Deal Desk Manager

Envoy•San Francisco, CA

1d•Onsite

About The Position

As a Deal Desk Manager at Envoy, you’ll be the go-to partner for the Sales team on deal structuring, pricing, and processing. This hands-on individual contributor role supports quotes, approvals, and order booking in Salesforce and Salesforce CPQ, with cross-training over time into provisioning and billing in Chargebee to build a full view of the quote-to-cash lifecycle. The role balances daily deal support with planned process and systems improvements, considering impacts on cross-functional teams and customers. It is onsite at Envoy’s San Francisco headquarters at least four days a week, Monday through Thursday.

Requirements

At least 3 years of experience in Deal Desk, Sales Operations, or a similar quote-to-cash role; ideally at a B2B SaaS company.
Hands-on experience with Salesforce.
A solid understanding of SaaS deal structures, pricing models, and contract terms.
Strong critical thinking and sound judgment, including knowing when to push back, escalate, or find a creative path to yes.
Strong attention to detail and interest in connecting individual transactions to broader business outcomes.
Strong organizational and time-management skills, including managing daily deal requests alongside longer-term projects, planning around month- and quarter-end deadlines, and communicating tradeoffs when priorities compete.
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 comfortable working with minimal supervision.
Ability to operate in a fast-moving, changing organization and to build collaborative relationships across teams.
Onsite availability at the San Francisco headquarters at least four days a week, Monday through Thursday.

Nice To Haves

Salesforce CPQ experience is strongly preferred.
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, including pricing, discounting, 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 appropriate approvers, tracking outstanding 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 subscriptions in Chargebee and provision customer accounts.
Serve as a subject-matter expert on pricing, packaging, and deal policy, answering questions from Sales, Customer Success, and Finance.
Identify quote-to-cash process gaps and friction, then 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 new product launches.
Build and manage project plans with clear scope, milestones, owners, and dependencies.
Coordinate cross-functional contributors, communicate progress, and resolve or escalate risks to keep work on track.
Evaluate and implement practical uses of AI and automation, such as quote completeness checks, contract discrepancy identification, and process documentation drafting; use approved tools, protect data, and validate outputs.