Deal Desk Analyst (6 Month Fixed-Term)

Everlaw

Oakland (CA)

Hybrid

USD 73,000 - 92,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Health, dental, vision
Paid parental leave
Equity
401(k) with company match
Hybrid work schedule
Catered lunch

Job summary

Everlaw is seeking a Deal Desk Analyst to manage end-to-end quoting for new business, renewals, and complex amendments in a hybrid Oakland, CA environment.

You will own the Salesforce and Zendesk queue, triage requests, and collaborate with Finance and Legal to navigate terms while ensuring pricing and compliance guardrails support scalable revenue.

Qualifications

  • At least 5 years in Deal Desk, Sales Ops, or Revenue Ops with end-to-end quoting.
  • Advanced Salesforce CPQ experience, product configuration, price rules, and quote logic.
  • Strong cross-functional communication across Sales, Finance, Legal, and CS.

Responsibilities

  • Manage end-to-end quoting for new business, renewals, and complex amendments.
  • Own Salesforce and Zendesk queue, triage requests within SLAs.
  • Partner with Finance and Legal to navigate non-standard terms.
  • Standardize deal workflows and escalation in Salesforce.

Skills

Deal Desk
Sales Operations
Salesforce CPQ
Cross-functional collaboration
Attention to detail

Tools

Salesforce CPQ
Zendesk

Job description

# Deal Desk Analyst (6 Month Fixed-Term)With our career opportunities we offer competitive compensation and a comprehensive benefits package that includes medical, dental, wellness program, paid parental leave, professional development, and a fully stocked kitchen.See All JobsBack to Careers OverviewApply Now### **The Role**You'll help eliminate quoting backlogs and drive high-volume, complex deal execution as Everlaw scales through a critical capacity surge. Acting as a strategic bridge between Sales, Customer Success, Finance, and Legal, you will manage end-to-end quoting and queue triage to ensure deal structures are scalable, reliable, and compliant while protecting long-term revenue integrity.**This is a full-time, non-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 Quote-to-Cash requests within defined SLAs.* Partner cross-functionally with Finance and Legal to navigate non-standard terms and resolve system inefficiencies.* Assist in standardizing deal workflows and systemizing the escalation process within Salesforce to improve operational transparency.* Ensure all deals adhere to established price books, discount thresholds, and Everlaw’s financial compliance standards.#### **About You*** You have at least 5 years of experience in Deal Desk, Sales Operations, or Revenue Operations, including hands-on ownership of quoting for complex deal structures.* You have advanced proficiency in Salesforce CPQ (or a similar tool), with deep experience configuring products, bundles, price rules, and troubleshooting quote logic.* You balance short-term sales velocity with long-term revenue integrity, ensuring deals move quickly while adhering to pricing and compliance guardrails.* You are a clear communicator who can articulate complex commercial concepts across Sales, Customer Success, Finance, Legal, and technical teams.* You are detail-oriented and experienced in managing high-volume queues in fast-paced SaaS environments.* 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.#### **Bonus points*** You have experience or interest in exploring AI-driven tools or automation agents to streamline Deal Desk workflows and queue management.Think you're missing some of the skills and are hesitant to apply? We do not believe in the 'perfect' candidate and encourage you to apply if you feel you can bring value to our team. We often revisit candidates who may have applied for a different role if something comes up that's a better fit.### **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 hourly rate range for this role is $53.37–$67.31. 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 WorkTM 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.* #LI-KV1* #LI-HybridAbout 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.We collect and process the personal information you provided along with your job application in accordance with our Applicants Privacy Notice and Notice at Collection.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!
Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Deal Desk Analyst
Deal Desk Analyst

LeanScale, Inc. • Oakland (CA)

Hybrid
USD 111,000 - 140,000
Equity grants
401(k) with 4% match
Hybrid work schedule
+3
Deal Desk Analyst (6 Month Fixed-Term)
Deal Desk Analyst (6 Month Fixed-Term)

Everlaw • San Francisco (CA)

Hybrid
USD 73,000 - 94,000
Health insurance
Dental coverage
Vision coverage
+6
Senior Enterprise Account Executive - Legal
Senior Enterprise Account Executive - Legal

Everlaw • Oakland (CA)

Hybrid
USD 139,500 - 170,500
Equity program
401(k) with matching
Flexible work-from-home days
+2
Plaintiff Mid-Market II / Enterprise Account Executive
Plaintiff Mid-Market II / Enterprise Account Executive

Everlaw • Oakland (CA)

Hybrid
USD 100,000 - 125,000
Health insurance
Dental
Vision
+5
Senior Manager, User Experience Research
Senior Manager, User Experience Research

Everlaw • Oakland (CA)

Hybrid
USD 195,000 - 246,000
Medical insurance
Dental insurance
Wellness program
+5
Director, Channel Partnerships
Director, Channel Partnerships

Everlaw • New York (NY)

Hybrid
USD 209,000 - 264,000
Health & well-being
Financial rewards
Growth & everyday perks
Senior Financial Analyst
Senior Financial Analyst

Everlaw • Oakland (CA)

Hybrid
USD 120,000 - 152,000
Equity
401(k)
Health insurance
+2
Customer Success Manager I
Customer Success Manager I

Everlaw • New York (NY)

Hybrid
USD 116,000 - 148,000
Health insurance
Dental insurance
Wellness program
+2
Manager II, Sales Development
Manager II, Sales Development

Everlaw • Michigan

Hybrid
USD 113,000 - 139,000
Hybrid work
401(k) with company match
Catered lunch/daily meals
+1
Senior Renewals Manager
Senior Renewals Manager

Everlaw • Oakland (CA)

Hybrid
USD 102,000 - 130,000
Hybrid work schedule
Competitive equity grants
401(k) with company match