Account Services Manager / Deal Desk Analyst, SmartSense (Lehi, UT - Hybrid)
$63,000–$99,000 year
HybridLehi, Utah, United States or Mishawaka, Indiana, United States
Job Summary
Manage and execute quoting workflows within Salesforce CPQ and NetSuite, ensuring accurate quote delivery on time. Own the end-to-end account transfer process, coordinating with customers and internal teams to reassign agreements. Process account consolidations and support cancellations, downgrades, and de-bookings across Sales and Billing teams. Handle billing exceptions by researching discrepancies and partnering with the Billing team for resolution. Triage unassigned sales emails and phone calls to direct them to the correct Account Executive, while managing voicemails on the sales generic line. Serve as a liaison between Sales, Billing, and Operations to facilitate complex transactions and communicate status updates to stakeholders. Identify process inefficiencies and escalate improvement suggestions to leadership. This role develops proficiency in Salesforce and CPQ while building the foundation for a career in sales at SmartSense by Digi and Jolt.
Required Qualifications
- 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
- Ability to manage multiple tasks and deadlines simultaneously
- Proficiency with standard business software (email, spreadsheet, CRM tools)
- Self-starter with a collaborative mindset
- Willingness to learn new systems quickly
- Valid work authorization in the United States at the time of application
Desired Qualifications
- Prior experience with Salesforce CRM, Hubspot, Totango and/or NetSuite (even in a personal, academic or internship context)
- Experience in customer-facing or administrative support role
- Familiarity with SaaS business models, subscription billing, or B2B sales processes
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