Deal Ops Analyst - Salesforce & CPQ Specialist

Harvey; United States; Remote; USD 108,000 - 163,000; Full time

Job summary

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

This hands-on role involves streamlining processes, addressing real-time issues, and scaling CRM/CPQ workflows as the business expands. If you thrive in a fast-paced environment, join our mission.

Qualifications

• 2-4+ years in Sales Operations, Deal/Order Operations, Revenue Operations, or Order Management.
• Strong attention to detail with complex deal structures.
• Working knowledge of Salesforce (SFDC) as a CRM.
• Exposure to CPQ tools with pricing/approvals knowledge.
• Experience in ticketing/queue-based support (Zendesk/Jira/Salesforce cases).
• Ability to communicate clearly with Sales, Finance, Legal, and Operations.

Responsibilities

• Review, validate, and process customer orders for accuracy and policy compliance.
• Support Salesforce opportunity management, quoting workflows, and deal hygiene.
• Manage and triage a Deal Operations ticketing queue with stakeholders.
• Act as frontline SFDC and CPQ support for Sales.
• Assist with CRM and CPQ enhancements, including UAT/QA and training materials.
• Identify recurring issues in quote-to-cash and surface improvement recommendations.

Skills

Sales Operations

Salesforce SFDC

CPQ Tools

Ticketing/Queue

CRM/CPQ Projects

Stakeholder Communication

Tools

Salesforce CPQ

DealHub

Ironclad CLM

Zendesk

Jira

Job description

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

This hands-on role involves streamlining processes, addressing real-time issues, and scaling CRM/CPQ workflows as the business expands. If you thrive in a fast-paced environment, join our mission.