Deal Desk Analyst Job at Everlaw (Oakland)

Job Description

Everlaw is seeking a Deal Desk Analyst to join our Go-To-Market (GTM) Strategy & Operations team for a six-month fixed-term during a high-growth period. In this critical 'capacity surge' role, you will help eliminate our current quoting backlog and provide expert support for increasingly complex deal structures. As a Deal Desk Analyst, you will act as a strategic bridge between Sales, Customer Success, Finance, and Legal, ensuring your deals are scalable, reliable, and accurately provisioned without creating downstream billing issues. You will sit within the GTM Strategy & Operations department, specifically focusing on the Quote-to-Cash (Q2C) lifecycle. Your team is dedicated to building the infrastructure and processes that allow Everlaw to scale rapidly while maintaining financial integrity and operational efficiency. This is a full-time non-exempt position based in our Oakland, California office with a hybrid work schedule: in office M/W/Th with the option to work from home Tu/Fr. The expected length of the engagement would be 6 months.

Job Responsibility

Manage end-to-end quoting for new business, renewals, and complex amendments using Salesforce CPQ
Act as the primary owner for the Salesforce and ZenDesk queue, managing the intake, triage, and escalation of all Q2C requests
Reduce wait times and maintain high service standards by resolving tickets within defined SLAs
Partner cross-functionally with Finance and Legal to navigate non-standard terms and identify system inefficiencies
Assist in standardizing deal workflows and systemizing the escalation process within Salesforce to improve transparency
Ensure all deals adhere to established price books, discount thresholds, and Everlaw’s financial compliance standards

Requirements

At least 5 years of experience in Deal Desk, Sales Operations, or Revenue Operations, including hands-on ownership of quoting for new business, renewals, and complex amendments
Advanced proficiency in Salesforce CPQ or a similar quoting tool, comfortable configuring products and bundles, applying price rules, and troubleshooting complex quote logic
Experienced in balancing short-term sales velocity with long-term revenue integrity
Clear communicator who can articulate complex commercial concepts to diverse internal stakeholders
Background in SaaS or Legal Tech environments
Detail-oriented and able to manage high volumes of requests in a fast-paced environment
Authorized to work in the United States without restrictions

What we offer

Medical
Dental
Wellness program
Paid parental leave
Professional development
Fully stocked kitchen
Health, dental, and vision plans
Paid company and federal holidays
Work in Uptown Oakland just steps from BART
Flexible work-from-home days on Tuesdays and Fridays
Monthly home internet reimbursement
Select preference of hardware (Mac or PC) and customize desk setup
Wide variety of snacks and beverages
Company-wide events and activities
Time off for company-sponsored volunteer events and 4 paid hours per quarter to volunteer
Learning and career development opportunities

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Deal Desk Analyst

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