Proposal & Quoting Team Lead

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop, implement, and maintain quoting processes, standards, guidelines, and procedures within the department, ensuring continual updates.

• Ensure that objectives are well-defined, progress is monitored, and results are regularly assessed.

• Manage the quoting queue and backlog to achieve or surpass SLOs.

• Oversee scheduling, time management, and utilization of team members, ensuring that every hour is profitable while adhering to workflows and procedures.

• Conduct proactive issue trending and data reporting to enhance key metrics.

• Carry out employee evaluations, manage headcount, oversee hiring, and handle overall HR responsibilities for your department, fostering a culture of continuous improvement through feedback, coaching, and employee growth.

• Communicate constructively with all stakeholders to ensure client expectations are met or exceeded.

• Review and manage the backlog of client quote requests to ensure appropriate scheduling and prioritization of services.

• Provide timely responses and guidance to client quote requests, either directly or through your team as necessary.

• Follow up with clients to confirm resolution and assess satisfaction levels.

• Act as a point of escalation for critical client issues, facilitating communication and collaboration across all departments.

• Support Strategic Advisors and Client Relationship Managers with unique or complex quoting requests.

• Monitor market trends continuously to identify standard models.

• Keep a close watch on margins to ensure targets are achieved.

• Oversee the company’s quoting and proposal templates.

• Collaborate with all departments to enhance overall client satisfaction.

• Maintain accurate and current documentation through change management processes.

• Ensure quality administrative outcomes from your team, such as real-time time entry, timely submission of timesheets and expenses, regular and appropriate client communications, and overall professionalism.

• Review, revise, submit, and annotate any invoicing related to your department.

• Lead within the company by participating in employee events, attending meetings, promoting positive morale, and holding all employees accountable, setting an exemplary standard for client service.

• Conduct one-on-one meetings with staff to ensure clarity of objectives, track progress, and review results, fostering a culture of high performance.

• Host morning huddles and weekly L10 meetings for your team.

• Attend training events and maintain necessary partner management certifications.

• Maintain an in-depth understanding of the products and services we provide.

• Perform additional duties as required.

⛳️ Requirements

• A minimum of 5 years of relevant technical experience is required.

• A minimum of 5 years of relevant management or leadership experience is required.

• Experience in IT hardware and software sales is necessary.

• Knowledge of domain and SSL management is required.

• Experience in IT service delivery and managing client expectations is essential.

• Familiarity with ITIL standards and experience managing MS licensing is important.

• Knowledge of ConnectWise Manage and ConnectWise Sell is preferred.

• Ability to present information to senior management clearly and concisely is required.

• Strong interpersonal and communication skills with the capability to build effective working relationships are essential.

• Experience in business analysis, profit/loss responsibility, and a solid understanding of financial concepts are necessary.

• Excellent client service skills, with the ability to build trust relationships with clients and coworkers while remaining calm in stressful situations, are required.

🏝️ Benefits

• Well-being & Support - Caring for our team goes beyond the workday. We offer a range of benefits to support your overall well-being, from mental health and leave support through our Employee and Family Assistance Program, to financial wellness through company-matched 401(k)/RRSP plans. Whether it’s today’s needs or tomorrow’s goals, we’ve got you covered.

• Grow with Us – Whether you’re just getting started or ready to take the next step, we are committed to investing in your growth. We offer structured development through our Leadership Academy, monthly learning sessions, mentorship programs, learning reimbursements, internal career fairs, job shadowing, and personalized career-pathing to support internal mobility.

• People-First Culture – We live our values, support each other, and create a space where everyone belongs. We have a common goal of doing work that matters, with autonomy, recognition, and a mission to serve those who serve.

• Transparent Leadership – From open communication to clear company goals, our leaders are involved, and our managers are here to support your growth every step of the way.