Deal Operations Analyst
HarveyVisit Harvey website
Harvey is an AI platform for legal and professional-services organizations.
Series F+Recently funded
Distributed
About Harvey
Harvey provides agents and collaborative tools for legal work, including legal research, document analysis, secure workspaces, contract intelligence, and organization-level analytics.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will review and process customer orders, support opportunity management and quoting workflows, and manage a Deal Operations ticket queue. You will answer SFDC and CPQ questions, help enhance CRM and CPQ systems, support testing and rollouts, create process documentation, and recommend quote-to-cash improvements.
Requirements
- 2–4+ years of experience in sales operations, deal or order operations, revenue operations, or order management
- Knowledge of Salesforce opportunity and quoting workflows
- Exposure to CPQ tools and pricing and approval operations
- Experience with ticketing or queue-based support models
- Experience with CRM or CPQ enhancements, requirements, testing, or system rollouts
- Ability to communicate with sales, finance, legal, and operations stakeholders
Responsibilities
- Review, validate, and process customer orders
- Support Salesforce opportunity management, quoting workflows, and deal hygiene
- Manage and triage the Deal Operations ticketing queue
- Provide frontline support for SFDC and CPQ questions
- Gather business requirements for CRM and CPQ enhancements
- Support user acceptance testing and quality assurance
- Help roll out workflows, fields, and guardrails
- Create documentation, process guides, and training support
- Identify and recommend improvements to quote-to-cash processes
Benefits
- Equity