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Salary: USD 108,300 - 162,500 / annual
Harvey is an AI platform transforming legal and professional services by combining frontier agentic AI, enterprise-grade infrastructure, and deep domain expertise. The company is scaling rapidly with strong product-market fit and world-class investor backing.
As a Deal Operations Analyst, you will support Harvey's growing global sales organization at the center of quote-to-cash execution. This hands-on operational role partners closely with Sales, Deal Desk, Finance, and Legal teams to ensure deals are accurately structured, approved, and closed efficiently.
Key responsibilities include:
- Reviewing, validating, and processing customer orders to ensure accuracy, compliance with pricing and contracting policies, and readiness for booking and billing
- Supporting Sales representatives with Salesforce (SFDC) opportunity management, quoting workflows, and deal hygiene
- Managing and triaging a Deal Operations ticketing queue with timely responses and clear stakeholder communication
- Serving as frontline support for SFDC and CPQ-related questions from the Sales team
- Assisting with CRM and CPQ enhancements, including gathering business requirements, supporting user acceptance testing (UAT) and QA, and helping roll out new workflows, fields, or guardrails
- Contributing to sales and deal desk enablement through documentation, process guides, and training support
- Identifying recurring issues or inefficiencies in quote-to-cash processes and surfacing recommendations for improvement
Harvey operates with three core values: Decisiveness (acting quickly on clear judgment over perfect information), Simplicity (believing simplicity is what scales), and Job's Not Finished (never being satisfied with the status quo). The team moves fast, takes ownership, and is deeply committed to the mission of reshaping how critical knowledge work gets done.
REQUIREMENTS:
- 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 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
About Harvey
Legal / Compliance / Risk; AI / Data / Infrastructure — AI platform for legal and professional services work.
