Deals Operations Analyst

Harvey

Not Interested
Bookmark
Report This Job

profile Job Location:

San Francisco, CA - USA

profile Monthly Salary: $ 106 - 144
Posted on: 21 hours ago
Vacancies: 1 Vacancy

Department:

Sales

Job Summary

Why Harvey

At Harvey were transforming how legal and professional services operate not incrementally but end-to-end. By combining frontier agentic AI an enterprise-grade platform and deep domain expertise were reshaping how critical knowledge work gets done for decades to come.

This is a rare chance to help build a generational company at a true inflection point. With 1000 customers in 58 countries strong product-market fit and world-class investor support were scaling fast and defining a new category in real time. The work is ambitious the bar is high and the opportunity for growth personal professional and financial is unmatched.

Our team is sharp motivated and deeply committed to the mission. We move fast operate with intensity and take real ownership of the problems we tackle from early thinking to long-term outcomes. We stay close to our customers from leadership to engineers and work together to solve real problems with urgency and care. If you thrive in ambiguity push for excellence and want to help shape the future of work alongside others who raise the bar we invite you to build with us.

At Harvey the future of professional services is being written today and were just getting started.

Role Overview

We are looking to hire a Deal Operations Analyst to support Harvey AIs 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.

What Youll Do

  • 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 You Have

  • 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

Compensation Range

$106000 - $144000 USD

Please find our CA applicant privacy notice here.

#LI-SZ1

Harvey is an equal opportunity employer and does not discriminate on the basis of race gender sexual orientation gender identity/expression national origin disability age genetic information veteran status marital status pregnancy or related condition or any other basis protected by law.

We are committed to providing reasonable accommodations to applicants with disabilities and requests can be made by emailing


Required Experience:

IC

Why HarveyAt Harvey were transforming how legal and professional services operate not incrementally but end-to-end. By combining frontier agentic AI an enterprise-grade platform and deep domain expertise were reshaping how critical knowledge work gets done for decades to come.This is a rare chance ...
View more view more

Key Skills

  • Fashion Retail
  • Academics
  • CFA
  • Audio Visual
  • Concrete Pump
  • Event Marketing

About Company

Company Logo

Professional Class AI – Harvey is the platform built to meet the standards of the world’s leading professional service firms.

View Profile View Profile