Deal Strategy & Operations Manager

Posted Yesterday
Be an Early Applicant
19 Locations
In-Office
115K-180K Annually
Mid level
Financial Services
The Role
Partner with Account Executives to structure, evaluate, and execute high-value deals. Lead approvals, advise on pricing and contracts, ensure revenue recognition compliance, configure deals in Salesforce, produce executive-ready materials, and drive cross-functional process improvements to accelerate sales velocity.
Summary Generated by Built In

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.  

The Deal Strategy & Operations Manager is a strategic partner to our Sales organization, supporting Account Executives throughout the full deal lifecycle. In this role, you will guide the creation, evaluation, and execution of deals to help win business in a competitive market—while ensuring pricing integrity, operational efficiency, and revenue quality.

You will lead the structuring of proposals and contracts, review and advise on pricing requests, and drive cross-functional alignment with Sales, Finance, Legal, Product, and Accounting. You’ll ensure all deals are accurately configured, comply with revenue recognition standards, and reflect company policies and strategic objectives.

This role is ideal for someone who enjoys solving complex business problems, crafting compelling strategic narratives, and influencing key revenue-driving decisions. You will gain exposure to the full revenue lifecycle and play a direct role in accelerating sales velocity and improving win rates.

Job Responsibilities 

  • Partner closely with Account Executives to develop strategic narratives, win plans, and deal positioning for high-value opportunities.

  • Own pre-call planning, stakeholder alignment, and end-to-end deal orchestration.

  • Lead internal approvals and quarterback non-standard deals through Legal, Finance, Product, and other teams.

  • Provide guidance on pricing strategy, discounting rationale, and proposal structuring.

  • Ensure deal compliance with policies, revenue recognition guidelines, and standard terms.

  • Create high-impact sales presentations, executive-ready materials, and professional-grade collateral.

  • Write compelling deal memos, RFP responses, competitive positioning documents, and strategic narratives.

  • Support AEs in crafting client-ready proposals that articulate value, differentiation, and commercial terms.

  • Ensure all deals are accurately modeled and configured in Salesforce.

  • Monitor deal financials, pricing proposals, and margin impact.

  • Track patterns in deal structure, pricing behavior, and customer requests to recommend improvements.

  • Drive process efficiency, reduce friction, and improve time-to-close through repeatable frameworks.

  • Coordinate with Finance, Legal, Product, and Leadership to enable timely approvals.

  • Influence GTM strategy with insights gathered from the field.

  • Provide structured feedback loops to Product and Pricing teams to shape roadmap and packaging decisions.

Requirements

  • Minimum of 3 years of experience in deal strategy, sales operations, revenue operations, management consulting, or a similar field.

  • Strong analytical and problem-solving skills; the ability to translate data into actionable insights.

  • Experience building executive-level presentations and sales collateral.

  • Exceptional written and verbal communication skills, including the ability to craft persuasive narratives.

  • High level of organization and the ability to manage multiple priorities in a fast-paced, deadline-driven environment.

  • Proficiency with Salesforce and familiarity with CPQ, pricing models, or revenue workflows.

  • Proven ability to lead cross-functional projects and influence without direct authority.

  • Interest in emerging product categories, monetization strategy, and GTM evolution.

"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.  

  

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.  

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract. 

  

Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $115,000 - $175,000. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $126,500 - $178,000. For Northern California residents, the compensation range for this position: $132,300 - $180,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

  

Armanino has a robust offering of benefits, including: 

  • Medical, dental, vision

  • Generous PTO plan and paid sick time

  • Flexible work arrangements

  • 401K with Profit Sharing

  • Wellness program

  • Generous parental leave

  • 11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.  

  

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance 

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ 

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Top Skills

Salesforce,Cpq
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The Company
HQ: San Ramon, CA
2,706 Employees
Year Founded: 1969

What We Do

Armanino LLP is a Top 20 CPA & Consulting firm in the nation, one of the "Best of the Best"​ accounting firms and a Best Places to Work, both nationally and regionally. We have a strong commitment to our communities and are a Green Certified business.

Armanino brings depth, expertise and value to its clients. We strive to be unique in the market by providing on-site partner involvement and deep industry expertise with a regional perspective for both private and public companies. We offer a high personal level of attention to our clients and strive to communicate on your business needs and provide proactive counsel throughout the year.

We are perfectly positioned to provide services to companies that are looking for an alternative to national or "Big Four"​ firms or outgrowing their local CPA. We have three departments consisting of Audit, Tax and Consulting that provide a complete array of traditional and non-traditional services.

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