Deal Operations Analyst

Posted Yesterday
Be an Early Applicant
New York, NY, USA
Hybrid
108K-163K Annually
Mid level
Artificial Intelligence • Legal Tech • Professional Services • Software
The Role
Manage quote-to-cash operations: validate and process orders, support Salesforce opportunity and quoting workflows, triage deal ops tickets, assist CRM/CPQ enhancements, enable sales and identify process improvements.
Summary Generated by Built In
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. With 1500+ customers in 60+ countries, 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 - $162,500 USD

Depending on your location, an Applicant Privacy Notice may apply to you. You can find all of our Applicant Privacy Notices [here].

#LI-TM1

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 [email protected]

Skills Required

  • 2-4+ years in Sales Operations, Deal/Order Operations, Revenue Operations, or Order Management
  • Working knowledge of Salesforce (SFDC) including opportunity and quoting workflows
  • Exposure to CPQ tools (Salesforce CPQ, DealHub, Ironclad CLM, or similar) and understanding of pricing/approval operationalization
  • Experience managing or working within a ticketing/queue-based support model (Zendesk, Jira, Salesforce cases, or similar)
  • Prior involvement in CRM/CPQ projects or enhancements (requirements documentation, testing, rollouts)
  • Strong attention to detail and comfort with complex deal structures
  • Ability to communicate clearly with Sales, Finance, Legal, and Operations stakeholders
  • Comfort operating in a fast-paced, evolving environment where processes are still being defined

Harvey Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Harvey and has not been reviewed or approved by Harvey.

  • Healthcare Strength Healthcare coverage is described as comprehensive, spanning medical, dental, vision, mental health support, and fertility benefits. This breadth indicates robust health protections within the total rewards package.
  • Parental & Family Support Paid parental leave is prominently offered with eligibility starting on day one. Family-building support complements leave policies to support different life stages.
  • Equity Value & Accessibility Equity is routinely positioned alongside competitive cash, with communications emphasizing pre-IPO upside. This signals meaningful access to ownership as part of compensation.

Harvey Insights

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The Company
HQ: San Francisco, California
373 Employees
Year Founded: 2022

What We Do

Harvey is a generative AI company backed by Sequoia and OpenAI's startup fund building the future of professional services.

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