Deal Desk Analyst

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 bi