Deal Operations Analyst

Harvey

Deal Operations Analyst at Harvey supporting the global sales organization and handling quote-to-cash processes efficiently. Collaborating closely with Sales, Finance, and Deal Desk teams.

Posted 7/10/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $108,300 - $162,500 per yearWebsite

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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)
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
Ability to communicate clearly with stakeholders

Benefits

Comp & perks

Comprehensive health, dental and vision coverage
Retirement benefits (401k match up to 4%)
Flexible PTO

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Sales OperationsOrder ManagementQuoting WorkflowsDeal HygieneUser Acceptance Testing (UAT)Quality Assurance (QA)Business Requirements GatheringProcess ImprovementComplex Deal StructuresQuote-to-Cash Processes

Soft Skills

Clear CommunicationStakeholder Engagement