About This Role
Working at the heart of quote-to-cash execution, the Deal Operations Analyst supports Harvey AI's growing global sales organization. This is a hands-on operational role for someone who enjoys being close to the deal flow, solving process issues in real time, and helping scale systems and workflows as the business grows.
Responsibilities
- Review, validate, and process customer orders to ensure accuracy, compliance with pricing and contracting 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 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, and 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
Requirements
- 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, Deal Hub, 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
About the Company
At Harvey, the company is transforming how legal and professional services operate by combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise. It is scaling fast and defining a new category in real time.
