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# Quoting Optimization Lead

- **Company:** Horizontal Talent
- **Location:** Palo Alto, CA, United States
- **Experience:** Expert
- **Salary:** $100,787.0 - $160,255.0
- **Contract:** Permanent contract
- **Skills:** Salesforce.Com, Software Requirements Analysis, Enterprise Software Applications
- **Published:** August 19, 2026
- **Apply:** https://www.jofdav.com/jobs/59306477-quoting-optimization-lead

## About the Role

* 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.

## 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.


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