Presidio

Specialist, SaaS and EA Quoting

Presidio • $70K — $95K *
US-AnywhereRemote in United States
Enterprise Technology
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 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

Responsibilities

  • Support the sales process by producing accurate customer-facing quotes for SaaS and EA
  • Act as the subject matter expert on quote creation and resolution of quoting issues
  • Engage with sales team members to align deliverables with customer requirements
  • Gain expertise in pricing models and discount structures for SaaS and EA offerings
  • Ensure quotes include all related terms, conditions, and agreements
  • Maintain ownership of quotes through the entire sales lifecycle
  • Comply with internal quote process workflows and approvals
  • Recommend procurement options for customer quotes and ensure correct pricing leverage
  • Work with sales and operations for proper selection of vendor and billing accounts
  • Identify opportunities to improve quoting and related processes

Benefits

  • Opportunity to work in a fast-growing segment of the business
  • Act as a key business partner to sales and operations
  • Engagement with various departments in a collaborative environment
  • Professional development opportunities within the rapidly evolving SaaS and EA space
Full Job Description
The RolePresidio is seeking a Specialist to join our team! As we evolve our sourcing strategy and opportunities, we have identified the need for a SaaS and EA Quoting Specialist to be responsible for the generation of complex SaaS quote and pricing proposals for our customers. This role will add value to the sales teams by providing focused quoting expertise around specific product lines - allowing us to be more responsive and accurate as this area of the business grows. The ideal candidate will act as a key business partner to our SaaS and EA sales and operations organizations to help drive deal execution within one of the fastest growing segments of our business.

Responsibilities Include:

  • 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


Required Skills and Professional Experience:

  • 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


Preferred Skills and Professional Experience:

  • Understanding of IT infrastructure and enterprise solution providers
  • Experience working with SaaS, cloud, or subscriptiong-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

About Presidio

Presidio is a leading provider of information technology services and solutions for businesses of all sizes. The company offers a wide range of services, including cloud computing, cybersecurity, data center solutions, and more. Presidio was founded in 2003 and has since grown to become one of the largest IT services companies in the United States. The company has over 3,000 employees and serves clients in a variety of industries, including healthcare, finance, and government.
Learn more about Presidio
Size
2,900 employees
Industry
Information Technology
Founded
2003
NASDAQ
PSDO
* Ladders Estimates

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