Deal Operations Analyst
New York City, NY - USA
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 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.
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
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
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
$108300 - $162500 USD
#LI-TM1
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
About Company
Professional Class AI – Harvey is the platform built to meet the standards of the world’s leading professional service firms.