Quoting Manager

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🕒 6 days ago

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UFS Tech

WebsiteLinkedInAll Job Openings

201 - 500 employees

🏦 Banking

💳 Fintech

🔒 Cybersecurity

💰 $19.9M Venture Round - UFS on 2019-05

Banking • Fintech • Cybersecurity

UFS Tech is a technology and services provider focused on empowering community banks. It delivers core banking and digital banking platforms, payments, cash management, and customer engagement tools alongside managed IT services (private cloud, hosted email, end-user support), cybersecurity offerings (virtual firewall management, vulnerability management, SureProtect/SureWatch), backup and disaster recovery, document imaging and delivery, and advisory services for IT, information security, and regulatory compliance. UFS positions itself as a partner to community banks, offering purpose-built, modular solutions and professional services to help banks operate securely, meet regulatory requirements, and grow customer relationships.

📋 Description

• Oversee the Quoting and Statement of Work (SOW) function within the Shared Services organization. • Manage the day-to-day CPQ process within Salesforce, including product configuration and pricing rule application. • Support quality and consistency of Statement of Work documents by applying established review and sign-off standards. • Serve as an escalation point for quoting questions, pricing exceptions, and SOW scope clarifications. • Partner with Managed Services delivery leads to ensure SOW scope accurately reflects resource models and SLAs. • Maintain and recommend improvements to quoting templates and process documentation. • Track and share operational metrics with leadership.

🎯 Requirements

• 4–6+ years in quoting, revenue operations, sales operations, or related business operations, with at least 1–2 years of team lead or people management experience. • Demonstrated experience with Salesforce CPQ or equivalent configure-price-quote platform. • Direct experience drafting or managing Statements of Work in a professional or managed services environment. • Strong cross-functional communication skills with the ability to partner effectively across Sales, Finance, Product, and Operations.

🏖️ Benefits

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions • Typical office environment • Up to 20% travel time may be required