Quote Desk Specialist-8

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.

Curious? Read this opportunity to learn how YOU can make a difference at ConnectWise!

General Summary:

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.

Essential Duties & Responsibilities:

• 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

Knowledge, Skills, and/or Abilities Required:

• 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 functio

• 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

Educational/Vocational/Previous Experience Recommendations:

• 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

Working Conditions:

• Onsite/Hybrid/Remote depending on location

• 0-10% travel may be required

For more information, please go to www.connectwise.com/careers.

ConnectWise is an Equal Opportunity Employer, dedicated to building a diverse and inclusive workforce and providing a workplace free from discrimination and harassment. ConnectWise provides equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, religion, age, sex (including pregnancy), sexual orientation, gender, gender identity or expression, ancestry, national origin, citizenship status, physical or mental disability, genetic information, military/veteran status, marital status, familial or parental status, or any other characteristic or status protected by applicable federal, state and local laws.

The statements above are intended to describe the general nature and level of work being performed by individuals assigned to this job. Other duties may be assigned as needed. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the job and/or to receive other benefits and privileges of employment. If you need a reasonable accommodation for any part of the application and hiring process, please contact us at [email protected] or 1-800-671-6898.