Quotation Specialist

Accountabilities

• • Manage quoting activities: Prepare accurate pricing and solution quotes, including renewal, add-on, migration, and other opportunity-related quotations, while meeting applicable turnaround targets.
  • Support CPQ and Salesforce operations: Contribute to the maintenance of the CPQ function within Salesforce and ensure opportunities, customer accounts, products, and related records are complete and accurate.
  • Coordinate with sales teams: Partner closely with Account Executives, Client Relationship Managers, and other sales stakeholders to understand client requirements and develop appropriate solution packages and quotes.
  • Facilitate deal structuring: Work with Deal Desk, Product, Pricing, Finance, Sales, Legal, and other functional teams to collect technical and commercial inputs and support deal approval processes.
  • Maintain opportunity quality: Review opportunities and sales bookings for completeness, accuracy, required documentation, and appropriate stage progression before they move forward.
  • Identify commercial risks: Review client opportunities and associated contractual considerations, flag potential risks, and participate in risk reviews when required.
  • Support order processing: Assist with order processing and provide timely acknowledgments to clients while ensuring documentation and system records remain accurate.
  • Maintain operational data: Keep customer information, product records, contract dates, opportunity stages, and other Salesforce data up to date and aligned with internal standards.
  • Monitor contracts and profitability: Review contract expiry information and support quarterly reporting on contract profitability against relevant ARR/ATR measures.
  • Provide reporting support: Assist Revenue Operations leadership with weekly and quarterly sales activity reporting and other operational analyses.
  • Provide product and process support: Use strong system, sales, product, and problem-solving knowledge to help sales stakeholders navigate quoting and commercial processes effectively.
  • Deliver customer-focused service: Maintain a high standard of responsiveness and accuracy while supporting multiple client accounts and their respective time zones.

  Requirements:

  • Education: Bachelor’s degree in Business or a related discipline, or equivalent professional experience.
  • Relevant experience: At least 1 year of experience in sales operations, quoting, quote-to-order (Q2O) processes, or a related commercial operations environment.
  • Salesforce expertise: Experience using Salesforce is required; familiarity with Salesforce CPQ or similar price-quoting tools is preferred.
  • Industry exposure: Previous experience in the software or SaaS industry is an advantage.
  • Technical proficiency: Comfortable using Microsoft Office applications, particularly Outlook, Word, PowerPoint, and Excel.
  • Process orientation: Highly organized and detail-oriented, with the ability to follow structured processes while maintaining accuracy under deadlines.
  • Prioritization: Able to manage multiple projects, quotes, opportunities, and competing priorities simultaneously.
  • Adaptability: Comfortable responding quickly to changing business requirements, customer needs, and sales priorities.
  • Communication: Strong written and verbal communication skills, with the ability to collaborate effectively across sales and cross-functional teams.
  • Relationship management: Able to build trusted working relationships with sales representatives, CRM teams, functional leaders, and operational stakeholders.
  • Problem-solving: Strong analytical and problem-solving abilities, with a proactive approach to identifying gaps, risks, and opportunities for improvement.
  • Flexibility: Willing and able to support allocated client accounts across different time zones when required.

  Benefits:

  • Fully remote position based in India.
  • Opportunity to work within a Revenue Operations and commercial support environment.
  • Exposure to Salesforce and CPQ processes and enterprise sales workflows.
  • Cross-functional collaboration with Sales, Deal Desk, Legal, Product, Pricing, Finance, Renewals, and Channel Operations teams.
  • Opportunity to develop expertise in SaaS sales operations, quoting, deal structuring, and quote-to-order processes.
  • Broad exposure to customer accounts, commercial operations, and revenue processes.
  • Opportunity to build skills in CRM data management, reporting, and operational process improvement.
  • Dynamic environment offering exposure to evolving business and customer requirements.