Join Harvey AI as a Deal Operations Analyst to support the sales organization in managing deal flow and improving processes.
Posted by employer 14 hours ago
First seen on Joblaze 3 hours ago
Last verified on the company career page 3 hours ago
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Requirements
Not disclosed in this posting: work arrangement, visa sponsorship.
Joblaze summary
The Deal Operations Analyst at Harvey AI plays a crucial role in managing the quote-to-cash process, ensuring that customer orders are accurately processed and compliant with company policies. This position requires expertise in Salesforce and CPQ tools, along with a strong attention to detail to navigate complex deal structures. Ideal candidates will have 2-4 years of experience in sales or revenue operations and should be comfortable in a fast-paced environment where processes are still evolving. The role is integral to supporting the sales team and enhancing operational workflows as the company scales.
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Quick facts
From the original posting
We are looking to hire a Deal Operations Analyst to support Harvey AI’s growing global sales organization. This role sits at the center of quote-to-cash execution, partnering closely with Sales, Deal Desk, Finance, and Legal to ensure deals are accurately structured, approved, and closed.
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.
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
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
$108,300 - $162,500 USD
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