Deals Operations Analyst at Harvey

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

25 Apr, 26

Salary

144000.0

Posted On

26 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Operations, Deal Operations, Revenue Operations, Order Management, Salesforce, CPQ Tools, Ticketing Support, Process Improvement, Communication, Attention to Detail, User Acceptance Testing, Documentation, Training Support, Deal Desk, Pricing Approvals, Contract Structures

Industry

Software Development

Description

Why Harvey At Harvey, we’re transforming how legal and professional services operate — not incrementally, but end-to-end. 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. With 1000+ customers in 58+ countries, 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 is sharp, motivated, and deeply committed to the mission. We move fast, operate with intensity, and take real ownership of the problems we tackle — from early thinking to long-term outcomes. We stay close to our customers — from leadership to engineers — and work together to solve real problems with urgency and care. If you thrive in ambiguity, push for excellence, and want to help shape the future of work alongside others who raise the bar, we invite you to build with us. 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 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 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 Range $106,000 - $144,000 USD Please find our CA applicant privacy notice here. #LI-SZ1 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

Responsibilities

The Deals Operations Analyst will support the sales organization by managing quote-to-cash execution, ensuring deals are accurately structured and closed. This includes reviewing customer orders, supporting sales reps with Salesforce, and identifying process inefficiencies.