Deal Operations Manager

Job#: 3045995

Job Description:

Quote to Cash Specialist

Location: San Francisco, California (Onsite)

Role Overview

As a Transaction Coordinator, you will manage the quote-to-cash workflow for a high-velocity sales segment. You will be the single point of ownership for the operational layer of deals, including building quotes, managing order forms and termination agreements, handling trial provisioning, and resolving billing and contract questions. This role is essential for improving deal cycle times, reducing friction-related losses, and increasing selling time for the team.

Responsibilities

• Build and manage quotes in Salesforce CPQ for new business, renewals, and consumption migrations.
• Guide order forms, enterprise services agreements, termination agreements, and NDAs through contract management systems from launch to execution.
• Manage the e-signature queue, routing documents to the correct signatory, chasing pending signatures, and maintaining field accuracy.
• Own paired termination and new order form workflows for customers migrating between pricing models.
• Monitor internal communication channels for blocked workflows and proactively unblock them.
• Field and resolve customer questions on pricing, billing, contract terms, and renewal mechanics.
• Manage trial and provisioning operations, including extension requests and issue resolution.
• Triage and own billing escalations through to resolution in coordination with finance and accounting teams.
• Coordinate compliance workflows including security questionnaires and vendor onboarding forms.
• Maintain accurate opportunity data in Salesforce.
• Document process edge cases as they are encountered.
• Build and maintain runbooks for repeatable workflows.
• Identify patterns in process breakdowns and escalate systemic issues with data.
• Collaborate with cross-functional partners to improve service level agreements and handoffs.

Qualifications

• 3+ years of experience in sales operations, deal desk, order management, or sales support, preferably in SaaS or enterprise software.
• Hands-on experience with Salesforce CPQ (or similar quoting tools) and contract lifecycle management platforms.
• A track record of owning high-volume transactional workflows.
• The instinct to chase a pending approval before being asked.
• Comfort operating in environments where work arrives across many channels.
• Strong written communication, especially the ability to explain contract mechanics and pricing models.
• Commercial instinct to know when a question is transactional versus when it requires escalation to an Account Executive.
• Experience working with legal, finance, and revenue operations teams on contract and billing workflows.
• A process-builders mindset and the instinct to document recurring workarounds.
• Familiarity with enterprise sales cycles, net terms, MSAs, order forms, and the quote-to-cash motion.
• Adaptability in a fast-moving environment.
• Interest in AI and its operational implications.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

Employee Type:

Contract

Location:

San Francisco, CA, US

Job Type:

Date Posted:

August 11, 2026

Pay Range:

$140 - $140 per hour

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