Deal Operations Analyst — SFDC & CPQ Expert

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

Job summary

Harvey AI is building a deal operations backbone to support a fast-growing global sales team. You will validate orders, ensure pricing and contracting accuracy, and align with Sales, Finance, and Legal to close deals efficiently.

You’ll work closely with SFDC, CPQ, and ticketing tools, tackling process issues in real time and helping scale our systems and workflows as the business grows.

Qualifications

• 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).
• Experience managing or working within a ticketing/queue-based support model (Zendesk, Jira, Salesforce cases).
• Involvement in CRM/CPQ projects or enhancements, such as documenting requirements, testing, or rollouts.
• Ability to communicate clearly with Sales, Finance, Legal, and Operations stakeholders.
• Comfortable in a fast-paced, evolving environment where processes are still defined.

Responsibilities

• Review, validate, and process customer orders for accuracy and policy compliance.
• Support Sales reps with Salesforce opportunity management, quoting workflows, and deal hygiene.
• Manage a Deal Operations ticketing queue and ensure timely stakeholder communication.
• Provide frontline SFDC/CPQ support and answer related questions from Sales.
• Assist with CRM and CPQ enhancements: gather requirements, support UAT/QA, rollout workflows.
• Contribute to sales/deal desk enablement with documentation, guides, and training.
• Identify recurring issues in quote-to-cash and surface improvement recommendations.

Skills

Sales Operations

Deal/Order Operations

Revenue Operations

Order Management

Tools

Salesforce (SFDC)

Salesforce CPQ

DealHub

Ironclad CLM

Zendesk

Jira

Job description

Harvey AI is building a deal operations backbone to support a fast-growing global sales team. You will validate orders, ensure pricing and contracting accuracy, and align with Sales, Finance, and Legal to close deals efficiently.

You’ll work closely with SFDC, CPQ, and ticketing tools, tackling process issues in real time and helping scale our systems and workflows as the business grows.