Job Description
Quotation Specialist
The Quotation 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:
You 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
Ensure your client accounts allocated accurately in SFDC with accurate client details
Develop 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)
Prepare quotes to meet the DIA targets for renewals quotes
Work 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
Identify risk in client opportunities and any related contract agreements,



participating in Risk Reviews as needed.
Consistently demonstrates superior customer service by combining system knowledge, sales, product, and problem-solving skills to exceed sales expectations.
SGDC hygiene for all opportunities and stages
Review incoming sales bookings for completeness and accuracy prior to moving to OM
Support the processing of orders and provide acknowledgments to clients.
Review contract expiry, prepare contract profitability reports vs ARR / ATR quarterly
Maintain customer information, product records, and other areas of SFDC
Provide product knowledge assistance to AE’s / ACC as needed
Assist Rev Ops Manager with preparation of sales activity reporting through the weeks and Quarter

Qualifications:
Bachelor’s degree in business, related field, or skilled experience equivalent
1+ years relevant work experience in sales, quoting, and Q2O processes
SFDC skills, preferable is experience with CPQ price quoting tool
1 year of Software/SaaS industry experience preferred

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

📌 Quotation Specialist (St.Thomas Mount)
🏢 Alvaria CX
📍 St.Thomas Mount