Quote Analyst jobs in United States
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Poppulo · 2 hours ago

Quote Analyst

Poppulo is a fast-growing global technology company specializing in communications and workplace technology. The Quote Analyst is responsible for managing the quoting process and ensuring accurate ordering documents for customers, while collaborating with various departments to support sales and renewals.

Digital SignageHuman ResourcesInformation TechnologySoftwareUnified Communications

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

Qualification

Salesforce.comCPQ platformsMicrosoft ExcelContract structureQuoting automation toolsTroubleshooting skillsCommunicationOrganizational skills

Required

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
2+ years' experience in relevant role
Bachelors' degree in related field or equivalent related experience

Benefits

Competitive salary
Company performance-related bonus
Medical insurance
Flexible working hours
Educational assistance
In-house soft skills training

Company

Poppulo is the leading communications and workplace experience software company.

Funding

Current Stage
Late Stage
Total Funding
$34.66M
Key Investors
Susquehanna Growth Equity
2019-01-09Private Equity· $34.66M

Leadership Team

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Ruth Fornell
Chief Executive Officer
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Company data provided by crunchbase