Deal Desk Manager

Envoy•San Francisco, CA

3d•$150,000 - $163,750•Onsite

About The Position

Envoy is hiring a Deal Desk Manager as a hands-on individual contributor and go-to partner for its Sales team on deal structuring, pricing, and processing. The role starts with Salesforce and Salesforce CPQ support for quotes, approvals, and order booking, then cross-trains into provisioning and billing in Chargebee to develop a full view of the quote-to-cash lifecycle. The manager balances daily deal support with planned improvements and considers effects on cross-functional teams and customers. The position owns projects to improve quote-to-cash processes and systems, using AI and automation where they can reduce manual work and improve accuracy. It is onsite at Envoy’s San Francisco headquarters at least four days per week, Monday through Thursday.

Requirements

At least 3 years of experience in Deal Desk, Sales Operations, or a similar quote-to-cash role; B2B SaaS experience is preferred.
Hands-on experience with Salesforce; Salesforce CPQ experience is strongly preferred.
Understanding of SaaS deal structures, pricing models, and contract terms.
Critical thinking and sound judgment, including knowing when to push back, escalate, or find a creative path forward.
Strong attention to detail and interest in how individual transactions connect to broader business outcomes.
Strong organizational and time-management skills, including managing daily requests alongside longer-term projects, planning around month- and quarter-end deadlines, and communicating tradeoffs.
Proficiency in Excel or Google Sheets.
Demonstrated project management experience, including turning ambiguous problems into actionable plans, coordinating stakeholders without direct authority, and delivering measurable improvements.
Bachelor’s degree or equivalent experience.
Exceptional written and spoken communication skills.
Highly organized, autonomous, and able to work with minimal supervision.
Comfort operating in a fast-moving, changing organization.
Ability to conduct product demos and answer questions to support client evaluations.
Consultative approach, intellectual curiosity, and ambition.
Interest in Envoy’s product and the workplace or commercial real estate industry, and in building strategic partnerships.
Interest in new-logo prospecting and self-sourcing deals, and ability to discuss business value and technology solutions with potential buyers.

Nice To Haves

Experience with Chargebee or another subscription billing platform.
Familiarity with Jira, Intercom, or similar tools.

Responsibilities

Partner with Account Executives and Sales leadership to structure deals involving pricing, discounts, multi-year terms, ramps, and non-standard requests while balancing deal velocity with company policy.
Build, review, and validate quotes and order forms in Salesforce CPQ, ensuring pricing, products, and terms are accurate before they reach customers.
Oversee deal approvals by routing discount and non-standard term requests to the appropriate approvers, tracking decisions, and escalating blockers before they delay customer commitments or booking deadlines.
Book closed-won orders and hand them off for provisioning and billing; as cross-trained, convert executed contracts into Chargebee subscriptions and provision customer accounts.
Serve as a subject-matter expert on pricing, packaging, and deal policy, and answer questions from Sales, Customer Success, and Finance.
Identify friction and gaps in quote-to-cash processes and propose, document, and implement improvements to systems, workflows, and controls.
Maintain and improve deal desk documentation, including playbooks, approval matrices, and process guides.
Work with SalesOps, Finance, Legal, and Customer Success on cross-functional projects such as CPQ enhancements, pricing changes, and product launches.
Build and manage project plans with clear scope, milestones, owners, and dependencies; coordinate contributors, communicate progress, and resolve or escalate risks.
Evaluate and implement practical uses of AI and automation, protect customer and company data, and validate tool outputs before relying on them.