Deal Desk Analyst (6 Month Fixed-Term)

Oakland, CAfull timeRemote

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Everlaw The Deal Desk Analyst at Everlaw manages end-to-end quoting for new business, renewals, and complex amendments within the GTM Strategy & Operations team. This fixed-term role supports deal structuring and ensures compliance with financial standards.

Responsibilities

This is a full-time non-exempt position based in our Oakland, California office with a hybrid work schedule: in office M/W/Th with the option to work from home Tu/Fr. The expected length of the engagement would be 6 months.
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, you ll...
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.
Assist 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.

Qualification

Required

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.
You are authorized to work in the United States without restrictions. Please note that at this time, Everlaw is not sponsoring employment visas for this role

Benefits

Dental
Vision
Flexible Work

Company

Everlaw

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Source: greenhouse

Active within the past hour

Remote-friendly

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Salesforce CPQZenDeskquotingdeal workflowsprice booksdiscount thresholds

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Deal Desk Analyst (6 Month Fixed-Term) at Everlaw · LumiJobs