Deal Operations Analyst
Hybrid (Dallas)Full-timePosted 4d ago
About the role
Deal Operations Analyst to support Harvey AI’s global sales organization, partnering with Sales, Deal Desk, Finance, and Legal to ensure deals are accurately structured, approved, and closed. Hands-on operational role focused on quote-to-cash, process issue resolution, and scaling systems and workflows.
Responsibilities
- 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
- 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
Qualifications
- 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
Last updated Oct 22, 2026. Interested? Apply on the company site.
About Harvey
Professional Class AI
Harvey is a platform built to meet the standards of the world’s leading professional service firms.
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