SaaS and EA Quoting Specialist

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🔥 3 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Presidio

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🤖 Artificial Intelligence

🔒 Cybersecurity

🏢 Enterprise

Artificial Intelligence • Cybersecurity • Enterprise

Presidio is a global IT solutions and services firm that designs, implements, and manages agile, secure digital platforms to help enterprise customers accelerate digital transformation. Its offerings include cloud migration and modern platforms, managed services, AI and data analytics (including agentic and private AI), cybersecurity, networking, collaboration, and lifecycle/finops and procurement/consumption financing. Presidio serves regulated and enterprise sectors such as healthcare, media & entertainment, finance, public sector and utilities.

📋 Description

• 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

🎯 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 • Experience working with SaaS, cloud, or subscription-based products is highly desirable • Strong grasp of the end-to-end sales process, particularly within the enterprise technology space • Exceptional attention to detail and organization 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 organization levels • Self-starter with high levels of ownership, initiative, adaptability, and problem-solving capabilities.

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Professional development opportunities