deal-operations-administrator

Original：🇺🇸 English

Translated

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).

2installs

Sourcedaemon-blockint-tech/agentic-enteprises-skill

Added on2026-05-20

NPX Install

npx skill4agent add daemon-blockint-tech/agentic-enteprises-skill deal-operations-administrator

SKILL.md Content

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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
```

Related skills

Need	Skill
Compute capex, cloud COGS, chargeback	`compute-accounting-manager`
Commercial term review	`commercial-counsel`
Corporate approvals for financing/M&A	`corporate-counsel`
Revenue accounting and ASC 606	`senior-revenue-accountant`
Post-sale customer success and billing disputes	`customer-ops-specialist`
Business case or requirements	`business-analyst` , `business-consultant`
Large cross-team launch coordination	`technical-program-manager`
Corporate M&A, closing matrix, funds flow	`transaction-manager`

Core Workflows

1. Deal desk intake

Required fields before processing:

Account, opportunity ID, owner, segment
Products/SKUs, quantity, term, start date
List price, discount %, net ACV/TCV
Billing frequency and payment terms
MSA status (signed / dates / link)
Special terms flag (custom SLA, security exhibit, professional services)

Reject incomplete packages back to sales with a single checklist email.

See
references/deal_desk_review.md
for validation rules.

2. Approvals

Route in parallel where possible:

Gate	Typical owner
Discount / non-standard pricing	Sales leadership
Payment terms	Finance
Legal paper	`commercial-counsel`
Security questionnaire	`information-security-engineer` or security queue
Professional services scope	Services lead

Document approval IDs and dates in CRM or deal folder.

See
references/approval_routing.md
.

3. Document assembly

Stack order:

MSA (existing or new)
Order form / subscription agreement
SOW (if services)
DPA (if personal data)
Exhibits (SLA, security)

Version control:

CustomerName_OrderForm_v3_2025-05-20

See
references/quote_to_order.md
for field mapping.

4. Signature and close

Confirm signatories per delegation of authority (
```
corporate-counsel
```
/ internal policy)
Send e-signature envelope; track status daily
On fully executed: store PDFs in deal folder; update CRM to closed-won booked
Notify: finance (billing), provisioning, CS onboarding

See
references/signature_closeout.md
.

5. Post-signature handoff

Handoff package to downstream teams:

Executed PDFs + redlines summary
SKU and term table
Billing contact and PO if any
Implementation dates and CS owner

See
references/handoff_revops.md
.

6. CRM hygiene

Weekly hygiene pass:

Stages match reality (no stuck “negotiation” after signature)
ACV/TCV matches signed order form
Primary quote attached; competitor and loss reason populated on lost deals

See
references/crm_hygiene.md
.

When to load references

Intake validation →
```
references/deal_desk_review.md
```
Approval matrix →
```
references/approval_routing.md
```
Quote → order form fields →
```
references/quote_to_order.md
```
E-sign and close →
```
references/signature_closeout.md
```
Finance / CS / provisioning →
```
references/handoff_revops.md
```
CRM cleanup →
```
references/crm_hygiene.md
```