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Quote Desk Specialist

2 hours, 51 minutes ago
Philippines
Junior
Sales Operations
Sales and Business Development
Salesforce SIEM
Apply Now
ConnectWise

ConnectWise

ConnectWise provides integrated software tools and services for technology companies, enabling efficient business management, service automation, and exceptional customer experiences worldwide.

Internet Software & Services
1K-5K
Founded 1982
View All Jobs 44

Description

  • Provide support to the Sales team with a high level of attention to detail.
  • Draft quotes for CMS and CW products, distributor partners, and one-time revenue overages.
  • Manage and dispatch Quote Desk, Downgrades and Cancellations, and Renewals boards as directed.
  • Process renewal quotes and related changes that fall outside the Renewal Manager’s scope.
  • Process downgrades, including CMS SIEM, midterm, and post-renewal downgrades with approval.
  • Create quotes for special projects such as SKU swaps, cleanups, contract alignment updates, and cancellations.
  • Support sales enablement by educating groups on quoting processes and sharing quoting insights.
  • Train other Sales team members on general quoting knowledge.
  • Provide weekly and/or monthly forecasts to various Sales groups.
  • Coordinate approvals from Senior Leadership and other executives as needed.

Requirements

  • 2+ years of experience in a relevant field.
  • Broad knowledge of job procedures and tools.
  • Excellent customer service skills.
  • Ability to work with limited supervision on routine situations and procedures.
  • Strong team player with the ability to build positive, collaborative relationships across the organization.
  • Ability to prioritize workload, meet strict deadlines, and handle multiple tasks with strong attention to detail.
  • Ability to communicate clearly with internal colleagues, including Senior Executives and Sales Leaders, in a professional manner.
  • Must be proactive, anticipate Sales team and SLT needs, and demonstrate a strong sense of urgency.
  • Quoting experience in the IT-related industry is preferred.
  • Experience in Managed Services, Outbound Business, Sales Development, or Account Management is preferred.
  • Experience with Salesforce is preferred.
  • Knowledge of Microsoft Suite, including Outlook, Excel, Teams, and PowerPoint, is preferred.
  • Experience with Outreach is preferred.

Interested in this position?

Apply directly on the company website

Apply Now

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