Harvey Logo

Harvey

Deal Operations Analyst

Posted 23 Days Ago
Hybrid
Dallas, TX
108K-149K Annually
Mid level
Hybrid
Dallas, TX
108K-149K Annually
Mid level
Supports quote-to-cash execution by reviewing and processing customer orders, maintaining Salesforce opportunities and quoting workflows, managing deal operations support queues, and assisting with CRM and CPQ enhancements. The role partners with Sales, Finance, Legal, and Operations on requirements gathering, testing, workflow rollouts, enablement, process documentation, and continuous improvement.
The summary above was generated by AI
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 - $148,950 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]

Similar Jobs

21 Days Ago
In-Office or Remote
Austin, TX, USA
Mid level
Mid level
Software
Manages deal desk and order operations across the quote-to-cash cycle. Processes and validates orders, coordinates approvals, supports strategic opportunities, maintains Salesforce data, contracts, workflows, reports, and dashboards, and assists with invoicing reconciliation and audits. Partners with Sales, Finance, Legal, Marketing, and Product teams, drives process improvements and automation, and trains sales staff on new procedures.
Top Skills: DealhubDocusignGoogle WorkspaceIroncladExcelMicrosoft WordSalesforceSalesforce Cpq
2 Months Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
110K-150K Annually
Mid level
110K-150K Annually
Mid level
Legal Tech • Software • Generative AI
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.
Top Skills: CpqCRMDealhubHubspotSalesforce
A Minute Ago
Remote or Hybrid
United States
94K-104K Annually
Senior level
94K-104K Annually
Senior level
Consumer Web • eCommerce • Internet of Things
Recruit and support hiring for full-time and contract roles, including contractor conversions. Partner with hiring managers, manage pipelines, maintain ATS data, and improve recruiting workflows through automation. Review and design scalable People Team, onboarding, approval, and offer processes while coordinating with People Experience, Legal, Finance, and Procurement. Advise leaders on timelines, tradeoffs, and risks in a fast-paced startup environment.
Top Skills: Applicant Tracking System (Ats)Ats WorkflowsIntegrationsReporting DashboardsWorkflow Rules

What you need to know about the Austin Tech Scene

Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.

Key Facts About Austin Tech

  • Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
  • Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
  • Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
  • Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
  • Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account