Specialist, SaaS – EA Quoting

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

📋 Description

• Assist in the sales process by efficiently producing accurate customer-facing quotes for all SaaS and EA product lines as well as related offerings.

• Serve as the expert on quote generation, special pricing, internal and OEM approvals, and resolving quoting challenges and sales escalations.

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

• Develop a strong understanding of pricing models and discount structures associated with SaaS and EA product offerings.

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

• Take 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 guarantee that quotes are reviewed and approved before being sent to the customer.

• Suggest alternative procurement options for the customer quote, such as financing and pre-paid offerings, while ensuring that approved pricing and payment methods are utilized correctly.

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

• Identify and communicate opportunities for enhancing quoting and related processes.

⛳️ Requirements

• Minimum of 3 years' experience in quoting, sales operations, or a similar field.

• Associate's degree or equivalent experience and/or military service.

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

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

• Understanding of IT infrastructure and enterprise solution providers.

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

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

• Exceptional attention to detail and strong organizational skills.

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

• Strong customer service orientation with clear and effective communication skills across various departments and organizational levels.

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

🏝️ Benefits

• Presidio is dedicated to recruiting the most qualified candidates to enhance our outstanding culture.

• 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 perspectives is a crucial element of our business success.

• Presidio is strongly committed to the community we serve and to our employees.

• We provide reasonable accommodations to individuals with disabilities.