Deal Desk Operations Analyst

Summary

Eve is redefining legal technology for plaintiff law firms with AI-powered workflows across the case lifecycle. The Deal Desk Operations Analyst will bridge commercial strategy and operational execution by managing CPQ and deal desk processes, maintaining data integrity, supporting renewals and expansions, and improving quote-to-cash workflows through automation and cross-functional collaboration.

Responsibilities

• Assist administering and maintaining the CPQ platform, including the product catalog, pricing, quote templates, approval rules, and integrations
• Manage daily Deal Desk operations, including quote creation, pricing validation, approval routing, product configuration, and exception management
• Translate pricing, packaging, product, and policy changes into scalable system configurations and workflows
• Maintain data integrity across CPQ, CRM, and billing systems, ensuring quoted, booked, and invoiced values align
• Build operational and executive reporting for KPIs, cycle time, SLA performance, exceptions, quote accuracy, renewals, and retention
• Support renewal and expansion operations through accurate data, forecasting inputs, and repeatable processes
• Partner with Sales, Finance, Legal, Revenue Operations, Product, Engineering, and Customer Success to resolve issues and advance deals
• Maintain process documentation and enablement materials that help Sales and Customer Success transact accurately
• Implement automation and AI powered tools that improve quoting, approvals, data validation, reporting, and operational efficiency

Skills

• Three or more years of experience in Deal Desk, Sales Operations, Renewals Operations, Revenue Operations, or a related B2B SaaS function
• Experience managing quoting, pricing validation, approval routing, product configuration, and commercial exceptions
• Hands-on experiencejoe@integralpartners.co with CPQ platforms, preferably DealHub, and CRM systems such as HubSpot or Salesforce
• Strong analytical and financial skills, including deal modeling, KPI reporting, margin analysis, discount governance, and revenue recognition principles
• Knowledge of SaaS retention metrics, including gross revenue retention, net revenue retention, renewal forecasting, retention, and expansion
• Proven ability to analyze data and transform manual processes into scalable, automated workflows
• Strong communication and cross functional partnership skills, with the ability to manage competing priorities and make sound decisions in ambiguous situations

Qualifications

Must Haves

• Three or more years of experience in Deal Desk, Sales Operations, Renewals Operations, Revenue Operations, or a related B2B SaaS function
• Experience managing quoting, pricing validation, approval routing, product configuration, and commercial exceptions
• Hands-on experiencejoe@integralpartners.co with CPQ platforms, preferably DealHub, and CRM systems such as HubSpot or Salesforce
• Strong analytical and financial skills, including deal modeling, KPI reporting, margin analysis, discount governance, and revenue recognition principles
• Knowledge of SaaS retention metrics, including gross revenue retention, net revenue retention, renewal forecasting, retention, and expansion
• Proven ability to analyze data and transform manual processes into scalable, automated workflows
• Strong communication and cross functional partnership skills, with the ability to manage competing priorities and make sound decisions in ambiguous situations

Benefits

• Equity
• 401(k) Program with Employer Matching
• Health, Dental, Vision and Life Insurance
• Short Term and Long Term Disability
• Commuter Benefits (in office employees only)
• Autonomous Work Environment
• Workplace Setup Reimbursement
• Telecomm Stipend
• Flexible Time Off (FTO) + Holidays
• Quarterly Team Gatherings
• In office Perks (in office employees only)