Deal Desk Lead: Salesforce CPQ & Revenue Ops

Envoy; San Francisco (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

Envoy is seeking a Deal Desk Manager to partner with our Sales team on structuring, pricing, and processing deals. You will start in Salesforce and Salesforce CPQ, supporting quotes, approvals, and booking, then cross-train into provisioning and billing in Chargebee.

You’ll lead improvements across quote-to-cash with AI and automation. This onsite role requires at least 4 days a week in our San Francisco HQ, offering opportunities to optimize pricing and deal policy while collaborating with

Qualifications

• 3+ years in Deal Desk, Sales Ops, or a similar quote-to-cash role in a B2B SaaS company.
• Hands‑on experience with Salesforce CPQ is strongly preferred.
• Solid understanding of SaaS deal structures, pricing models, and contract terms.
• Strong critical thinking and sound judgment within your scope of authority.
• Attention to detail and how individual transactions connect to broader business outcomes.
• Able to manage daily deal requests alongside longer‑term projects and deadlines.

Responsibilities

• Structure deals with Account Executives, pricing, discounts, multi-year terms, and non-standard requests.
• Create, review, and validate quotes and order forms in Salesforce CPQ.
• Oversee the deal approval process and route to approvers, tracking decisions.
• Book closed-won orders and hand off to provisioning and billing; cross-train into subscriptions in Chargebee.
• Provide pricing/product policy guidance to Sales, Customer Success, and Finance.
• Identify gaps in the quote-to-cash process and implement improvements to systems and workflows.
• Maintain deal desk documentation and playbooks.
• Collaborate with SalesOps, Finance, Legal, and Customer Success on cross‑functional projects.
• Develop project plans with clear milestones and owners; manage risks.

Skills

Critical thinking

Attention to detail

Written communication

Organizational skills

Autonomy

Self-starter

Education

Bachelor’s degree or equivalent

Tools

Salesforce CPQ

Chargebee

Jira

Intercom

Excel / Google Sheets

Job description

Envoy is seeking a Deal Desk Manager to partner with our Sales team on structuring, pricing, and processing deals. You will start in Salesforce and Salesforce CPQ, supporting quotes, approvals, and booking, then cross-train into provisioning and billing in Chargebee.

You’ll lead improvements across quote-to-cash with AI and automation. This onsite role requires at least 4 days a week in our San Francisco HQ, offering opportunities to optimize pricing and deal policy while collaborating with