Quote Specialist
Core
Configure and structure quotes in Salesforce CPQ for ERP software solutions, translating sales requests into viable contract structures.
Role type
Quote Specialist (Sales Support)
Builds
ERP software solutions and contract structures
Domain
Enterprise Resource Planning (ERP) / Software
Deliverable
product features
Required skills
Salesforce CPQ configuration, quote structuring, discounting logic, contract terms understanding, data quality optimization, cross-functional collaboration, deadline management
Preferred skills
Industry-specific knowledge (manufacturing, IT services, construction), Microsoft Excel proficiency
Technologies
Salesforce CPQ, Microsoft Office Suite
Responsibilities
Configure specialized quote configurations (payment ramping, complex discounts, custom billing schedules), shepherd quotes through internal teams from request to order review, provide consultative guidance on CPQ capabilities, handle sales inquiries and quote adjustments, collaborate with data quality and IT teams to optimize contract structure
Seniority
Mid-level, hands-on IC