Deal Operations Administrator

When to Use

• Intake a closed-won or late-stage opportunity for operational processing
• Validate quote, SKU, term, and discount against approval policy
• Assemble order form, SOW, and exhibit package for signature
• Route deal for legal, security, and finance review with complete metadata
• Track signature status and trigger provisioning or billing setup
• Audit CRM fields and fix broken quote-to-cash handoffs

When NOT to Use

• Legal negotiation of liability, indemnity, or DPA terms → commercial-counsel
• Board resolutions, entity, or cap table → corporate-counsel
• Revenue recognition, journal entries, or close → senior-revenue-accountant
• Customer support, dunning, or renewal CS playbooks → customer-ops-specialist
• Multi-quarter engineering program tracking → technical-program-manager