TRG Research and Development

Sales Operations Manager

• Build fast, repeatable quotes and proposals using calculators and templates for silo swap-outs, multi-silo consolidation cases and multi-year structures
• Prepare consolidation cases comparing customers’ existing contracts with a single TRG platform
• Handle multi-currency pricing, payment terms, licensing, support and deployment structures, and model partner and integrator margins
• Build proposal templates for different regional use cases
• Give first approval on every proposal, checking products, scope, price, payment terms and terms and conditions against the price list, calculator and company policy
• Flag discounts and non-standard terms for approval under the approval matrix
• Maintain the approval matrix and library of standard terms and approved fallback positions
• Review contracts, purchase commitments, partner and exclusivity terms with Legal and flag non-standard items
• Run end-user, channel, KYC, sanctions and export-control checks with Legal
• Prepare commercial and pricing inputs for tenders with the sales manager
• Respond to quote and approval requests within two working hours or within two hours of the next business day
• Own the deal process from first request to signed deal
• Track unanswered proposals, prompt sales managers, and escalate stuck deals
• Check CRM deal records for complete stages, values, close dates and documents
• Respond to website requests and route them to the appropriate sales manager
• Verify signed-deal documentation for Finance and Delivery
• Build weekly pipeline and forecast reports, including the investor pipeline report
• Check figures and submit reports for head-of-department review and sign-off
• Run daily sales reporting and send daily summaries to leadership
• Audit pipeline data against rules and follow up on gaps and stale deals
• Report monthly on win rates, discount levels, deal cycle times and regional margin
• Support revenue forecasting with Finance and reconcile renewals with the ARR file
• Maintain the price list and proposal calculator with Product and Finance
• Administer Asana as the sales tool and help implement the new CRM in 2027

Explore Deal Desk, Sales Operations Specialist at TRG Research and Development. Review requirements and application details.

Deal Desk, Sales Operations Specialist

• Build fast, repeatable quotes and proposals for silo swap-outs, multi-silo consolidation cases and multi-year structures
• Prepare consolidation cases comparing existing customer contracts with a single TRG platform
• Handle multi-currency pricing, payment terms, licensing, support and deployment structures; model partner and integrator margins
• Build proposal templates for different regional use cases
• Give first approval on every proposal, checking products, scope, price, payment terms and terms and conditions against the price list, calculator and company policy
• Flag discounts and non-standard terms for approval under the approval matrix
• Maintain the approval matrix and library of standard terms and approved fallback positions
• Review contracts, purchase commitments, partner and exclusivity terms with Legal
• Run end-user, channel, KYC, sanctions and export-control checks with Legal
• Prepare commercial and pricing inputs for tenders
• Own the deal process from first request to signed deal
• Track unanswered proposals, remind sales managers to follow up and flag stuck deals
• Check completeness of CRM deal records in Asana and return gaps to sales managers
• Respond to website requests and route them to the appropriate sales manager
• Check the complete document set after signing for Finance and Delivery
• Build weekly pipeline and forecast reports, including the investor pipeline report
• Run daily sales reporting and send daily summaries to leadership
• Check pipeline data against rules and follow up on gaps and stale deals
• Report monthly on win rates, discount levels, deal cycle times and margin by region
• Support revenue forecasting with Finance and reconcile renewals with Finance's ARR file
• Maintain the price list and proposal calculator with Product and Finance
• Administer Asana as the sales tool
• Help bring in the new CRM in 2027

Open roles

Deal Desk, Sales Operations Specialist

Deal Desk, Sales Operations Specialist