Deal Operations Analyst

Harvey, Inc.; Chicago (IL); On-site; USD 108,000 - 149,000; Full time

Job summary

Harvey is seeking a Deal Operations Analyst to support our growing global sales organization. This hands-on role sits at the center of quote-to-cash execution, partnering with Sales, Deal Desk, Finance, and Legal to ensure deals are accurately structured, approved, and closed.

You will manage a ticketing queue, assist with SFDC/CPQ enhancements, gather requirements, support UAT/QA, and help rollout new workflows. The position offers rapid growth in a fast-paced, evolving environment.

Qualifications

• 2-4+ years 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.

Responsibilities

• 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.

Skills

Sales operations

Deal/order ops

Revenue operations

Order management

SFDC (Salesforce)

CPQ tools

Ticketing system

Requirements gathering

Stakeholder communication

Process improvement

Tools

Salesforce CPQ

DealHub

Ironclad CLM

Zendesk

Jira

Salesforce (SFDC)

Job description

Why Harvey

At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.

This is a rare chance to help build a generational company at a true inflection point. We have strong product-market fit and world-class investor support. We’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.

Our team moves fast, takes ownership, and is deeply committed to the mission — operating with intensity, staying close to our customers, and pushing each other for excellence. We live by three values: Decisiveness, Simplicity, and Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you.

At Harvey, the future of professional services is being written today — and we’re just getting started.

Role Overview

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.

What You’ll Do

• 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

What You Have

• 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

Compensation

$108,300 - $148,950 USD

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Harvey is an equal opportunity employer and does not discriminate on the basis of race, 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 are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing [e-mail]