Deal Desk Manager

Envoy protects the places the world relies on most by unifying people, spaces, and communications in one secure, integrated workplace management platform and ecosystem. More than 16,000 workplaces around the world trust Envoy to run secure, compliant, and connected operations across every location. From manufacturing sites and data centers to pharmaceutical labs, healthcare facilities, and corporate headquarters, Envoy makes safety, security and associated regulatory compliance something our customers can be proud of. The industry is littered with box-checking and arcane manual processes as the standard and we see our role as the company to bring experience, efficiency and simplicity everywhere. Great experiences bring great security – it's a requirement. We hope this problem space excites you and we hope you're ready to come sweat the details with us – we have a lot of customers counting on us! And it certainly won't be easy. Learn more at envoy.com http://envoy.com   ABOUT THE ROLE 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. 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. You'll balance daily deal support with planned improvements, accounting for the impact on cross-functional teams and customers. This is an onsite position that requires at least 4 days a week (Monday - Thursday) in our San Francisco HQ. YOU WILL - 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, making sure pricing, products, and terms are accurate before they reach the customer. - Oversee the deal approval process: confirm discount and non-standard term requests are routed to the right approvers, track outstanding decisions, and escalate blockers before they delay customer commitments or booking deadlines. - Book closed-won orders and hand them off cleanly for provisioning and billing. As you cross-train, turn executed contracts into subscriptions in Chargebee 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 quickly and clearly. - Find gaps and friction in the quote-to-cash process, then propose, document, and implement improvements to systems, workflows, and controls. - Help 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 checking quote completeness, identifying contract discrepancies, and drafting process documentation. Use approved tools, protect customer and company data, and validate outputs before relying on them. YOU HAVE - 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. Salesforce CPQ experience is strongly preferred. - A solid understanding of SaaS deal structures, pricing models, and contract terms. - Strong critical thinking skills and sound judgment within your scope of authority. You know when to push back, when to escalate, and when to find a creative path to yes. - Strong attention to detail, plus an interest in how individual transactions connect to broader business outcomes. - Strong organizational and time-management skills, with the ability to manage daily deal requests alongside longer-term projects, plan around month- and quarter-end deadlines, and communicate tradeoffs when priorities compete. . - Proficiency in Excel or Google Sheets. - Demonstrated project management experience: you can turn an ambiguous problem into an actionable plan, coordinate stakeholders without direct authority, and deliver improvements with measurable results - Bonus: experience with Chargebee or another subscription billing platform. - Bonus: familiarity with Jira, Intercom, or similar tools. - Bachelor’s degree, or equivalent experience. YOU ARE - An exceptional writer and spoken communicator. - Highly organized & autonomous, a true self-starter. - Comfortable and energized operating in a fast moving, changing organization. - Confident in conducting your own product demos and being able to answer questions to help drive the client evaluation forward. - Passionate about our product and the workplace or commercial real estate industry and working hard to build strategic partnerships. - Excited about new logo prospecting and self-sourcing deals. - Capable of having conversations with potential buyers centered around business value and the value of solving their business challenges through technology . - Consultative, intellectually curious and ambitious. - Enthusiastic about learning and growing at Envoy. YOU'LL GET - 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.   By applying for this position, you acknowledge that you have fully read and understand the job requirements and received the Envoy Privacy Notice for applicants, which is linked here https://envoy.com/privacypolicy/. Completing this application requires you to provide personal data, such as your name and contact information, which is mandatory for Envoy to process your application. Envoy is an EEO Employer and does not discriminate on the basis of any characteristic protected by local, state or federal law.