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Deal Process Lead

Oakland, California, United States

Everlaw is seeking a Deal Process Lead to be a critical driver in optimizing our quote-to-cash (Q2C) process. This person will act as the bridge between business needs and system requirements, providing the leadership needed to drive the next phase of automation and efficiency. This role will play an essential role in taking our current process from a foundation to a truly scalable, efficient, and responsive system.

As a key member of the GTM Strategy & Operations team, you will be a central point of contact, ensuring the deal process aligns with company policies and is supported by our technology stack. You’ll be focused on building a unified deal process foundation that drives automation and efficiency. This new role will continually partner with Enterprise Technology, Finance, Customer Success, and GTM S&O to identify areas for improvement and optimize the design on an ongoing basis, ensuring we're constantly improving performance and adapting to evolving business needs.

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. 

Getting started

  • We want you to feel like part of the team early on! Our onboarding process will integrate you into the company with informative sessions on our product, policies, processes, and team structure and goals.
  • We’re excited for you to learn, grow, and contribute right away! We trust that you’ll bring experience and knowledge that will uplift and uplevel the team, but we don’t expect you to know everything on Day 1.

In your role, you'll...

  • Serve as the primary business lead for the Everlaw quote-to-cash process, responsible for gathering and defining business requirements to drive the next phase of automation and efficiency.
  • Partner with the Enterprise Systems team to translate business requirements into technical solutions that optimize the Q2C workflow, reducing manual intervention and improving system performance.
  • Continually collaborate with Sales, Finance, Customer Success, and Revenue Operations to identify process bottlenecks and new requirements, and ensure the ongoing optimization of our Q2C systems.
  • Play a key role in new product introductions, ensuring that quote-to-cash considerations are proactively addressed for optimal system design.
  • Act as the subject matter expert for quoting best practices, providing guidance and support to field teams and other stakeholders.
  • Ensure timely and accurate processing of quote requests from the field, acting as the central point of contact to guide complex deals from initial inquiry to final quote generation.
  • Establish clear rules of engagement, deal approval matrices, and discounting policies to ensure consistency and compliance.
  • Create and maintain a central repository of deal process documentation and develop and deliver training sessions to the field and other stakeholders on process changes and system updates.
  • Define and track key metrics for the deal process, such as deal cycle time, quoting accuracy, and approval velocity.
  • Use data to build business cases for future process and systems investments.

About you

  • You have 8+ years of progressive experience in revenue operations, deal desk, sales operations, or a similar role, with a strong focus on quote-to-cash processes.
  • You have a proven track record of designing, implementing, and optimizing complex deal processes in a B2B SaaS environment.
  • You have deep expertise in CRM and CPQ systems (e.g., Salesforce CPQ). Experience with billing systems and ERP systems is a plus.
  • You have strong analytical skills with the ability to use data to drive process improvements and provide insights to leadership.
  • You possess excellent communication and interpersonal skills, with the ability to clearly articulate process changes and influence and collaborate effectively with diverse teams.
  • You are a self-starter with a strong sense of ownership and the ability to thrive in a fast-paced, high-growth environment.
  • You are authorized to work in the United States without restrictions. Please note that at this time, Everlaw is not sponsoring employment visas for this role.

Benefits

  • The expected salary range for this role is between $168,000 and $213,000. The final offered salary will be dependent upon many factors including the candidate's experience and skills. The base pay range is subject to change in the future.
  • Equity program
  • 401(k) retirement plan with company matching
  • Health, dental, and vision
  • Flexible Spending Accounts for health and dependent care expenses
  • Paid parental leave and approximately 10 days (80 hours) per year of sick leave
  • Seventeen paid vacation days plus 11 federal holidays
  • Membership to Modern Health to help employees prioritize mental health and wellness
  • Annual allocation for Learning & Development opportunities and applicable professional membership dues
  • Company-sponsored life and disability insurance
  • Find out more about our Benefits and Perks

Perks

  • Work in Uptown Oakland, just steps from the BART line and dozens of restaurants and walking distance to Lake Merritt
  • Flexible work-from-home days on Tuesdays and Fridays
  • Monthly home internet reimbursement
  • Select your preference of hardware (Mac or PC) and customize your desk setup
  • Enjoy a wide variety of snacks and beverages in the office
  • Bond over company-wide out-of-the-box events and fun activities with your team
  • Time off for company-sponsored volunteer events and 4 paid hours per quarter to volunteer at a charitable organization of your choice
  • Take advantage of learning and career development opportunities 
  • Ranked #9 on Glassdoor's Best Places to Work 2023 for US small and medium companies
  • One of Wealthfront’s 2021 Career Launching Companies, and ranked #2 on the “2022 Bay Area Best Places to Work” list by the San Francisco Business Times and the Silicon Valley Business Journal
  • One of Fast Company’s World's Most Innovative Companies for 2022 and proud contributor of free ediscovery resources to benefit the greater good through “Everlaw for Good”
  • #LI-Hybrid
  • #LI-BL1
Pursue Truth While Finding Yours
At Everlaw, we are deeply invested in pursuing the truth, for our clients and for our employees. We know that when you’re empowered to pursue your passions, it is reflected in the work. That’s why we’re committed to the professional growth of all our team members, offering an annual learning and development stipend and regular career check-ins with managers. If you’re looking for a place that values passion, integrity, and a desire to learn, we’d love to hear from you! 
 
We help law firms, government agencies, and corporations sift through millions of documents of evidence in big lawsuits and investigations to find the proverbial smoking gun (or needle in the haystack -- pick your metaphor). It's a multi-billion dollar space typically dominated by service-oriented vendors, and we're coming at it with cutting-edge technology and elegant design. It's working, and we've been growing very rapidly: we host hundreds of terabytes of data and work with all 50 state Attorneys General and hundreds of law firms on some of the most high-profile cases litigated today. 
 
Everlaw is an equal opportunity employer. We pride ourselves on having a diverse workforce and we do not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. We respect the gender, gender identity and gender expression of our applicants and employees, and we honor requests for pronouns. It is our policy to comply with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity, including the California Equal Pay Act.  Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
 
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When preparing to engage with Everlaw as a candidate, you may use AI tools for research, polishing application materials, and interview prep. However, any assessments (unless explicitly stated), remote interviews or live interviews must be completed independently without AI support. By submitting your application, you agree to adhere to these rules. Here's the link to our full policy, and please reach out with any questions!
 
We use Covey as part of our hiring and/or promotional processes. As part of the evaluation process, we provide Covey with job requirements and candidate-submitted applications. Certain features of the platform may qualify it as an Automated Employment Decision Tool (AEDT) under applicable regulations. For positions in New York City, our use of Covey complies with NYC Local Law 144. We began using Covey Scout for Inbound on the 9th of June, 2025.
 

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