Quoting Specialist
BeyondTrustBeyondTrust

Quoting Specialist

The Quoting Team plays a critical role in ensuring accurate pricing and smooth deal execution. As a Quoting Specialist, you will be responsible for preparing and managing quotes from creation to deal closure. You will collaborate with internal teams—including Legal, Sales Operations, Revenue, and Deals Desk—to facilitate the deal process and secure approvals for non-standard commercial terms.

What You’ll Do

  • Serve as a trusted partner to the sales team by creating precise quotes, assisting with product requirements, and establishing commercial terms for all transactions. 
  • Act as a liaison between cross-functional teams, such as Revenue, Sales Operations, Legal, and Pricing, to drive deal progress and obtain necessary approvals. 
  • Provide exceptional customer service by leveraging system expertise, product knowledge, and problem-solving skills to support sales efforts. 
  • Collaborate with multiple departments, including Sales, Product Management, and Solution Engineers, to ensure accurate quotes and lead times. 
  • Track and update quotations as needed, ensuring timely follow-ups and modifications to deal structures. 
  • Oversee the full deal lifecycle, from quote creation to final closure, ensuring all necessary approvals and documentation are in place. 
  • Apply strong numerical and analytical skills to assess pricing structures and support decision-making.

 

What You’ll Bring

  • A bachelor's degree in Business Administration, Finance, Accounting, or Economics is preferred 
  • Salesforce.com skills and experience preferred 
  • Experience with CPQ price quoting tool preferred 
  • Experience in sales operations, quoting, or a similar role is preferred. 
  • Proficient in the use of MS Office applications, such as Outlook, Word, PowerPoint, and Excel 
  • Strong attention to detail and accuracy in pricing and documentation. 
  • Excellent communication and collaboration skills to work effectively with cross-functional teams. 
  • Ability to manage multiple priorities in a fast-paced environment. 
  • Strong numerical aptitude and analytical mindset. 
  • Critical thinking skills to assess deal structures, identify potential risks, and propose solutions. 
  • Ability to self-manage; to prioritise tasks, meet deadlines, and work independently with minimal supervision. 
  • Support and adhere to Company’s Core Value

 

Better Together

Diversity. Inclusion. They’re more than just words for us. They are the guiding values of how we build our teams, cultivate leaders, and create a culture where people feel connected.

We take care of our employees so they can take care of our customers. Customers who come from all walks of life just like us. We hire incredible people from diverse backgrounds because when we are different together, we are stronger together.