Quotation Specialist

1 month ago

Bengaluru, India Alvaria, Inc. Full time

Quotation Specialist


The Quoting Specialist will be part of the Revenue Operations team and will support the sales organization. The Quotation Specialists' primary responsibilities will be to prepare accurate quotes for pricing and will assist in managing those quotes through closure. Support activities will include creating quotes, maintaining end dates, start dates, and expiration dates, reviewing of opportunities for missing closure documentation, and working with Sales for opportunity completion. The role will assist as liaison with sales, legal, revenue, product management, and of cross-functional teams on deal structuring.

Responsibilities:

  • will be part of the team that is responsible for maintaining the CPQ function on the Salesforce platform supporting Sales, CRM’s, Deal Desk, Product & Pricing, Channel Operations, Renewals and overall Rev Ops business functions
  • your client accounts allocated accurately in SFDC with accurate client details
  • trusted relationships with AE’s ,CRM’s & Alvaria functional leaders to ensure ability to define and craft solution packages/quotes for client needs (i.e. SC, ACC, Product, Data quality, Finance)
  • quotes to meet the DIA targets for renewals quotes
  • with AE’s and deal desk to prepare quotes for add on/migration/etc quotes . Collect and collate all technical and cost estimates needed to prepare quotes & be prepared to present to deal desk for approval process
  • risk in client opportunities and any related contract agreements, participating in Risk Reviews as needed.
  • demonstrates superior customer service by combining system knowledge, sales, product, and problem-solving skills to exceed sales expectations.
  • hygiene for all opportunities and stages
  • incoming sales bookings for completeness and accuracy prior to moving to OM
  • the processing of orders and provide acknowledgments to clients.
  • contract expiry, prepare contract profitability reports vs ARR / ATR quarterly
  • customer information, product records, and other areas of SFDC
  • product knowledge assistance to AE’s / ACC as needed
  • Rev Ops Manager with preparation of sales activity reporting through the weeks and Quarter


Qualifications:

  • degree in business, related field, or professional experience equivalent
  • years relevant work experience in sales, quoting, and Q2O processes
  • skills, preferable is experience with CPQ price quoting tool
  • year of Software/SaaS industry experience preferred


Skills and Abilities:

  • in the use of MS Office applications, such as Outlook, Word, PowerPoint, and Excel
  • process oriented, organized, and able to balance deadlines and priorities
  • to adapt quickly to changing business and customer needs, maintaining a high degree of flexibility
  • to handle multiple projects and tasks simultaneously
  • verbal and written communication skills
  • to support allocated client account time zones

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