Candescent · 8 hours ago
Quote Operations Analyst
Atlanta, GA
Full-time
Hybrid
Entry, Mid LevelCandescent is the leading cloud-based digital banking solutions provider for financial institutions, transforming digital banking with intelligent solutions. The Quote Operations Analyst will ensure the accuracy and efficiency of sales processes by managing quotes, validating order details, and coordinating with cross-functional teams.
BankingFinancial ServicesSaaS
Responsibilities
Create and review sales quotes to ensure accuracy of pricing, SKUs, and discount structures
Validate that product configurations and services align with customer requirements and company standards
Monitor approvals and ensure timely processing of quotes
Confirm milestones and deliverables are accurately entered into Statements of Work
Collaborate with Legal to ensure contracts and SOW language adhere to company policies
Track contract status and coordinate revisions with internal stakeholders
Maintain adherence to company policies, approval matrices, and compliance guidelines
Partner with Finance and Legal teams to resolve discrepancies in quotes or contracts
Ensure all documentation is complete and properly stored in CRM and contract management systems
Serve as a point of contact for Sales regarding quoting and contract-related questions
Collaborate with Revenue Operations to streamline and improve quote-to-cash processes
Provide administrative support to Sales leadership as needed
Qualification
Required
Detail-oriented and proactive
Experience in quote and order management
Ability to validate order details and ensure accuracy
Experience in coordinating statements of work (SOWs)
Ability to collaborate with cross-functional teams including Legal, Sales, and Finance
Understanding of compliance guidelines and company policies
Experience in maintaining documentation in CRM and contract management systems
Strong communication skills to serve as a point of contact for Sales
Company
Candescent
Candescent is a digital banking platform that offers online banking, account openings, and digital transaction services.
Founded in 2024
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Donald Chesnut
Chief Design Officer
Gareth Gaston
Chief Product Officer
Recent News
Company data provided by crunchbase