Deal Operations Analyst

Dallas, TX

About the role

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 - $162,500 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]

About Harvey

Harvey is a domain-specific AI platform for legal and professional services, built on customized large language models (LLMs) tailored for law firms and in-house legal teams. Its products streamline complex workflows including contract analysis, due diligence, compliance, litigation support, and legal research. The platform serves 1,300+ customers across 60+ countries, enabling legal professionals to execute matters end-to-end with AI-powered agents.

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Job details

Salary

$108,300 - $148,950

Location

Dallas, TX

Company

NameHarvey
IndustryArtificial Intelligence (AI)
Team Size5

Funding

Total raised

$1.2B

Last stage

Series C

Investors

Sequoia Capital
Kleiner Perkins
OOpenAI
GV
Andreessen Horowitz

Founders

Winston Weinberg

Winston Weinberg

Co-founder

LinkedIn
Gabriel Pereyra

Gabriel Pereyra

Co-founder

LinkedIn

What happens next.

No applications, no recruiter spam. Just the intro.

01

Confirm the fit

A few questions to make sure this role is the right shape for you. Two minutes.

02

I pitch you to the company

I write the intro, send it to the founder, and handle the back-and-forth.

03

A meeting lands on your calendar

If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.