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Found 4 Skills
Guides deal operations administration—quote-to-cash coordination, deal desk intake and routing, CRM opportunity hygiene, order form and SOW assembly, approval workflows, signature tracking, and handoffs to legal, finance, and provisioning after customer signature. Use when processing a sales deal, preparing order paperwork, running deal desk checklist, fixing CRM stage/fields, coordinating signatures, or closing the loop post-signature—not for contract legal redlines (commercial-counsel), board or equity approvals (corporate-counsel), ASC 606 accounting (senior-revenue-accountant), support tickets after go-live (customer-ops-specialist), or M&A/financing closing (transaction-manager).
Guides corporate transaction execution—M&A, divestitures, financings, and JVs: deal timeline, diligence workstreams, data room and Q&A, conditions precedent, closing matrix, signing logistics, funds flow, and post-close handoff to integration. Use when running a live deal, maintaining a closing checklist, coordinating legal/tax/HR/IT workstreams, tracking CPs and signatures, or preparing signing/closing binders—not for sales quote-to-cash (deal-operations-administrator), drafting board resolutions (corporate-counsel), commercial contract redlines (commercial-counsel), deal thesis or IC strategy (transaction-principal), general consulting (business-consultant), or generic software programs (technical-program-manager). Output coordinates process; human counsel and executives approve binding steps.
Guides senior corporate transaction leadership—deal thesis, valuation and offer strategy, negotiation priorities, structure (cash/stock/earnout/RWI/locked box), IC and board recommendations, adviser and banker management, go/no-go and walk-away, and oversight of execution through close. Use when leading an M&A, divestiture, financing, or JV as deal principal, preparing investment committee or board materials, setting negotiation mandates, or adjudicating price/structure—not for closing matrices and diligence logistics (transaction-manager), contract drafting (corporate-counsel, commercial-counsel), general strategy consulting (business-consultant), or sales quote-to-cash (deal-operations-administrator). Human executives and counsel approve binding terms.
Guides supply chain management—sourcing and supplier qualification, procurement and PO governance, demand forecasting and inventory policy, logistics and fulfillment (3PL, Incoterms, lead times), supplier scorecards, cost and TCO analysis, supply risk and continuity, and SCM KPI dashboards. Use when designing supply strategy, running RFQs, setting safety stock, resolving stockouts or excess inventory, improving OTIF, dual-sourcing critical parts, or building supplier business reviews—not for contract legal redlines (commercial-counsel), vendor security assessments (information-security-engineer), DC construction delivery programs (senior-data-center-capacity-delivery-manager), compute GL and invoice reconciliation (compute-accounting-manager), SaaS quote-to-order (deal-operations-administrator), or enterprise strategy cases (business-consultant).