Specialist, SaaS and EA Quoting

Presidio

About The Position

Presidio is seeking a Specialist to join our team! As we evolve our sourcing strategy and opportunities, we have identified the need for a SaaS and EA Quoting Specialist to be responsible for the generation of complex SaaS quote and pricing proposals for our customers. This role will add value to the sales teams by providing focused quoting expertise around specific product lines – allowing us to be more responsive and accurate as this area of the business grows. The ideal candidate will act as a key business partner to our SaaS and EA sales and operations organizations to help drive deal execution within one of the fastest growing segments of our business.

Requirements

3+ years of experience in quoting, sales operations, or a related field
Associates degree or equivalent experience and/or military experience
Working knowledge of revenue recognition principles and SaaS/subscription sales cycles
Proficiency with Microsoft Office tools (especially Excel and Word) and online quoting/sales platforms
Understanding of IT infrastructure and enterprise solution providers
Strong grasp of the end-to-end sales process, particularly within the enterprise technology space
Exceptional attention to detail and organizational skills
Proven ability to manage multiple projects and deadlines with accuracy and consistency
Strong customer service mindset and ability to communicate clearly and effectively across departments and organizational levels
Self-starter with high levels of ownership, initiative, adaptability, and problem-solving capabilities

Nice To Haves

Experience working with SaaS, cloud, or subscription-based products is highly desirable

Responsibilities

Support the sales process by accurately and efficiently producing customer-facing quotes for all SaaS and EA and related product lines
Act as the subject matter expert on quote creation, special pricing, internal and OEM approvals, and resolution of quoting issues and sales escalations
Engage with sales team members to ensure that deliverables are structured in alignment with specific customer requirements
Gain expertise in the area of pricing models and discount structures for SaaS and EA product offerings
Ensure that quotes and proposals include all related terms, conditions and agreements
Maintain complete ownership of a quote through the entire sales lifecycle of the opportunity including all revisions and updates
Comply with internal quote process workflows to ensure that quotes are reviewed and approved prior to delivery to customer
Recommend alternative procurement options for the customer quote including financing, pre-paid offerings, etc. and ensure that approved pricing and payment options are leveraged appropriately.
Work in conjunction with sales and operations to ensure proper selection of vendor and billing accounts for all transactions
Identify and communicate opportunities to improve quoting and related processes