Deal Desk Analyst

LeanScale, Inc.; Oakland (CA); Hybrid; USD 111,000 - 140,000; Full time

Benefits offered by this job

Equity grants

401(k) with 4% match

Hybrid work schedule

Annual learning & development allot

Catered lunch

Monthly home internet stipend

Job summary

Everlaw is recruiting an experienced Deal Desk professional to act as the strategic bridge between Sales, Customer Success, Finance, and Legal. You will manage end-to-end quoting, maintain queues in Salesforce and Zendesk, and ensure deals adhere to our price books and discount thresholds.

We seek someone with 4+ years in Deal Desk or Revenue Operations, proficient in Salesforce CPQ, and able to balance sales velocity with revenue integrity in a fast-paced SaaS environment.

Qualifications

• 4+ years of experience in Deal Desk, Sales Operations, or Revenue Operations, including hands-on ownership of quoting for new business, renewals, and complex amendments.
• Advanced proficiency in Salesforce CPQ (or similar quoting tool) with ability to configure products/bundles, apply price rules, and troubleshoot complex quote logic.
• Experience balancing short-term sales velocity with long-term revenue integrity while adhering to compliance guardrails.
• Clear communicator who can tailor messaging for Sales, Customer Success, Finance, Legal, and technical partners.
• Background in SaaS or Legal Tech with high attention to detail managing high-volume requests in a fast-paced queue.

Responsibilities

• Manage end-to-end quoting for new business, renewals, and complex amendments using Salesforce CPQ.
• Own the Salesforce and Zendesk queue, triage and escalate all Q2C requests to maintain SLAs.
• Partner with Finance and Legal to navigate non-standard terms, resolve system inefficiencies, and ensure deals adhere to price books and discount thresholds.
• Assist in standardizing deal workflows and systemizing the escalation process within Salesforce for Go-To-Market transparency.
• Ensure all transactions adhere to Everlaw's financial compliance standards to avoid downstream billing issues.

Skills

Deal Desk

Sales Operations

Revenue Operations

Salesforce CPQ

Communication

Tools

Salesforce CPQ

Zendesk

Job description

The Role

You'll act as the strategic bridge between Sales, Customer Success, Finance, and Legal to manage end-to-end quoting and eliminate backlog across the Quote-to-Cash (Q2C) lifecycle. By bringing structure, accuracy, and velocity to non-standard deal structures, you'll ensure Everlaw's revenue engine scales efficiently while protecting financial integrity and compliance.

This is a full-time, exempt position based in our Oakland, CA office with a hybrid work schedule: in office M/W/Th with the option to work from home on Tu/Fr.

What you'll do

• Manage end-to-end quoting for new business, renewals, and complex amendments using Salesforce CPQ.
• Own the Salesforce and Zendesk queue, managing the intake, triage, and escalation of all Q2C requests to maintain service standards and resolve tickets within defined SLAs.
• Partner cross-functionally with Finance and Legal to navigate non-standard terms, resolve system inefficiencies, and ensure deals adhere to established price books and discount thresholds.
• Assist in standardizing deal workflows and systemizing the escalation process within Salesforce to improve transparency across Go-To-Market teams.
• Ensure all transactions adhere to Everlaw's financial compliance standards without creating downstream billing issues.

About You

• You have at least 4 years of experience in Deal Desk, Sales Operations, or Revenue Operations, including hands‑on ownership of quoting for new business, renewals, and complex amendments.
• You have advanced proficiency in Salesforce CPQ (or a similar quoting tool) with demonstrated ability to configure products and bundles, apply price rules, and troubleshoot complex quote logic.
• You bring experience balancing short‑term sales velocity with long‑term revenue integrity, ensuring deals move quickly while adhering to compliance guardrails.
• You are a clear communicator who can articulate complex commercial concepts and tailor messaging for Sales, Customer Success, Finance, Legal, and technical partners.
• You bring a background in SaaS or Legal Tech environments with strong detail orientation to manage high‑volume requests in a fast‑paced queue.
• You are authorized to work in the United States. Please note that at this time, Everlaw is not sponsoring U.S. employment visas for this role.

The Team - GTM Strategy & Operations

The GTM Strategy & Operations team builds the engine behind an efficient, durable growth organization. Across strategy, planning, analytics, systems, and operations, the team sharpens how Everlaw segments markets, deploys resources, forecasts performance, and supports customer‑facing teams. This work turns complex data into clear choices and scalable processes, helping the company grow with greater focus and discipline.

Total Rewards & Benefits

The expected salary range for this role is $111,000 - $140,000. Final salary depends on factors including the candidate's experience and skills, and the base pay range is subject to change. This role is also eligible for equity and the benefits below.

Health & well-being

• Comprehensive medical, dental, and vision coverage
• Flexible Spending Accounts for health and dependent care expenses
• Membership to Modern Health to support mental health and wellness
• Paid parental leave
• Company-sponsored life and disability insurance

Financial rewards

• Competitive equity grants, so you share in Everlaw's long-term growth
• 401(k) plan with company matching of up to 4% of eligible annual compensation

Growth & everyday perks

• 17 paid vacation days, 11 federal holidays, and paid sick leave
• Four "Everlawlidays" (additional paid company-wide days off) per year
• Annual allocation for learning & development and relevant professional membership dues
• Hybrid work with regular work-from-home days and flexibility for life's logistics
• Monthly home internet reimbursement, plus a stipend for your desk setup
• Catered lunch each workday, plus snacks and company-wide events in our offices

About Everlaw

When a lawsuit or investigation happens, teams must comb through vast amounts of electronic evidence - emails, documents, chats, files - to find what matters. That work is not a side task but the case itself, and where most of the time and money in litigation goes. Everlaw is the litigation and investigation management platform changing that, using AI to turn mountains of messy data into the handful of facts that win or lose a case, compressing weeks of work into hours.

We're the kind of place that's ranked #1 on G2 in our category and named a Great Place to Work by our own team. So if you want a front row seat to an industry in transformation, career-defining work you'll be proud to tell people about, and real upside at a company in control of its own destiny, we'd love to get to know you.

About Everlaw

At Everlaw, you'll shape how AI re-wires the legal industry, at a category-leading business built on a mission to illuminate the truth.

Everlaw is an equal opportunity employer. We pride ourselves on having a diverse workforce and we do not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. We respect the gender, gender identity and gender expression of our applicants and employees, and we honor requests for pronouns. It is our policy to comply with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity, including the California Equal Pay Act. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

When preparing to engage with Everlaw as a candidate, you may use AI tools for research, polishing application materials, and interview prep. However, any assessments (unless explicitly stated), remote interviews or live interviews must be completed independently without AI support. By submitting your application, you agree to adhere to these rules. Here's the link to our full policy, and please reach out with any questions!