Quote Desk Specialist-8

1 week ago

Pasig PHL, Philippines ‎ConnectWise Full time ₱600,000 - ₱1,200,000 per year

General Summary:

The Quote Desk Specialist provides support for the Sales team. This role is responsible for drafting quotes on behalf of the Sales team. This role works in partnership with the pre-sales and post-sales teams to generate appropriate documentation.

Essential Duties and Responsibilities:

  • Provides support to the Sales team, with a high attention to detail
  • May assist in training and/or leading new team colleagues
  • Creates and drafts quotes for both CMS & CW products, some Distributor Partners & One-Time Revenue (Overages)
  • Manages and dispatches different boards which include the Quote Desk, Downgrades & Cancellation and Renewals Board as instructed by the VP of Renewals
  • Processes Renewal quotes (with changes) that fall outside of the Renewal Manager's scope including some distributor quotes
  • Processes downgrades which include CMS SIEM downgrades, some midterm downgrades and post- Renewal downgrades with approval from Partner Care
  • Creates and drafts quotes on special projects provided by other stakeholders which include but are not limited to SKU Swaps, Cleanups, Contract Alignment & Updates and Cancellations from Account Management, Finance, Business Operations etc.
  • Enables various groups within the Sales organization through processes education, providing & sharing quoting insights
  • Trains other members of the Sales Teams on the general knowledge of quoƟng
  • Provides monthly and/or weekly forecasts to various Sales groups as part of enablement

Knowledge, Skills, and/or Abilities Required:

  • Ability to perform routine situations and procedures with limited supervision
  • Excellent customer service skills
  • Strong team player with ability to build positive and collaborative relationships within the ConnectWise organization
  • Ability to prioritize workload, meet strict deadlines and perform multiple tasks with keen attention to details which are key to the job function
  • Ability to communicate clearly with internal colleagues including Senior Executives & Sales Leaders and exude a pleasant, polished and professional image
  • Must be proactive in anticipating the needs of the Sales Teams & SLT and must consistently demonstrate a strong sense of urgency
  • Quoting experience in IT-related industry preferred

Educational/Vocational/Previous Experience Recommendations:

  • Requires broad knowledge of job procedures and tools
  • 2+ years of experience in relevant field
  • Experience in Managed Services, Outbound Business, Sales Development, or Account Management preferred
  • Experience with Salesforce, Knowledge in MicrosoŌ Suite (Outlook, Excel, Teams and PowerPoint), Outreach preferred

Working Conditions:

  • Onsite/Hybrid/Remote depending on location
  • 0-10% travel may be required For more information, please go to The statements above are intended to describe the general nature and level of work being performed by people assigned to this job. Other duties may be assigned as needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ConnectWise is an Equal Opportunity Employer. This document does not create an employment contract, implied or otherwise, other than an at-will relationship. Colleague signature below constitutes the colleague's understanding of the requirements, essential functions, and duties of the position.

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