Senior Deal Desk Analyst
Department:
Job Summary
At Harvey were transforming how legal and professional services operate. 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. We have 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 moves fast takes ownership and is deeply committed to the mission operating with intensity staying close to our customers and pushing each other for excellence. We live by three values: Decisiveness Simplicity and Jobs Not Finished. We act quickly on clear judgment over perfect information we believe simplicity is what scales and were never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive wed love to build with you.
At Harvey the future of professional services is being written today and were just getting started.
We are looking to hire a Deal Desk Analyst to support Harvey AIs growing global sales organization. This is a hybrid role which combines quote-to-cash execution and deal structure and pricing strategy partnering closely with Sales Finance and Legal to ensure deals are accurately priced structured approved and closed.
Roughly half this role is deal execution (order ops SFDC hygiene queue management) and half is deal strategy (pricing analysis deal structuring customer-facing collateral).
This is a hands-on 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.
Deal Operations
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 enhancement on an ad hoc basis including:
gathering and drafting business requirements
supporting user acceptance testing (UAT) and QA
helping roll out new workflows fields or guardrails
Deal Strategy
Assist with structuring pricing and negotiating complex deals side-by-side with GTM account teams
Build scenario-based pricing models (usage projections ARR impact credit allotment sizing) to support deal structuring and executive approvals.
Leverage product telemetry (feature use token usage)
Summarize and escalate deal approvals through leadership chains
Contribute to sales and deal desk enablement including documentation process guides and training support
Identify recurring issues or inefficiencies in overall process and straegy and surface recommendations for improvement
What You Have
2-4 years of experience in Deal Desk Sales Operations Revenue Operations or in a financial analytical capacity
Strong attention to detail and comfort working with complex deal structures
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
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
Strong Excel or Google Sheets skills including the ability to build pricing models and scenario analyses from scratch
Aptitude and skillset for leveraging AI tools to help drive efficiencies for the internal Deal Desk team and GTM stakeholders
Familiarity with consumption or usage-based pricing models is a plus
#LI-LL1
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:
Senior IC
About Company
Professional Class AI – Harvey is the platform built to meet the standards of the world’s leading professional service firms.