Account Services Manager ​/ Deal Desk Analyst

• Manage and execute quoting workflows within Salesforce CPQ & Net Suite
• Own the account transfer process end-to-end
• Process account consolidations
• Handle Billing exceptions, researching discrepancies and partnering with the Billing team
• Act as a point of coordination between Sales and Billing for any account changes
• Help in triaging unassigned sales focused emails and/or phone calls
• Manage and return voicemails left on the sales generic phone line
• Serve as a trusted connector between Sales, Billing and Operations
• Proactively communicate status updates to internal stakeholders and customers

• Excellent written and verbal communication skills
• Comfortable speaking with customers on the phone and video conference calls
• Strong organizational skills and high attention to detail
• Proficiency with standard business software (email, spreadsheet, CRM tools)
• Self-starter with a collaborative mindset and willingness to learn new systems quickly
• Prior experience with Salesforce CRM, Hubspot, Totango and/or Net Suite (even in a personal, academic or internship context) desired but not required
• Experience in customer-facing or administrative support role
• Familiarity with SaaS business models, subscription billing, or B2B sales processes

Demonstrates proficiency in managing quoting workflows within Salesforce CPQ and Net Suite, while effectively coordinating between Sales, Billing, and Operations. Strong communication and organizational skills are essential for handling customer interactions and ensuring accurate account management.

• Salesforce CPQ Management
• Net Suite Proficiency
• Customer Communication
• Organizational Skills
• SaaS Business Model Familiarity

• Salesforce CRM
• Net Suite
• Quoting Workflows
• Account Consolidation
• Billing Exception Handling
• Email Management
• Spreadsheet Proficiency
• CRM Tools Proficiency

• Excellent Written Communication
• Excellent Verbal Communication
• Strong Attention to Detail
• Collaborative Mindset
• Self-Starter

• SaaS Business Models
• Subscription Billing
• B2B Sales Processes
• Customer-Facing Role
• Administrative Support

• Hubspot
• Totango