Harvey

Harvey

Posted via Ashby

Deal Operations Analyst

Posted Oct 17, 2026

Role at a glance

Job function
Sales Sales Operations & Support
Salary
Not yet verified Check the description for pay details; an amount or pay period has not been verified.
Location
New York, United States
Employment
Full-time
Experience
2-4+ years of experience in Sales Operations, Deal/Order Operations, Revenue Operations, or Order Management

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Role Summary

AI-generated

The Deal Operations Analyst supports Harvey AI’s global sales organization and quote-to-cash execution, partnering with Sales, Deal Desk, Finance, and Legal. The role helps ensure deals are accurately structured, approved, and closed while supporting operational processes and systems.

What You'll Do

  • Review, validate, and process customer orders for accuracy, policy compliance, booking, and billing readiness.
  • Support Sales representatives with Salesforce opportunity management, quoting workflows, and deal hygiene.
  • Manage and triage the Deal Operations ticketing queue and respond to SFDC and CPQ-related questions.
  • Assist with CRM and CPQ enhancements by gathering requirements, supporting UAT and QA, and helping roll out workflows, fields, or...
  • Contribute to sales and deal desk enablement through documentation, process guides, and training support.
  • Identify recurring quote-to-cash issues or inefficiencies and surface recommendations for improvement.

Generated from the employer's posting. Verify important details before applying.

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Qualifications

Requires 2-4+ years of experience in Sales Operations, Deal/Order Operations, Revenue Operations, or Order Management; attention to detail and comfort with complex deal structures; working knowledge of Salesforce opportunity and quoting workflows; exposure to CPQ tools and basic understanding of pricing and approvals; experience with ticketing or queue-based support; involvement in CRM/CPQ projects or enhancements; clear stakeholder communication; and comfort in a fast-paced, evolving environment.

Required

  • 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...
  • 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...
  • 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

Original job description

Content provided by the employer

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 - $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]

Harvey

About the company

Harvey

Startup

Harvey is an innovative technology company focused on streamlining the recruitment process through cutting-edge artificial intelligence solutions. By leveraging data-driven insights, Harvey enhances the connection between employers and job seekers, making it easier for companies to find the right talent efficiently. With a commitment to improving the hiring experience for both candidates and organizations, Harvey is at the forefront of transforming traditional recruitment methods into a more effective, user-friendly approach.