14 Everlaw Financial Analyst Jobs Hiring Near You

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 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.

• You have experience or interest in exploring AI-driven tools or automation agents to streamline Deal Desk workflows and queue management.

Think you're missing some of the skills and are hesitant to apply? We do not believe in the 'perfect' candidate and encourage you to apply if you feel you can bring value to our team. We often revisit candidates who may have applied for a different role if something comes up that's a better fit.

The GTM Strategy & Operations team builds the engine behind an efficient, durable growth organization. Across strategy, planning, analytics, systems, and operations, the team sharpens how Everlaw segments markets, deploys resources, forecasts performance, and supports customer-facing teams. This work turns complex data into clear choices and scalable processes, helping the company grow with greater focus and discipline.

The expected hourly rate range for this role is $53.37-$67.31. Final salary depends on factors including the candidate's experience and skills, and the base pay range is subject to change. This role is also eligible for equity and the benefits below.

Health & well-being

• Comprehensive medical, dental, and vision coverage
• Flexible Spending Accounts for health and dependent care expenses
• Membership to Modern Health to support mental health and wellness
• Paid parental leave
• Company-sponsored life and disability insurance

Financial rewards

• Competitive equity grants, so you share in Everlaw's long-term growth
• 401(k) plan with company matching of up to 4% of eligible annual compensation

Growth & everyday perks

• 17 paid vacation days, 11 federal holidays, and paid sick leave
• Four "Everlawlidays" (additional paid company-wide days off) per year
• Annual allocation for learning & development and relevant professional membership dues
• Hybrid work with regular work-from-home days and flexibility for life's logistics
• Monthly home internet reimbursement, plus a stipend for your desk setup
• Catered lunch each workday, plus snacks and company-wide events in our offices

When a lawsuit or investigation happens, teams must comb through vast amounts of electronic evidence - emails, documents, chats, files - to find what matters. That work is not a side task but the case itself, and where most of the time and money in litigation goes. Everlaw is the litigation and investigation management platform changing that, using AI to turn mountains of messy data into the handful of facts that win or lose a case, compressing weeks of work into hours.

We're the kind of place that's ranked #1 on G2 in our category and named a Great Place to Work by our own team. So if you want a front row seat to an industry in transformation, career-defining work you'll be proud to tell people about, and real upside at a company in control of its own destiny, we'd love to get to know you.

• #LI-KV1
• #LI-Hybrid