Deal Desk Analyst
Oakland, Alameda County, California, 94616, USA
Listed on 2026-07-01
-
IT/Tech
Technical Support, IT Support, HelpDesk/Support, IT Business Analyst
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 critical "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 your deals are scalable, reliable, and accurately provisioned without creating downstream billing issues.
You will sit within the GTM Strategy & Operations department, specifically focusing on the Quote-to-Cash (Q2C) lifecycle. Your team is dedicated to building the infrastructure and processes that allow Everlaw to scale rapidly while maintaining financial integrity and operational efficiency.
This is a full-time non-exempt position based in our Oakland, California office with a hybrid work schedule: in office Mon/Wed/Thu with the option to work from home Tue/Fr. The expected length of the engagement would be 6 months.
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 Zen Desk 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.
- 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.
- The expected hourly rate range for this role is between $52.88 and $67.30. 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.
- 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.
- Take advantage of learning and career development opportunities.
Everlaw is an equal opportunity employer. We pride ourselves on having a diverse workforce and we do not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity or expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. We respect the gender, gender identity and gender expression of our applicants and employees, and we honor requests for pronouns.
It is our policy to comply with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity, including the California Equal Pay Act. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).