Transform your approach to litigation and investigations. Everlaw powers your legal teams and the AI tools they use. Backed by a16z and Menlo.
About 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.
What they're looking for
- 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
More about this 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.
- 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.
- You have at least 5 years of experience in...
Browse similar: Startup jobs · San Francisco Bay Area