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Deal Desk Analyst

Everlaw· GTM Strategy & Operations
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Hybrid (Oakland, CA)$111k - $140k + equityfull-timePosted 6mo ago

About the role

Strategic bridge between Sales, Customer Success, Finance, and Legal to manage end-to-end quoting and eliminate backlog across the Quote-to-Cash lifecycle. Focus on non-standard deal structures, pricing governance, and ensuring revenue integrity and compliance.

Responsibilities

  • Manage end-to-end quoting for new business, renewals, and complex amendments using Salesforce CPQ.
  • Own the Salesforce and Zendesk queue, managing intake, triage, and escalation of all Q2C requests to meet SLAs.
  • Partner cross-functionally with Finance and Legal to navigate non-standard terms, resolve system inefficiencies, and ensure deals adhere to price books and discount thresholds.
  • Assist in standardizing deal workflows and systemizing the escalation process within Salesforce to improve transparency across Go-To-Market teams.
  • Ensure all transactions adhere to Everlaw's financial compliance standards without creating downstream billing issues.

Qualifications

  • At least 4 years of experience in Deal Desk, Sales Operations, or Revenue Operations, including hands-on quoting for new business, renewals, and complex amendments.
  • Advanced proficiency in Salesforce CPQ (or similar quoting tool) with ability to configure products/bundles, apply price rules, and troubleshoot complex quote logic.
  • Experience balancing short-term sales velocity with long-term revenue integrity and compliance guardrails.
  • Clear communication skills to articulate complex commercial concepts to Sales, Customer Success, Finance, Legal, and technical partners.
  • Background in SaaS or Legal Tech environments with strong detail orientation for high-volume queue management.
  • Authorized to work in the United States; Everlaw is not sponsoring U.S. employment visas for this role.

Skills

Required:Quoting software (Salesforce CPQ)Deal desk / revenue operationsCross-functional collaborationCommunication & stakeholder management

Benefits

  • Comprehensive medical, dental, and vision coverage
  • Flexible Spending Accounts for health and dependent care expenses
  • Modern Health membership for mental health and wellness
  • Paid parental leave
  • Company-sponsored life and disability insurance
  • Competitive equity grants
  • 401(k) plan with company matching up to 4%
  • 17 paid vacation days, 11 federal holidays, and paid sick leave
  • Four Everlawlidays per year
  • Annual allocation for learning & development and professional membership dues
  • Hybrid work with regular at-home days
  • Monthly home internet reimbursement and desk setup stipend
  • Catered lunch, snacks, and company-wide events in offices
Last updated Oct 21, 2026. Interested? Apply on the company site.
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About Everlaw

AI-Powered Cloud-Native Ediscovery Software for Legal Professionals

Transform your approach to litigation and investigations with the world’s most advanced ediscovery software.

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