Everlaw
Deal Desk Analyst
Oakland, California, United States. Posted 6 months ago
The role
You will manage end-to-end quoting for new business, renewals, and complex amendments using Salesforce CPQ. You will act as a strategic bridge between Sales, Customer Success, Finance, and Legal to manage the Quote-to-Cash lifecycle.
What you will do
- Manage end-to-end quoting for new business, renewals, and complex amendments using Salesforce CPQ.
- Own the Salesforce and Zendesk queue, managing the intake, triage, and escalation of all Q2C requests.
- Partner cross-functionally with Finance and Legal to navigate non-standard terms and resolve system inefficiencies.
- Ensure deals adhere to established price books and discount thresholds.
- Assist in standardizing deal workflows and systemizing the escalation process within Salesforce.
- Ensure all transactions adhere to Everlaw's financial compliance standards.
Required qualifications
- At least 4 years of experience in Deal Desk, Sales Operations, or Revenue Operations.
- Hands-on ownership of quoting for new business, renewals, and complex amendments.
- Advanced proficiency in Salesforce CPQ or a similar quoting tool.
- Ability to configure products and bundles, apply price rules, and troubleshoot complex quote logic.
- Experience balancing short-term sales velocity with long-term revenue integrity.
- Clear communicator who can articulate complex commercial concepts.
- Background in SaaS or Legal Tech environments.
- Strong detail orientation to manage high-volume requests in a fast-paced queue.
- Authorized to work in the United States.
Benefits
- Comprehensive medical, dental, and vision coverage
- Flexible Spending Accounts for health and dependent care expenses
- Membership to Modern Health to support mental health and wellness
- Paid parental leave
- Company-sponsored life and disability insurance
- Competitive equity grants
- 401(k) plan with company matching of up to 4% of eligible annual compensation
- 17 paid vacation days
- 11 federal holidays
- Paid sick leave
- Four Everlawlidays per year
- Annual allocation for learning & development and relevant professional membership dues
Before you apply
- Everlaw is not sponsoring U.S. employment visas for this role.
About the company
Everlaw is a litigation and investigation management platform that uses AI to process electronic evidence. The company is ranked #1 on G2 in its category.