About the Role
Job Summary
The Quote Analyst is responsible for managing and coordinating the end-to-end quoting and Opportunity closure process to ensure prospective and existing customers receive accurate Ordering Documents. This role partners closely with Sales, Renewals, Legal, Finance, and Sales Operations to support the creation, review, approval, and execution of both standard and non-standard Orders.
In addition to quote review, this individual plays a critical role in closing sales and renewal opportunities, ensuring quoting accuracy and contract integrity throughout the customer lifecycle. The Quote Analyst will also contribute to UAT efforts for system and process changes tied to quoting tools.
Key Responsibilities
Generate complete quotes that include all cost components, discounts, and commercial terms while adhering to established business rules.
Work closely with Sales to gather critical deal data, ensuring all information needed to review, and approve Orders is complete and accurate.
Responsible for sending all approved Orders and Change Requests to customers for signature.
Partner cross-functionally with Legal, Finance, Operations, and Sales to support both standard and non-standard contracting needs.
Obtain and review customer documentation for completeness and consistency with internal policies.
Support Sales and Renewals teams in closing new, expansion, and renewal opportunities by ensuring accurate quoting and contract materials.
Collaborate with the Renewals team to validate and confirm that the correct products, pricing, and terms are included in renewal quotes and customer Ordering Documents.
Collaborate with internal and external stakeholders to troubleshoot and resolve documentation, pricing, or deliverable issues.
Meet internal turnaround time goals and uphold high standards of responsiveness and service.
Provide historical analysis of customer purchases to support renewals, contract changes, and commercial decision-making.
Assist with User Acceptance Testing (UAT) for system enhancements or changes related to the quoting tool.
Identify process or system gaps and recommend improvements to enhance quoting accuracy and efficiency.
Operate in alignment with company values, demonstrating a commitment to cross-functional partnership, inclusion, and continuous improvement.
Technical Skills / Competencies
Proficiency with CRM systems, preferably Salesforce.com
Experience with Configure, Price, Quote (CPQ) platforms and quoting automation tools
Familiarity with contract structure, commercial terms, and order-to-cash workflows
Intermediate to advanced Microsoft Excel skills (VLOOKUP/XLOOKUP, pivot tables, data validation, formulas)
Strong verbal and written communication skills across Sales, Finance, Legal, and Operations teams
Skilled in troubleshooting system issues and identifying root causes within CPQ or CRM environments
Strong organizational skills with the ability to manage multiple requests and deadlines in a fast-paced environment
Education & Experience
2+ years’ experience in relevant role
Bachelors' degree in related field or equivalent related experience.
Tech Stack
SalesforceCPQCRMExcelVLOOKUPContract ManagementOrder-to-Cash