Deal Desk Analyst (6 Month Fixed-Term)
Oakland, California, United States · Posted 4 months agoDescription
The Role
You'll help eliminate quoting backlogs and drive high-volume, complex deal execution as Everlaw scales through a critical capacity surge. Acting as a strategic bridge between Sales, Customer Success, Finance, and Legal, you will manage end-to-end quoting and queue triage to ensure deal structures are scalable, reliable, and compliant while protecting long-term revenue integrity.
This is a full-time, non-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 Quote-to-Cash requests within defined SLAs.
- Partner cross-functionally with Finance and Legal to navigate non-standard terms and resolve system inefficiencies.
- Assist in standardizing deal workflows and systemizing the escalation process within Salesforce to improve operational 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 complex deal structures.
- You have advanced proficiency in Salesforce CPQ (or a similar tool), with deep experience configuring products, bundles, price rules, and troubleshooting quote logic.
- You balance short-term sales velocity with long-term revenue integrity, ensuring deals move quickly while adhering to pricing and compliance guardrails.
- You are a clear communicator who can articulate complex commercial concepts across Sales, Customer Success, Finance, Legal, and technical teams.
- You are detail-oriented and experienced in managing high-volume queues in fast-paced SaaS environments.
- 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.
Bonus points
- You have experience or interest in exploring AI-driven tools or automation agents to streamline Deal Desk workflows and queue management.
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 hourly rate range for this role is $53.37–$67.31. 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 annual compensation
Growth & everyday perks
- 17 paid vacation days, 11 federal holidays, and paid sick leave
- Four "Everlawlidays" (additional paid company-wide days off) per year
- Annual allocation for learning & development and relevant professional membership dues
- Hybrid work with regular work-from-home days and flexibility for life's logistics
- Monthly home internet reimbursement, plus a stipend for your desk setup
- Catered lunch each workday, plus snacks and company-wide events in our offices
About Everlaw
When a lawsuit or investigation happens, teams must comb through vast amounts of electronic evidence — emails, documents, chats, files — to find what matters. That work is not a side task but the case itself, and where most of the time and money in litigation goes. Everlaw is the litigation and investigation management platform changing that, using AI to turn mountains of messy data into the handful of facts that win or lose a case, compressing weeks of work into hours.
We're the kind of place that's ranked #1 on G2 in our category and named a Great Place to Work™ by our own team. So if you want a front row seat to an industry in transformation, career-defining work you'll be proud to tell people about, and real upside at a company in control of its own destiny, we'd love to get to know you.
- #LI-KV1
- #LI-Hybrid
At Everlaw, you'll shape how AI re-wires the legal industry, at a category-leading business built on a mission to illuminate the truth.
Similar jobs
Est. 155,000 USD
The Role You'll drive market expansion across our Enterprise Law Firm segment, managing end-to-end sales cycles for our highest-value potential legal clients. In this role, you will lead complex, value-based sales strate…
Est. 155,000 USD
The Role You'll drive market expansion across our Enterprise Law Firm segment, managing end-to-end sales cycles for our highest-value potential legal clients. In this role, you will lead complex, value-based sales strate…
Est. 175,000 USD
The Role You'll drive market expansion across our highest-value enterprise accounts in the AmLaw 200 domain, leading sophisticated, multi-stakeholder sales cycles to displace legacy solutions and secure net-new business.…
Est. 151,000 USD
As our first GTM Knowledge Engineer, you’ll sit at the intersection of Revenue Enablement, Revenue Operations, and Information Systems within the Go-to-Market Center of Excellence. In this highly impactful role, you’ll b…
Est. 151,000 USD
As our first GTM Knowledge Engineer, you’ll sit at the intersection of Revenue Enablement, Revenue Operations, and Information Systems within the Go-to-Market Center of Excellence. In this highly impactful role, you’ll b…
Est. 90,000 USD
The Role You'll create the first meaningful touchpoints between Everlaw and prospective customers, mastering the core skills of modern B2B software sales while building high-value pipeline. As the front line of our go-to…
Est. 233,000 USD
The Role Everlaw is seeking a Partner Development Director to identify, recruit, negotiate, and launch new strategic partners that can materially expand Everlaw’s channel business. This role focuses on net-new partner cr…
Est. 233,000 USD
The Role Everlaw is seeking a Partner Development Director to identify, recruit, negotiate, and launch new strategic partners that can materially expand Everlaw’s channel business. This role focuses on net-new partner cr…
Est. 169,650 USD
The Role Everlaw’s Business Development team builds and manages Everlaw’s partner ecosystem, working with Managed Service Providers, Advisory Services, and other strategic partners to help bring Everlaw’s technology to m…
Est. 147,500 USD
As a Field Enablement Partner, you will be part of the strategic transformation of our field enablement motion from general skill development toward High-Stakes Performance Consulting. In this highly impactful role, your…
Est. 147,500 USD
As a Field Enablement Partner, you will be part of the strategic transformation of our field enablement motion from general skill development toward High-Stakes Performance Consulting. In this highly impactful role, your…
Est. 147,500 USD
As a Field Enablement Partner, you will be part of the strategic transformation of our field enablement motion from general skill development toward High-Stakes Performance Consulting. In this highly impactful role, your…
Est. 212,000 USD
Everlaw is looking for a Senior Software Engineer, AI Platform with experience building and operating AI platform capabilities that power user-facing software in complex ecosystems. Transforming legal tech with software…
Est. 186,500 USD
The Role You'll take end-to-end ownership of product design for Everlaw's platform, turning complex, high-stakes legal workflows into intuitive, human-centered experiences. Partnering closely with Product Management and…
Est. 159,000 USD
The Role You'll independently drive trust, compliance, and risk workstreams that help Everlaw scale responsibly and earn long-term confidence from customers and regulators. Sitting at the intersection of customer trust,…
Est. 258,000 USD
Everlaw is looking for a Staff AI Engineer to help design and execute our overall technical strategy of applying AI in our product, directly contributing to our company’s vision of being the AI leader in legal discovery…
Est. 212,000 USD
Everlaw is looking for a Senior Software Engineer with experience building and shipping user-facing software in complex ecosystems. Transforming legal tech with software and AI is a full-stack challenge that applies sear…
Est. 246,000 USD
We're looking for a Senior Manager, Product Lead to lead, grow, and empower a team of product managers building for our AI-powered litigation platform. This role sits at the intersection of product strategy and people le…
Est. 218,500 USD
About Everlaw At Everlaw, our mission is to promote justice by illuminating truth. We're changing how legal teams at law firms, corporations, government agencies, and nonprofits find the information they need to achieve…
Est. 177,500 USD
Everlaw is looking for a Technical Program Manager, Engineering to drive technical alignment, system ownership, and process enforcement across our Engineering team. In this high-visibility role, you will focus on Enginee…
Est. 212,000 USD
Everlaw is looking for a Senior Software Engineer, Database Systems to drive the development of our core data infrastructure. As a mid-sized SaaS company experiencing rapid growth, our challenge isn't just storing data—i…
Est. 130,000 USD
About EveEve is redefining legal technology for plaintiff law firms, and we're building the team that will take us there. We help firms handle more cases, recover more for clients, and grow with AI that works across ever…
Est. 170,000 USD
About EveEve is redefining legal technology for plaintiff law firms, and we're building the team that will take us there. We help firms handle more cases, recover more for clients, and grow with AI that works across ever…
Est. 300,000 USD
About EveEve is redefining legal technology for plaintiff law firms, and we're building the team that will take us there. We help firms handle more cases, recover more for clients, and grow with AI that works across ever…
Est. 265,000 USD
About EveEve is redefining legal technology for plaintiff law firms, and we're building the team that will take us there. We help firms handle more cases, recover more for clients, and grow with AI that works across ever…
Est. 265,000 USD
About EveEve is redefining legal technology for plaintiff law firms, and we're building the team that will take us there. We help firms handle more cases, recover more for clients, and grow with AI that works across ever…
Est. 215,000 USD
About EveEve is redefining legal technology for plaintiff law firms, and we're building the team that will take us there. We help firms handle more cases, recover more for clients, and grow with AI that works across ever…
Est. 155,000 USD
About EveEve is redefining legal technology for plaintiff law firms, and we're building the team that will take us there. We help firms handle more cases, recover more for clients, and grow with AI that works across ever…
Est. 100,000 USD
About EveEve is redefining legal technology for plaintiff law firms, and we're building the team that will take us there. We help firms handle more cases, recover more for clients, and grow with AI that works across ever…
Est. 170,000 USD
About EveEve is redefining legal technology for plaintiff law firms, and we're building the team that will take us there. We help firms handle more cases, recover more for clients, and grow with AI that works across ever…