Quote Management Specialist - ConnectWise CPQ

SentinelKentwood, MI
$62,000 - $75,000Onsite

About The Position

Sentinel is seeking a Quote Management Specialist to support the creation, formatting, and administration of customer-facing quotes and proposals in ConnectWise CPQ. This role will work closely with Account Managers, Solution Architects, and sales support teams to convert sales direction, bills of materials, manufacturer/distributor quotes, and scope documents into accurate customer-ready proposals. This is an administrative quote development role, not a technical presales role. The ideal candidate has direct experience using ConnectWise CPQ, strong attention to detail, and familiarity with technology reseller, manufacturer, or distributor quote processes. Sentinel provides customers with a broad IT solutions portfolio across cloud, security, managed services, communications, applications, lifecycle services, consulting, support, and related technology offerings. Sentinel commonly works with manufacturers and platforms such as Cisco, Dell, Microsoft, NetApp, VMware, Splunk, Meraki, Pure Storage, and related partner ecosystems. This is a full-time opportunity reporting to our Grand Rapids, Michigan office.

Requirements

  • Strong attention to detail and accuracy.
  • Ability to follow structured sales, quoting, and approval processes.
  • Strong written communication and document formatting skills.
  • Comfortable managing multiple quote requests and changing priorities.
  • Proficiency with Microsoft Office tools, especially Excel, Word, and Outlook.
  • Detail-oriented, Process-driven, and Organized.
  • Able to work across sales, technical, and operations teams.
  • Able to ask clear follow-up questions when quote inputs are incomplete.
  • Able to maintain accuracy under deadline pressure.
  • Customer-service oriented.
  • The candidate must have a car, as this position requires travel between location and the transportation of equipment.
  • A valid driver’s license and proof of vehicle insurance will be required.
  • Legally authorized to work in the US without sponsorship.
  • Must demonstrate a “can-do” attitude.

Nice To Haves

  • Prior hands-on experience using ConnectWise CPQ.
  • Experience building, editing, and managing customer-facing quotes or proposals.
  • Experience with Oracle NetSuite.
  • Prior experience with VAR, MSP, systems integrator, technology reseller, distributor, or manufacturer.
  • Familiarity with technology manufacturers such as Cisco, Dell, Microsoft, NetApp, VMware, Splunk, Meraki, Pure Storage, or similar manufacturers.
  • Familiarity with manufacturer/distributor quote requests, registrations, renewals, SaaS quotes, hardware quotes, and services quotes.
  • Experience supporting technical sales or presales teams in a high-volume environment.

Responsibilities

  • Build and update customer quotes and proposals in ConnectWise CPQ.
  • Import bills of materials provided by Solution Architects, Account Managers, manufacturers, or distributors.
  • Import scope-of-work content provided by Solution Architects.
  • Format quote layouts based on sales direction and customer requirements.
  • Edit, update, and maintain quote content through the review cycle.
  • Sync completed ConnectWise CPQ quotes to NetSuite for review and downstream processing.
  • Support Account Managers and sales support teams with quote management tasks.
  • Request or coordinate manufacturer and distributor quote information as directed.
  • Maintain quote accuracy, version control, and process consistency.

Benefits

  • Medical
  • Dental
  • Vision
  • 401K
  • 529
  • Life Insurance
  • Income Protection Short and Long-Term Disability
  • Medical and Child/Elder Care
  • Flexible Spending Account Plans
  • Family Planning Benefits
  • Financial Education
  • Identity Theft Protection and Assistance
  • Legal Services
  • Employee Assistance Program
  • Two weeks’ vacation
  • additional paid time-off for Personal and Sick
  • certification and hands-on training
  • employee discount for product services and entertainment
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