Deals Operations Analyst

Harvey • San Francisco, CA

14h • $106,000 - $144,000

About The Position

We are looking to hire a Deal Operations Analyst to support Harvey AI’s growing global sales organization. This role sits at the center of quote-to-cash execution, partnering closely with Sales, Deal Desk, Finance, and Legal to ensure deals are accurately structured, approved, and closed.
This is a hands-on operational role for someone who enjoys being close to the deal flow, solving process issues in real time, 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 (e.g., Salesforce CPQ, DealHub, Ironclad CLM, or similar), with a basic understanding of how pricing and approvals are operationalized
• Experience managing or working within a ticketing or queue-based support model (e.g., 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
• Comfortable 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 reps with Salesforce (SFDC) opportunity management, quoting workflows, and deal hygiene
• Manage and triage a Deal Operations ticketing queue, ensuring timely responses and clear communication with stakeholders
• Partner with Deal Desk to support pricing approvals, contract structures, and deal execution logistics
• Act as a frontline support resource for SFDC and CPQ-related questions from Sales
• Assist with CRM and CPQ enhancements, including: gathering and drafting business requirements supporting user acceptance testing (UAT) and QA helping roll out new workflows, fields, or guardrails
• Contribute to sales and deal desk enablement, including documentation, process guides, and training support
• Identify recurring issues or inefficiencies in quote-to-cash processes and surface recommendations for improvement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees