Deal Operations Analyst
Hybrid (Chicago)$108.3k - $149kFull-timePosted 4d ago
About the role
Role to support Harvey AI’s sales organization by handling quote-to-cash operations, ensuring deals are accurately structured, approved, and closed; hands-on, process-oriented, and focused on 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
Benefits
- Comprehensive health, dental and vision coverage
- Retirement benefits (401k match up to 4%)
- Flexible PTO
- Equity participation
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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