Deal Operations Analyst

The role

The Deal Operations Analyst supports the global sales organization by managing quote-to-cash execution. This role involves partnering with Sales, Deal Desk, Finance, and Legal to ensure deals are accurately structured and closed.

What you will do

• Review, validate, and process customer orders for accuracy and compliance.
• Support Sales reps with Salesforce opportunity management and quoting workflows.
• Manage and triage a Deal Operations ticketing queue.
• Act as a frontline support resource for SFDC and CPQ-related questions.
• Assist with CRM and CPQ enhancements including requirements, testing, and rollouts.
• Contribute to sales and deal desk enablement through documentation and training.
• Identify inefficiencies in quote-to-cash processes and recommend improvements.

Required qualifications

• 2-4+ years of experience in Sales Operations, Deal/Order Operations, Revenue Operations, or Order Management
• Strong attention to detail
• 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)
• 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
• Ability to communicate clearly with Sales, Finance, Legal, and Operations stakeholders
• Comfortable operating in a fast-paced, evolving environment

About the company

Harvey is transforming how legal and professional services operate by combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise.