Deal Desk Analyst (6 Month Fixed-Term)

Getting Started

We want you to feel like part of the team early on! Our onboarding process will integrate you into the company with informative sessions on our product, policies, processes, and team structure and goals.

We’re excited for you to learn, grow, and contribute right away! We trust that you’ll bring experience and knowledge that will uplift and uplevel the team, but we don’t expect you to know everything on Day 1.

In Your Role

• Manage end-to-end quoting for new business, renewals, and complex amendments using Salesforce CPQ.
• Act as the primary owner for the Salesforce and ZenDesk queue, managing the intake, triage, and escalation of all Q2C requests.
• Reduce wait times and maintain high service standards by resolving tickets within defined SLAs.
• Partner cross-functionally with Finance and Legal to navigate non-standard terms and identify system inefficiencies.
• Aid in standardizing deal workflows and systemizing the escalation process within Salesforce to improve transparency.
• Ensure all deals adhere to established price books, discount thresholds, and Everlaw’s financial compliance standards.

About You

• You have at least 5 years of experience in Deal Desk, Sales Operations, or Revenue Operations, including hands-on ownership of quoting for new business, renewals, and complex amendments.
• You have advanced proficiency in Salesforce CPQ or a similar quoting tool, and are comfortable configuring products and bundles, applying price rules, and troubleshooting complex quote logic.
• You are experienced in balancing short-term sales velocity with long-term revenue integrity, ensuring deals move quickly while still adhering to pricing, discount, and compliance guardrails.
• You are a clear communicator who can articulate complex commercial concepts to diverse internal stakeholders, tailoring your message for Sales, Customer Success, Finance, Legal, and technical partners.
• You have a background in SaaS or Legal Tech environments and enjoy working cross-functionally with GTM teams to support scalable, reliable deal structures.
• You are detail-oriented and able to manage high volumes of requests in a fast-paced environment, prioritizing effectively and maintaining high accuracy across your queue.

Benefits

• The expected hourly rate range for this role is between $53.37 and $67.31. The final offered hourly rate will be dependent upon many factors including the candidate’s experience and skills. The role's compensation is subject to change in the future.
• You will be eligible for a number of our benefits, including health, dental, and vision plans.
• You will be eligible for paid company and federal holidays.

Perks

• Work in Uptown Oakland, just steps from the BART line and dozens of restaurants and walking distance to Lake Merritt
• Flexible work-from-home days on Tuesdays and Fridays
• Monthly home internet reimbursement
• Select your preference of hardware (Mac or PC) and customize your desk setup
• Enjoy a wide variety of snacks and beverages in the Oakland office
• Bond over company-wide out-of-the-box events and fun activities with your team
• Time off for company-sponsored volunteer events and 4 paid hours per quarter to volunteer at a charitable organization of your choice
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