SaaS Specialist, EA Quoting

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

📋 Description

• Assist the sales process by efficiently and accurately generating customer-facing quotes for all SaaS, EA, and related product lines.

• Serve as the subject matter expert for quote generation, special pricing, internal and OEM approvals, as well as resolving quoting issues and sales escalations.

• Collaborate with sales team members to ensure that deliverables are tailored to meet specific customer needs.

• Develop expertise in pricing models and discount structures for SaaS and EA product offerings.

• Guarantee that quotes and proposals encompass all relevant terms, conditions, and agreements.

• Maintain full ownership of a quote throughout the entire sales lifecycle of the opportunity, including all revisions and updates.

• Adhere to internal quote process workflows to ensure quotes are reviewed and approved before being sent to customers.

• Suggest alternative procurement solutions for customer quotes, including financing and pre-paid options, while ensuring that approved pricing and payment methods are effectively utilized.

• Collaborate with sales and operations to ensure the correct selection of vendor and billing accounts for all transactions.

• Identify and relay opportunities to enhance quoting and related processes.

⛳️ Requirements

• Over 3 years of experience in quoting, sales operations, or a related domain.

• Associate's degree or equivalent experience, including military experience.

• Familiarity with revenue recognition principles and SaaS/subscription sales cycles.

• Proficient in Microsoft Office tools (particularly Excel and Word) and online quoting/sales platforms.

• Knowledge of IT infrastructure and enterprise solution providers.

• Experience with SaaS, cloud, or subscription-based products is highly preferred.

• Strong understanding of the end-to-end sales process, especially within the enterprise technology sector.

• Excellent attention to detail and organizational skills.

• Demonstrated ability to manage multiple projects and deadlines accurately and consistently.

• Strong customer service orientation and the ability to communicate clearly and effectively across different departments and organizational levels.

• Self-motivated with a high degree of ownership, initiative, adaptability, and problem-solving skills.

🏝️ Benefits

• We strive to attract and hire top talent from diverse backgrounds, including underrepresented and marginalized communities.

• We encourage women, people of color, individuals with disabilities, and veterans to apply for open positions at Presidio.

• A diversity of skills and ideas is a crucial factor in our business success.

• Presidio is dedicated to hiring the most qualified candidates to enhance our exceptional culture.