Deal Operations Analyst

Chicago · USD 108,300-162,500 · Full-time · Hybrid · Posted Oct 19, 2026

At a glance

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.

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
Gather and draft business requirements for CRM and CPQ enhancements
Support user acceptance testing (UAT) and QA
Help 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

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