommendations for improvement.
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