Why This Job is Featured on The SaaS Jobs
Harvey sits in a segment of SaaS where product and go-to-market complexity tends to rise quickly: enterprise platforms selling into regulated, high-stakes workflows. A Deals Operations Analyst role in that context is a signal that the commercial engine is maturing—requiring tighter governance across quoting, contracting, and booking as customer volume and deal variety expand.
For a SaaS career, this kind of seat builds durable “revenue plumbing” expertise. Working across CRM and CPQ workflows, approvals, and order processing develops an understanding of how pipeline becomes revenue, where friction appears, and how systems design influences sales execution. The cross-functional touchpoints with Sales, Finance, and Legal also translate well across subscription businesses, especially those with multi-year terms, bespoke pricing, or non-standard terms.
This role is best suited to someone who prefers structured problem-solving over pure strategy, and who enjoys being close to live deal flow while improving the underlying operating model. It fits professionals who want to become fluent in the mechanics of quote-to-cash and who are comfortable acting as a service layer for a sales organization while steadily raising process quality and data reliability.
The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.
Job Description
Why Harvey
At Harvey, we’re transforming how legal and professional services operate — not incrementally, but end-to-end. 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. With 1000+ customers in 58+ countries, 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 is sharp, motivated, and deeply committed to the mission. We move fast, operate with intensity, and take real ownership of the problems we tackle — from early thinking to long-term outcomes. We stay close to our customers — from leadership to engineers — and work together to solve real problems with urgency and care. If you thrive in ambiguity, push for excellence, and want to help shape the future of work alongside others who raise the bar, we invite you to build with us.
At Harvey, the future of professional services is being written today — and we’re just getting started.
Role Overview
We are looking to hire aDeal 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
Partner with Deal Desk to support pricing approvals, contract structures, and deal execution logistics
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 Range
$106,000 - $144,000 USD
Please find our CA applicant privacy notice here.
#LI-SZ1
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 accommodations@harvey.ai
