Your Role:

As a Lead Quote Support Specialist, you will lead a team across global time zones supporting day-to-day quoting processes. You will collaborate with Sales and other internal departments to coordinate on complex quotes and deals. You will work with cross functional teams identifying opportunities for improvements and coordinating fixes within the quoting ecosystem. You will be an integral part of the quote to revenue process - ensuring accuracy, efficiency, and timely delivery of approved quotes to our stakeholders. This position demands a unique blend of technical expertise, CRM knowledge, and understanding of internal Sales & Finance policies and procedures.

Your Impact:

• Quote Support:
  • Lead the global Quote Support team, providing guidance on basic quoting tasks and supporting global sales quoting initiatives.
  • Ensure that quoting processes align with internal legal and finance policies and procedures.
  • Collaborate with the sales team and other internal departments to gather relevant information and address complex quoting questions and challenges.
  • Become a subject matter expert on internal quoting systems, processes and tools.
• Process Improvement:
  • Identify opportunities to streamline and improve the quote preparation process, suggesting enhancements to tools, templates, and workflows.
  • Follow up with stakeholders to gather feedback, address concerns, and add efficiencies to future sales quote processes.
• System Fixes & Enhancement:
  • Collaborate with cross-functional teams to gather requirements for system enhancements, work with testing teams to develop and execute test plans.
  • Act as the central point of contact for identifying and addressing system issues impacting quote accuracy and efficiency. Keep stakeholders, including the sales team, informed of progress.
• Documentation and Training:
  • Create and maintain comprehensive documentation for system enhancements and fixes. Ensure that knowledge transfer occurs across teams for sustained system improvements.
  • Create and maintain knowledge base articles and self-serve documentation for quoting tools & processes and sales support.
  • Provide training and support to end-users, particularly the sales team, on new system functionalities and quoting best practices.

Your Experience:

• Bachelor's degree in business administration, computer science, information technology, or a related field preferred.
• Proven experience in a leadership role in IT sales support, customer service, order management, or a similar.
• Proficiency in using Salesforce CPQ, Netsuite or other CRM software.
• Excellent verbal and written communication skills, the ability to collaborate with cross-functional teams.
• Strong attention to detail, with the ability to review complex information and data accurately.
• Strong problem-solving skills and a proactive approach to resolving issues and improving processes in a fast paced environment.