Sales Operations Manager - Deal Desk

Tekion•San Francisco, CA

About The Position

Tekion’s automotive retail platform, including payments and AI products, serves dealerships and dealer groups. The Sales Operations Manager is an individual-contributor role with no direct reports, serving as the control point between Sales, Finance, and Legal for live deals. The role applies and enforces product structure, pricing, and discount policies so deals are structured correctly, approved efficiently, and booked accurately. It is expected to move quickly on standard deals, find workable structures for complex transactions, and protect compliance. The role works across Sales, Finance, Development/Product, Implementation, Legal, and other cross-functional teams to review deals, coordinate quote-to-cash processes, improve workflows, and maintain accurate booking and renewal records. It also reports on deal operations, documents playbooks, and trains Sales.

Requirements

6–8 years of experience in sales operations, deal desk, revenue operations, or business operations, with direct exposure to deal review, quoting, or contracts.
Strong working knowledge of Salesforce, approval workflows, and configuration concepts.
Track record of improving deal quality through data, process, and clear communication.
Experience influencing stakeholders across Sales, Finance, Legal, and Product.
Strong analytical skills, including Excel or Sheets and BI reporting, with an understanding of accounting and sound commercial judgment.
Bachelor’s degree in Business, Operations, Finance, or a related field, or equivalent experience.

Nice To Haves

Experience with CPQ tools such as Salesforce CPQ or NUE CPQ.
SaaS or technology experience.
Knowledge of revenue-recognition basics and the order-to-cash process.
Familiarity with automotive retail or dealer software, or payments.
MBA or advanced degree.

Responsibilities

Collaborate with Sales, Finance, Development/Product, and Implementation to address deal-related questions and challenges, develop solutions, and align on deal structure.
Review quotes, order forms, and contracts for pricing, terms, SKU accuracy, and policy fit; coach Sales representatives on deal-structure requirements.
Prepare concise deal summaries covering economics, exceptions, risks, and recommendations for leadership review and approvals, with clear rationale and an audit trail.
Guide complex, nonstandard commercial and enterprise transactions, including multi-year commitments, phased deployments, ramp pricing, payment terms, product bundles, and negotiated commercial terms; route matters to Leadership, Finance, Legal, or Product as appropriate.
Coordinate quote-to-cash processes across quote types with cross-functional team members to ensure approved and signed terms translate accurately into bookings, billing, order fulfillment, and renewal records; report process concerns to leaders promptly.
Manage multiple deals while maintaining accuracy and meeting monthly and quarterly deadlines.
Verify bookings meet company policy and partner with Finance on revenue-recognition compliance.
Own handoffs to Finance, billing, and order management, and resolve discrepancies quickly.
Improve quote-to-cash workflows, quoting rules, and approval flows with Business Systems.
Report on cycle time, approval volume, and booking quality; document playbooks and train Sales.
Support related work as needed, including forecasting, cancellations, quota and compensation inputs, and ad hoc analysis.