Deal Desk Analyst (6 Month Fixed-Term)

Everlaw; San Francisco (CA); Hybrid; USD 73,000 - 94,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

FSAs for health and dependent care

Equity grants

401(k) with employer match

Paid vacation and holidays

Hybrid work model

Learning & development budget

Job summary

Everlaw is seeking an experienced Deal Desk professional to lead end-to-end quoting and queue triage as the company scales. You will work as a strategic bridge across Sales, Customer Success, Finance, and Legal to ensure deal structures are scalable, reliable, and compliant while protecting long-term revenue integrity.

The role is full-time, based in Oakland, CA with a hybrid schedule (in office M/W/Th; remote Tue/Fri).

Qualifications

• At least 5 years in Deal Desk, Sales Operations, or Revenue Operations.
• Hands-on quoting ownership for complex deals.
• Strong ability to configure products, bundles, price rules in CPQ.

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 Quote-to-Cash requests within SLAs.
• Collaborate with Finance and Legal to navigate non-standard terms and resolve inefficiencies.
• Standardize deal workflows and escalation processes within Salesforce for transparency.
• Ensure all deals adhere to price books, discount thresholds, and compliance standards.

Skills

Deal Desk

Sales Operations

Revenue Operations

Salesforce CPQ

Cross-functional

Communication

Tools

Salesforce CPQ

Zendesk

Job description

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.

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.

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 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 theCalifornia 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! We use Gem as part of our hiring and/or promotional processes. As part of the evaluation process, we provide Gem with job requirements and candidate-submitted applications. Certain features of the platform may qualify it as an Automated Employment Decision Tool (AEDT) under applicable regulations. For positions in New York City, our use of Gem complies with NYC Local Law 144. We began using Gem in April 2026.