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Sales Quoting Specialist

Posted 3 days 2 hours ago by Bitsight

Permanent
Not Specified
Other
Not Specified, Portugal
Job Description

Bitsight is seeking a Deal Desk/Sales Quoting Specialist to join our finance team. This role will act as a critical liaison between sales and finance, ensuring efficient deal structuring and execution within the quote-to-cash process.


Responsibilities:

  • Support quote creation, validation, and submission in Salesforce CPQ
  • Partner with sales to structure complex deals that align with pricing guidelines and business goals
  • Collaborate cross-functionally with Legal, Finance, RevOps, and Product for deal approval
  • Identify opportunities to streamline and scale the quoting and deal approval process
  • Maintain documentation for deal structures, approval workflows, and pricing exceptions
  • Provide guidance on contract terms, order forms, and amendments to ensure accuracy and consistency
  • Track deal desk metrics and help refine policies to improve deal velocity and close rates
  • Serve as a subject matter expert on pricing, discounting, and contract best practices

Requirements:

  • 1-2 years of relevant work experience in deal desk, sales operations, or a similar role.
  • Salesforce experience, particularly with CPQ quoting is preferred.
  • Strong Excel skills (intermediate or better) are required.
  • Experience in the high-tech industry with a SaaS or subscription revenue model is preferred.
  • Exceptional attention to detail, strong organizational skills, and the ability to multitask.
  • Adaptability to a fast-paced, changing environment and workload.
  • Ability to collaborate effectively with a demanding sales team.

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