Quoting Optimization Lead

Horizontal Talent
Palo Alto, CA, United States
18 days ago
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Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Experience level
Expert
Experience required
8 years minimum
Compensation
$100,787.0 - $160,255.0
Working hours
Regular working hours
Job source

Tech stack

Salesforce.Com Software Requirements Analysis Enterprise Software Applications

Job description

Join a fast-moving Product Operations team supporting the optimization of quoting processes for a leading enterprise software environment. This short-term contract role is ideal for an experienced operations professional who can assess quoting friction, align stakeholders on policy improvements, and translate decisions into clear system requirements. Responsibilities

  • Review current quoting policies, rules, and approval guardrails to identify where they slow deals down or create unnecessary workarounds.
  • Gather input from Sales, Deal Desk, Finance, Renewals, and Product to understand pain points across the quoting workflow.
  • Prioritize the most impactful policy and process changes based on business value and implementation effort.
  • Facilitate cross-functional discussions to align stakeholders on quoting policy updates and commercial trade-offs.
  • Help secure agreement from key owners so policy changes are clearly defined and sustainable.
  • Convert aligned decisions into practical requirements for CPQ and related system updates.
  • Partner with configuration and technical teams to scope, sequence, and hand off system changes.
  • Define success measures to evaluate the effect of changes on friction and cycle time.

Requirements

  • 8+ years of experience in sales operations, revenue operations, deal desk, quote-to-cash, or commercial operations.
  • Hands-on experience improving quoting policies and processes in a business environment.
  • Strong understanding of discounting, approvals, packaging, deal structuring, and exception handling.
  • Proven ability to lead alignment conversations with cross-functional stakeholders and influence without direct authority.
  • Working knowledge of CPQ, ideally Salesforce CPQ, with the ability to translate policy decisions into system requirements.
  • Ability to quickly bring structure to ambiguous work and deliver results within a short engagement.
  • Clear communication, strong facilitation skills, and sound business judgment.

Preferred Skills

  • Experience in a high-growth B2B SaaS or enterprise software organization.
  • Background in building or scaling a Deal Desk or quoting function.
  • Exposure to product launches and how new offerings are introduced into the quoting process.
  • Comfort working across sales, finance, product, and operational teams in a collaborative environment.

This opportunity is a great fit for someone who enjoys improving processes, removing friction, and helping teams work more effectively together. Horizontal is committed to fostering a workplace where diversity, equity, and inclusion are valued, and we welcome candidates who bring a variety of experiences, perspectives, and strengths.

Apply for this position

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Apply on www.jofdav.com
Prepare application

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