Harvey · 3 days ago
Deals Operations Analyst
San Francisco, CA
Full-time
Hybrid
Entry, Mid Level
$106K/yr - $144K/yr
2+ years expHarvey is transforming how legal and professional services operate through innovative AI and a robust platform. The Deals Operations Analyst will support the global sales organization by ensuring accurate deal structuring and execution, managing customer orders, and enhancing sales operations processes.
Artificial Intelligence (AI)Information TechnologyLegalLegal Tech
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
Partner with Deal Desk to support pricing approvals, contract structures, and deal execution logistics
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
Qualification
Required
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
Company
Harvey
Harvey provides AI-driven tools to assist legal professionals with research, document review, and contract analysis.
501-1000 employees
H1B Sponsorship
Harvey has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (21)
2024 (6)
2023 (2)
Funding
Current Stage
Late StageTotal Funding
$1.02BKey Investors
Andreessen HorowitzEQT GrowthSequoia Capital
2025-10-30Series F· $160M
2025-10-06Series E· $59M
2025-06-23Series E· $300M
Leadership Team
Winston Weinberg
CEO & Co-Founder
Gabe Pereyra
President & Co-Founder
Recent News
2026-01-24
Business Insider
2026-01-23
Company data provided by crunchbase