Deal Desk Analyst

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About the role

The Role You'll act as the strategic bridge between Sales, Customer Success, Finance, and Legal to manage end-to-end quoting and eliminate backlog across the Quote-to-Cash (Q2C) lifecycle. By bringing structure, accuracy, and velocity to non-standard deal structures, you'll ensure Everlaw's revenue engine scales efficiently while protecting financial integrity and compliance. This is a full-time, exempt position based in our Oakland, CA office with a hybrid work schedule: in office M/W/Th with the option to work from home on Tu/Fr. What you'll do • Manage end-to-end quoting for new business, renewals, and complex amendments using Salesforce CPQ. • Own the Salesforce and Zendesk queue, managing the intake, triage, and escalation of all Q2C requests to maintain service standards and resolve tickets within defined SLAs. • Partner cross-functionally with Finance and Legal to navigate non-standard terms, resolve system inefficiencies, and ensure deals adhere to established price books and discount thresholds. • Assist in standardizing deal workflows and systemizing the escalation process within Salesforce to improve transparency across Go-To-Market teams. • Ensure all transactions adhere to Everlaw's financial compliance standards without creating downstream billing issues. About You • You have at least 4 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) with demonstrated ability to configure products and bundles, apply price rules, and troubleshoot complex quote logic. • You bring experience balancing short-term sales velocity with long-term revenue integrity, ensuring deals move quickly while adhering to compliance guardrails. • You are a clear communicator who can articulate complex commercial concepts and tailor messaging for Sales, Customer Success, Finance, Legal, and technical partners. • You bring a background in SaaS or Legal Tech environments with strong detail orientation to manage high-volume requests in a fast-paced queue. • You are authorized to work in the United States. Please note that at this time, Everlaw is not sponsoring U.S. employment visas for this role. Think you're missing some of the skills and are hesitant to apply? We do not believe in the 'perfect' candidate and encourage you to apply if you feel you can bring value to our team. We often revisit candidates who may have applied for a different role if something comes up that's a better fit. The Team — GTM Strategy & Operations The GTM Strategy & Operations team builds the engine behind an efficient, durable growth organization. Across strategy, planning, analytics, systems, and operations, the team sharpens how Everlaw segments markets, deploys resources, forecasts performance, and supports customer-facing teams. This work turns complex data into clear choices and scalable processes, helping the company grow with greater focus and discipline. Total Rewards & Benefits The expected salary range for this role is $111,000 - $140,000. Final salary depends on factors including the candidate's experience and skills, and the base pay range is subject to change. This role is also eligible for equity and the benefits below. Health & well-being • Comprehensive medical, dental, and vision coverage • Flexible Spending Accounts for health and dependent care expenses • Membership to Modern Health to support mental health and wellness • Paid parental leave • Company-sponsored life and disability insurance Financial rewards • Competitive equity grants, so you share in Everlaw's long-term growth • 401(k) plan with company matching of up to 4% of eligible

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