Deal Operations Analyst
$108k - $163k • Remote • New York • FullTime
Posted 20d ago
Job Location
New York
Remote Work Policy
Fully remote
Employment Type
FullTime
Categories
Applied AI Engineer
About the job
Harvey AI is seeking a Deal Operations Analyst to join its growing global sales organization. This role is central to quote-to-cash execution, collaborating with Sales, Deal Desk, Finance, and Legal to ensure accurate deal structuring, approval, and closure. It's a hands-on operational position for someone who thrives on being close to deal flow, resolving process issues in real-time, and scaling systems and workflows as the business expands.
Responsibilities
- Review, validate, and process customer orders for accuracy, compliance with policies, and readiness for booking and billing.
- Support Sales representatives with Salesforce (SFDC) opportunity management, quoting workflows, and deal hygiene.
- Manage and triage a Deal Operations ticketing queue, ensuring timely responses and clear communication.
- Serve as a frontline support resource for SFDC and CPQ-related inquiries from Sales.
- Assist with CRM and CPQ enhancements, including gathering business requirements, supporting user acceptance testing (UAT) and QA, and helping roll out new workflows.
- Contribute to sales and deal desk enablement through documentation, process guides, and training support.
- Identify recurring issues or inefficiencies in quote-to-cash processes and recommend improvements.
Requirements
- 2-4+ years of experience in Sales Operations, Deal/Order Operations, Revenue Operations, or Order Management.
- Strong attention to detail and ability to work with complex deal structures.
- Working knowledge of Salesforce (SFDC) for opportunity and quoting workflows.
- Exposure to CPQ tools (e.g., Salesforce CPQ, DealHub, Ironclad CLM) and understanding of pricing and approval operations.
- Experience managing or working within a ticketing or queue-based support model (e.g., Zendesk, Jira, Salesforce cases).
- Prior involvement in CRM/CPQ projects or enhancements, such as documenting requirements, testing, or supporting system rollouts.
- Ability to communicate clearly with Sales, Finance, Legal, and Operations stakeholders.
- Comfort operating in a fast-paced, evolving environment with developing processes.