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2 days agoashby

Deal Operations Analyst

Harvey / Software Development
New York, New York, United StatesUSD108,300 - USD162,500 / YEAROn-site
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AI Summary

The Deal Operations Analyst will manage quote-to-cash execution by partnering with Sales, Finance, and Legal to ensure accurate deal structuring and booking. They will also provide frontline support for CRM and CPQ systems while identifying process inefficiencies to improve operational workflows.

Candidates must have 2-4+ years of experience in Sales or Revenue Operations with strong proficiency in Salesforce and CPQ tools. The role requires excellent attention to detail and the ability to communicate effectively across cross-functional teams in a fast-paced environment.

Job Details
Job Type: FULL TIME
Visa Sponsorship: No
Salary: USD108,300 - USD162,500 / YEAR
Work Arrangement: On-site
Experience Level: 2 - 5 years
Hours: 40 hrs/week
Language: English
Benefits
Comprehensive health coverageDental coverageVision coverageRetirement benefits401k matchFlexible PTOEquity planBonus
Key Skills
SalesforceCPQDeal deskRevenue operationsOrder managementCRMData analysisProcess improvementContractingPricing policyStakeholder managementUser acceptance testingDocumentationTicketing systemsSales operations
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Why Harvey

At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re 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. We’re 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 Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you.

At Harvey, the future of professional services is being written today — and we’re just getting started.

Role Overview

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.

What You'll 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

  • 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

$108,300 - $162,500 USD

Depending on your location, an Applicant Privacy Notice may apply to you. You can find all of our Applicant Privacy Notices [here].

#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 accommodations@harvey.ai

About Harvey

Harvey is a generative AI company, supported by Sequoia and OpenAI, revolutionizing professional services through innovative technology solutions.

Software Development
1,937 employees
San Francisco, California
Most staff in USA
$1.8B raised
Employee ratings
From Glassdoor · 63 reviews · View profile
Compensation & benefits4.2
Career opportunities4.2
Culture & values4.1
Senior management4.0
Diversity & inclusion3.9
Work–life balance3.5
80%
would recommend to a friend
80%
positive business outlook
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