Deal Desk Analyst
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-09
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Business
CRM System
Everlaw is seeking a Deal Desk Analyst to join our Go-To-Market (GTM) Strategy & Operations team for a six‑month fixed‑term during a high‑growth period. In this capacity surge role you will help eliminate our current quoting backlog and provide expert support for increasingly complex deal structures. As a Deal Desk Analyst you will act as a strategic bridge between Sales, Customer Success, Finance, and Legal, ensuring deals are scalable, reliable, and accurately provisioned without creating downstream billing issues.
Location& Schedule
Full‑time, non‑exempt position located in our Oakland, California office with a hybrid work schedule: in office Monday/Wednesday/Thursday with the option to work from home Tuesday/Friday. The engagement lasts six months.
Responsibilities- 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 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.
- At least 5 years of experience in Deal Desk, Sales Operations, or Revenue Operations, with hands‑on ownership of quoting for new business, renewals, and complex amendments.
- Advanced proficiency in Salesforce CPQ (or a similar quoting tool), comfortable configuring products and bundles, applying price rules, and troubleshooting complex quote logic.
- Experience balancing short‑term sales velocity with long‑term revenue integrity, ensuring deals move quickly while still adhering to pricing, discount, and compliance guardrails.
- Clear communicator, able to articulate complex commercial concepts to diverse internal stakeholders and tailor messages for Sales, Customer Success, Finance, Legal, and technical partners.
- Background in SaaS or Legal Tech environments; enjoy working cross‑functionally with GTM teams to support scalable, reliable deal structures.
- Detail‑oriented, able to manage high volumes of requests in a fast‑paced environment, prioritizing effectively and maintaining high accuracy across the queue.
- Authorized to work in the United States without restrictions;
Everlaw is not sponsoring employment visas for this role.
- Hourly rate range: $53.37–$67.31, dependent upon experience and skills; compensation may change in the future.
- Health, dental, and vision plans.
- Paid company and federal holidays.
- Monthly home internet reimbursement.
- Flexible work‑from‑home days on Tuesdays and Fridays.
Everlaw is an equal‑opportunity employer. We do not discriminate on the basis of race, creed, color, religion, gender, sexual orientation, gender identity or expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy, or any other basis protected by law.
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