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 support quote-to-cash execution by reviewing and processing customer orders, assisting with opportunity management and quoting, and resolving Deal Operations requests. You will help improve CRM and CPQ workflows, support testing and rollouts, create enablement materials, and identify process 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 operationalization
- Experience with ticketing or queue-based support models
- Experience supporting CRM or CPQ enhancements
- Ability to communicate with Sales, Finance, Legal, and Operations stakeholders
Responsibilities
- Review, validate, and process customer orders for accuracy, pricing and contracting compliance, and booking and billing readiness
- Support opportunity management, quoting workflows, and deal hygiene in Salesforce
- Manage and triage the Deal Operations ticketing queue
- Provide frontline support for Salesforce and CPQ questions
- Gather business requirements and support UAT, QA, and CRM and CPQ workflow rollouts
- Create documentation, process guides, and training support
- Identify quote-to-cash inefficiencies and recommend improvements
Benefits
- Equity