deal-operations-administrator

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🇺🇸

Original

English

🇨🇳

Translation

Chinese

Deal Operations Administrator

交易运营管理员

When to Use

适用场景

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

接收已赢单或后期商机进行运营处理
根据审批政策验证报价、SKU、条款和折扣
组装订单表格、SOW和附件包用于签名
将交易连同完整元数据提交给法务、安全和财务部门审核
跟踪签名状态并触发配置或账单设置
审核CRM字段并修复报价到回款流程中的交接问题

When NOT to Use

不适用场景

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
```

责任、赔偿或DPA条款的法律谈判 →
```
commercial-counsel
```
董事会决议、实体或股权结构表 →
```
corporate-counsel
```
收入确认、日记账分录或结账 →
```
senior-revenue-accountant
```
客户支持、催款或续约客户成功手册 →
```
customer-ops-specialist
```
跨季度大型工程项目跟踪 →
```
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`

需求	技能
计算资本支出、云COGS、费用分摊	`compute-accounting-manager`
商业条款审核	`commercial-counsel`
融资/并购的公司层面审批	`corporate-counsel`
收入核算与ASC 606准则	`senior-revenue-accountant`
售后客户成功与账单争议处理	`customer-ops-specialist`
业务案例或需求梳理	`business-analyst` , `business-consultant`
跨团队大型发布协调	`technical-program-manager`
公司并购、交割矩阵、资金流	`transaction-manager`

Core Workflows

核心工作流

1. Deal desk intake

1. 交易台接收

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.

处理前需要的必填字段：

客户账户、商机ID、负责人、客户细分
产品/SKU、数量、期限、开始日期
标价、折扣百分比、净ACV/TCV
账单频率和付款条款
MSA状态（已签署/日期/链接）
特殊条款标记（自定义SLA、安全附件、专业服务）

若资料不完整，通过一份检查清单邮件退回给销售团队。

验证规则请参考
references/deal_desk_review.md

2. Approvals

2. 审批流程

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
.

尽可能并行提交审批：

审批节点	典型负责人
折扣/非标准定价	销售管理层
付款条款	财务部门
法律文件	`commercial-counsel`
安全问卷	`information-security-engineer` 或安全队列
专业服务范围	服务负责人

在CRM或交易文件夹中记录审批ID和日期。

审批路由规则请参考
references/approval_routing.md

3. Document assembly

3. 文件组装

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.

堆叠顺序：

MSA（现有或新签署）
订单表格/订阅协议
SOW（如有服务内容）
DPA（如有个人数据）
附件（SLA、安全相关）

版本控制命名规则：

CustomerName_OrderForm_v3_2025-05-20

字段映射规则请参考
references/quote_to_order.md

4. Signature and close

4. 签名与结单

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
.

根据授权委托规则确认签署人（
```
corporate-counsel
```
/ 内部政策）
发送电子签名信封；每日跟踪状态
签署完成后：将PDF文件存储在交易文件夹中；更新CRM为已赢单并已入账
通知：财务（账单）、配置团队、客户成功入职团队

电子签名与结单流程请参考
references/signature_closeout.md

5. Post-signature handoff

5. 签署后交接

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
.

向下游团队移交以下资料包：

已签署PDF文件 + 修改痕迹汇总
SKU和期限表格
账单联系人及采购订单（如有）
实施日期和客户成功负责人

财务/客户成功/配置团队交接规则请参考
references/handoff_revops.md

6. CRM hygiene

6. CRM信息维护

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
.

每周进行一次信息维护：

阶段与实际情况匹配（签署后不应停留在“谈判”阶段）
ACV/TCV与已签署订单表格一致
附加主报价；已流失商机需填写竞争对手和流失原因

CRM信息维护规则请参考
references/crm_hygiene.md

When to load references

何时参考文档

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
```

接收验证 →
```
references/deal_desk_review.md
```
审批矩阵 →
```
references/approval_routing.md
```
报价→订单表格字段映射 →
```
references/quote_to_order.md
```
电子签名与结单 →
```
references/signature_closeout.md
```
财务/客户成功/配置团队交接 →
```
references/handoff_revops.md
```
CRM清理 →
```
references/crm_hygiene.md
```