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.