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Harvey Logo Harvey · IT - Administration

Deals Operations Analyst

United States, San Francisco 106000.00 - 144000.00 USD / Year · Job Posted February 18, 2026
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Job Description

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.

Job Responsibility

  • 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
  • Partner with Deal Desk to support pricing approvals, contract structures, and deal execution logistics
  • 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

Requirements

  • 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

What we offer

  • Comprehensive health, dental and vision coverage
  • retirement benefits (401k match up to 4%)
  • flexible PTO
  • equity plan
  • bonus
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