Deal Operations Analyst
Core
Support Harvey AI's global sales organization by managing quote-to-cash execution, validating orders, and ensuring deals are accurately structured and approved.
Role type
Senior IC deal operations analyst
Builds
Quote-to-cash workflows and deal management systems for a global sales organization
Domain
SaaS / LegalTech / Professional Services
Required skills
Salesforce (SFDC) opportunity and quoting workflows, CPQ tools, ticketing queue management, CRM/CPQ project support, process improvement, stakeholder communication
Preferred skills
Experience with complex deal structures, UAT/QA support, documentation and training
Technologies
Salesforce, CPQ, Zendesk, Jira
Responsibilities
Review and validate customer orders for accuracy and compliance; Support Sales reps with SFDC opportunity management and quoting workflows; Manage and triage a Deal Operations ticketing queue; Assist with CRM and CPQ enhancements including requirements gathering and UAT; Contribute to sales enablement documentation and training; Identify process inefficiencies and recommend improvements
Seniority
Mid-level, hands-on IC
