Deal Desk Manager

The role

You will be the go-to partner for the Sales team on structuring, pricing and processing deals. You will work in Salesforce and Salesforce CPQ on quotes, approvals and order booking, and later cross-train into provisioning and billing in Chargebee. You will also lead projects that improve the quote-to-cash process.

What you will do

• Partner with Account Executives and Sales leadership to structure deals, including pricing, discounting, multi-year terms, ramps and non-standard requests.
• Build, review and validate quotes and order forms in Salesforce CPQ.
• Oversee the deal approval process and escalate blockers before they delay customer commitments or booking deadlines.
• Book closed-won orders and hand them off for provisioning and billing; later, turn executed contracts into subscriptions in Chargebee.
• Serve as subject-matter expert on pricing, packaging and deal policy.
• Find gaps in the quote-to-cash process and propose, document and implement improvements.
• 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.
• Build and manage project plans with scope, milestones, owners and dependencies.
• Evaluate and implement practical uses of AI and automation, validating outputs before relying on them.

Required qualifications

• 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 skills and sound judgment within your scope of authority.
• Strong attention to detail.
• Strong organizational and time-management skills.
• Proficiency in Excel or Google Sheets.
• Demonstrated project management experience.
• Bachelor's degree, or equivalent experience.

Nice to have

• Salesforce CPQ experience.
• Experience with Chargebee or another subscription billing platform.
• Familiarity with Jira, Intercom or similar tools.

Before you apply

• Applicants must provide personal data such as name and contact information, which is mandatory to process the application.

About the company

Envoy unifies people, spaces and communications in one secure, integrated workplace management platform. More than 16,000 workplaces worldwide use Envoy.