Deal Desk Operations Analyst

Posted An Hour Ago
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Hiring Remotely in United States
Remote or Hybrid
110K-150K Annually
Mid level
Legal Tech • Software • Generative AI
Eve is an AI case workspace for plaintiff law firms.
The Role
Manage Deal Desk operations across the quote-to-cash lifecycle, including CPQ administration, quoting, pricing validation, approvals, product configuration, exception management, and data integrity across CPQ, CRM, and billing systems. Build KPI reporting, support renewals and expansions, document processes, and partner cross-functionally to automate workflows and improve deal execution.
Summary Generated by Built In

About Eve

Eve is redefining legal technology for plaintiff law firms, and we're building the team that will take us there. We help firms handle more cases, recover more for clients, and grow with AI that works across every stage of a case, from intake through resolution. The next generation of great plaintiff firms will be AI-Native, and Eve is how they get there. But what makes Eve different isn't just the product. It's how we build it. If you're someone who takes ownership, stays curious, and wants to build AI that's already changing how  law is practiced, this is where you belong.

Product-market fit: Eve is trusted by over 1000+ law firms, and we’re growing fast.
Backed by top investors: We’ve raised over $160M from world-class partners including Spark Capital, Andreessen Horowitz(A16z), Menlo Ventures, and Lightspeed.
Built by a world-class team: Engineers, designers, and operators from places like Scale, Meta, Airbnb, Cruise, Square, Rubrik, and Lyft are building Eve from the ground up.
AI-Native from day one: We’re on the bleeding edge of AI, collaborating directly with teams at OpenAI and Anthropic to build best-in-class AI workflows tailored for legal work.
Explosive growth: We are growing 2X revenue Quarter over Quarter.

About the role:
This role serves as the bridge between commercial strategy and operational execution, ensuring pricing, packaging, products, approvals, and commercial policies are accurately translated into scalable business processes, systems, and workflows. Through effective administration of the CPQ platform and close partnership with RevOps, Finance, Product, Engineering, Legal, and Customer Success, the Deal Desk Operations Analyst enables efficient deal execution, operational excellence, and continuous improvement across the quote-to-cash lifecycle.

Core Responsibilities

  • Assist administering and maintaining the CPQ platform, including the product catalog, pricing, quote templates, approval rules, and integrations.
  • Manage daily Deal Desk operations, including quote creation, pricing validation, approval routing, product configuration, and exception management.
  • Translate pricing, packaging, product, and policy changes into scalable system configurations and workflows.
  • Maintain data integrity across CPQ, CRM, and billing systems, ensuring quoted, booked, and invoiced values align.
  • Build operational and executive reporting for KPIs, cycle time, SLA performance, exceptions, quote accuracy, renewals, and retention.
  • Support renewal and expansion operations through accurate data, forecasting inputs, and repeatable processes.
  • Partner with Sales, Finance, Legal, Revenue Operations, Product, Engineering, and Customer Success to resolve issues and advance deals.
  • Maintain process documentation and enablement materials that help Sales and Customer Success transact accurately.
  • Implement automation and AI powered tools that improve quoting, approvals, data validation, reporting, and operational efficiency.

Required Qualifications

  • Three or more years of experience in Deal Desk, Sales Operations, Renewals Operations, Revenue Operations, or a related B2B SaaS function.
  • Experience managing quoting, pricing validation, approval routing, product configuration, and commercial exceptions.
  • Hands-on experience with CPQ platforms, preferably DealHub, and CRM systems such as HubSpot or Salesforce.
  • Strong analytical and financial skills, including deal modeling, KPI reporting, margin analysis, discount governance, and revenue recognition principles.
  • Knowledge of SaaS retention metrics, including gross revenue retention, net revenue retention, renewal forecasting, retention, and expansion.
  • Proven ability to analyze data and transform manual processes into scalable, automated workflows.
  • Strong communication and cross functional partnership skills, with the ability to manage competing priorities and make sound decisions in ambiguous situations.
For sales roles, the range provided is the role’s On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role. This salary range may be inclusive of several career levels at Eve and will be narrowed during the interview process based on a number of factors, including the candidate’s experience, qualifications, and location.
US Salary Range
$110,000$150,000 USD

Benefits

💰 Competitive Salary & Equity
💹 401(k) Program with Employer Matching
⚕️ Health, Dental, Vision and Life Insurance
🩼 Short Term and Long Term Disability
🚗 Commuter Benefits*
🧑‍💻 Autonomous Work Environment
🖥️ Workplace Setup Reimbursement
🏠 Telecomm Stipend
🏝 Flexible Time Off (FTO) + Holidays
🚀 Quarterly Team Gatherings
🥪 In office Perks*

*In office employees only

Eve Legal is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation during the application process, reach out to your recruiter.

We may use artificial intelligence (AI) tools to support parts of the hiring process.  These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Skills Required

  • Three or more years of experience in Deal Desk, Sales Operations, Renewals Operations, Revenue Operations, or a related B2B SaaS function.
  • Experience managing quoting, pricing validation, approval routing, product configuration, and commercial exceptions.
  • Hands-on experience with CPQ platforms and CRM systems such as HubSpot or Salesforce.
  • Experience with DealHub or a similar CPQ platform.
  • Strong analytical and financial skills, including deal modeling, KPI reporting, margin analysis, discount governance, and revenue recognition principles.
  • Knowledge of SaaS retention metrics, including gross revenue retention, net revenue retention, renewal forecasting, retention, and expansion.
  • Ability to analyze data and transform manual processes into scalable, automated workflows.
  • Strong communication and cross-functional partnership skills, including managing competing priorities and making sound decisions in ambiguous situations.

What the Team is Saying

Fabi Ramirez
Aiden Kaplan

Eve Compensation & Benefits Highlights

  • Healthcare Strength Healthcare coverage is described as comprehensive, including medical, dental, vision, life insurance, and short- and long-term disability. Coverage breadth appears robust for a startup, though exact premium splits are not specified.
  • Retirement Support Retirement benefits include a 401(k) with company match, highlighted across company materials and job listings. This points to tangible employer support for long-term savings.
  • Equity Value & Accessibility Employees receive company equity characterized as meaningful and broadly available. This adds ownership upside alongside cash compensation.

Eve Insights

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The Company
HQ: San Mateo, CA
180 Employees
Year Founded: 2020

What We Do

Eve Legal is pioneering the future of legal technology by focusing on AI-driven solutions that empower plaintiff-side law firms. With a robust platform designed for efficiency and effectiveness, Eve leverages artificial intelligence to streamline case analysis, enhance decision-making, and optimize client outcomes. Our mission centers on providing attorneys with the tools needed to stay competitive and navigate the legal landscape effectively, especially in an era where demands on legal professionals continue to grow. Eve’s commitment to innovation is evident in their focus on speed, scalability, and reliability. The platform supports legal teams in managing high caseloads with fewer resources, reducing the time spent on routine tasks, and enhancing the ability to focus on high-impact work. Through deep industry insights and a user-centric approach, Eve is setting a new standard in legal tech by combining technical excellence with a nuanced understanding of the plaintiff-side practice needs. With a core belief in elevating legal practices through visionary tools, Eve is committed to reshaping the way legal professionals serve their clients, improving access to justice, and fostering a more efficient legal ecosystem.

Why Work With Us

You’ll join a high-performing team that thrives on collaboration, grit, and innovation. We value excellence, visionary thinking, and elevation as we tackle ambitious goals. Enjoy a supportive, growth-oriented environment with a robust benefits package, where everyone’s contributions are valued, and real impact in legal tech is made together.

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Eve Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We are located at a beautiful office on 3rd Ave in the heart of San Mateo and 2 blocks from Caltrain. Some of our teams are remote while others have a hybrid model of coming into the office 3 days/week and remote 2 days/week.

Typical time on-site: 3 days a week
HQSan Mateo, CA
HQSan Mateo, CA
Learn more

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