Connectwise25d ago

Quote Desk Specialist

Philippines·Pasigmid

OtherSpecialist

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Quick Summary

Overview

ConnectWise is an industry and Global leading software company with over 3,000 colleagues in North America, EMEA and APAC. As a community-driven software company dedicated to the success of technology solution providers, our suite helps over 45,000 of our partners manage their businesses…

Technical Tools

excelsalesforce

ConnectWise is an industry and Global leading software company with over 3,000 colleagues in North America, EMEA and APAC. As a community-driven software company dedicated to the success of technology solution providers, our suite helps over 45,000 of our partners manage their businesses better, sell more efficiently, automate service delivery, and remotely control technology so they can consistently deliver amazing customer experiences.

Our company is powered by our connections, our colleagues, and our community. And, we accept all kinds.

Game-changers, innovators, culture-lovers—and humankind.

We invite discovery and debate. We recognize key moments as milestones.

We see you and value you for your unique contributions. Our inclusive, positive culture lays the foundation to ensure every colleague is valued for their perspectives and skills, giving you the choice of how YOU make a difference.

The Quote Desk Specialist provides support for the Sales team. This role is responsible for drafting quotes on behalf of the Sales team. This role works in partnership with the pre-sales and post-sales teams to generate appropriate documentation.

Responsibilities

~1 min read

→Provides support to the Sales team, with a high attention to detail
→May assist in training and/or leading new team colleagues
→Creates and drafts quotes for both CMS & CW products, some Distributor Partners & One-Time Revenue (Overages)
→Manages and dispatches different boards which include the Quote Desk, Downgrades & Cancellation and Renewals Board as instructed by the VP of Renewals
→Processes Renewal quotes (with changes) that fall outside of the Renewal Manager’s scope including some distributor quotes
→Processes downgrades which include CMS SIEM downgrades, some midterm downgrades and post Renewal downgrades with approval from Partner Care
→Creates and drafts quotes on special projects provided by other stakeholders which include but are not limited to SKU Swaps, Cleanups, Contract Alignment & Updates and Cancellations from Account Management, Finance, Business Operations etc.
→Enables various groups within the Sales organization through processes education, providing & sharing quoting insights
→Trains other members of the Sales Teams on the general knowledge of quoting
→Provides monthly and/or weekly forecasts to various Sales groups as part of enablement
→Coordinates approvals from Senior Leadership and other Executives as needed

Ability to perform routine situations and procedures with limited supervision
Excellent customer service skills
Strong team player with ability to build positive and collaborative relationships within the ConnectWise organization
Ability to prioritize workload, meet strict deadlines and perform multiple tasks with keen attention to details which are key to the job function
Ability to communicate clearly with internal colleagues including Senior Executives & Sales Leaders and exude a pleasant, polished and professional image
Must be proactive in anticipating the needs of the Sales Teams & SLT and must consistently demonstrate a strong sense of urgency
Quoting experience in IT-related industry preferred

Requires broad knowledge of job procedures and tools
2+ years of experience in relevant field
Experience in Managed Services, Outbound Business, Sales Development, or Account Management preferred
Experience with Salesforce, Knowledge in Microsoft Suite (Outlook, Excel, Teams and PowerPoint), Outreach preferred