Deal Desk Manager

Role Overview

As a Deal Desk Manager at Envoy, you’ll be the go-to partner for our Sales team on structuring, pricing, and processing deals. This is a hands-on individual contributor role for someone with critical thinking skills and attention to detail, who has the ability to connect individual transactions to broader business needs and independently lead improvements from planning through rollout.

What You Will Do

You’ll start in Salesforce and Salesforce CPQ, supporting quotes, approvals, and order booking. Over time you’ll cross-train into provisioning and billing in Chargebee, and gain a full view of the quote-to-cash lifecycle. You’ll own projects that improve quote-to-cash processes and systems, using AI and automation where they can reduce manual work and improve accuracy.

Why It Might Be a Fit

You have 3+ years of experience in Deal Desk, Sales Operations, or a similar quote-to-cash role, ideally at a B2B SaaS company. You’re an exceptional writer and spoken communicator, highly organized & autonomous, and comfortable operating in a fast-moving, changing organization.

Requirements

• 3+ years of experience in Deal Desk, Sales Operations, or a similar quote-to-cash role
• Hands-on experience with Salesforce
• A solid understanding of SaaS deal structures, pricing models, and contract terms
• Strong critical thinking skills and sound judgment within your scope of authority
• Strong attention to detail, plus an interest in how individual transactions connect to broader business outcomes
• Strong organizational and time-management skills
• Proficiency in Excel or Google Sheets
• Demonstrated project management experience
• Bonus: experience with Chargebee or another subscription billing platform
• Bonus: familiarity with Jira, Intercom, or similar tools
• Bachelor’s degree, or equivalent experience

Benefits

• Ownership-minded: you see deals and projects through from start to finish
• An exceptional written and verbal communicator who can explain policy and pricing clearly to sellers and executives
• Highly organized and autonomous, and comfortable working with minimal supervision
• A collaborative partner who builds trust across Sales, Finance, and Customer Success
• Energized by a fast-moving environment and by working with enterprise customers
• Intellectually curious, eager to learn new systems, and excited to grow at Envoy

Tagged as: Deal Desk, Excel, Project Management, Salesforce, Salesforce CPQ