Revenue Operations Specialist, Quoting

We are looking for a Revenue Operations Specialist, Quoting to drive the sales quote creation process, provide consultation to internal teams, develop sales quotes in Customer Relationship Management (CRM) tools, and ensure smooth and timely execution of the quoting process. This role will liaison with Jama Software’s Order Management (OM), Sales and Customer Success (CSM), and Go-To-Market (GTM) teams, aiding them in achieving financial targets, and playing a crucial role in their success. If you have an eye for operations and looking to join a dynamic team, apply today!

• Provide consultation on sales quoting process and considerations to internal teams, quotes, assist with processing renewals and acquiring/reviewing purchase orders, and ensure sales order readiness for processing.
• Coordinate with Sales and Customer Success personnel in accurate quote creation and order submission via direct and/or indirect channels.
• Complete quote creation process to allow GTM teams to focus on new business by capturing requirements from Sales and Customer Success Managers for renewal, expansion & upsell opportunities; calculating and validate challenging quoting scenarios including multidate co-terms, staggered deployments, module/feature upgrades with product dependencies; and securing vital internal approvals from cross-functional teams.
• Coordinate with Revenue Operations, Sales, and CSM teams to build more sophisticated quotes and/or work through one-off customer quoting challenges/requests while remaining in compliance with company booking/revenue policies.
• Research and analyze customer license purchase and renewal history and make recommendations based on prior activity.
• Understand customer contracts and agreements, as well as internal systems, to confirm quotes meet quoting requirements.
• Assist in audit/review of sales database information, identifying and eliminating duplicates, inaccurate information, and irrelevant contacts, ensuring system integrity.
• Partner with Revenue Ops and Order Admin to ensure that orders are booked correctly and in a timely fashion.
• Work extensively in sales software tools and develop extensive quoting expertise; ensure quotes are created in accordance with any contracts or legal agreements and company policies.
• Manage quote version control with high-quality accuracy.

• 2+ years of experience in quote development process/account quotes.
• Experience with Customer Relationship Management Software.
• Knowledge of the sales quote creation process and its nuances.
• Exceptional communication skills and ability to work with diverse roles across the company including Account Executives, Customer Success Managers, Finance, and Accounting.
• Excellent judgment and decision-making abilities.
• Ability to successfully balance a wide variety of daily tasks and adjust priorities on the fly.
• Utmost attention to detail and highly organized.
• Tech savvy, good at math, and solid understanding of Microsoft Office.
• Ability to work independently or in a team environment and enjoy a mix of both.

• Experience with Salesforce.com/CPQ.
• Experience in SaaS/Technology industry.
• Experience working with both direct end users and resellers.

• Virtual first and culturally diverse work environment spanning 8 countries. 
• Ambitious and fun work with a chance to define distinct, company-shaping tangible contributions. 
• Flexible time off and leave programs crafted to meet the needs for your rejuvenation and extra support to cope with life events with a quarterly $75 wellness reimbursement. 
• Comprehensive and affordable medical, dental and vision plans with pre-tax savings accounts and a generous 401(k) employer match.
• 12 weeks of paid parental leave to bond with your new family member.
• Emphasis on learning and development at all levels with a subscription to LinkedIn Learning. 

At Jama Software, we welcome passionate individuals who have the unrestricted right to work in the United States, including natural citizens and Green Card holders, and reside in eligible states to join our team.