About this role
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
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Manage end-to-end quoting for new business, renewals, and complex amendments using Salesforce CPQ.
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Own the Salesforce and Zendesk queue, managing the intake, triage, and escalation of all Quote-to-Cash requests within defined SLAs.
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Partner cross-functionally with Finance and Legal to navigate non-standard terms and resolve system inefficiencies.
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Assist in standardizing deal workflows and systemizing the escalation process within Salesforce to improve operational transparency.
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Ensure all deals adhere to established price books, discount thresholds, and Everlaw’s financial compliance standards.
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About You
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You have at least 5 years of experience in Deal Desk, Sales Operati