Specialist, SaaS and EA Quoting
Presidio · United States
- Hybrid
- Full-time
- $85,000 / year
- United States
Job highlights
- Generate complex SaaS and EA quotes for customers.
- Partner with sales and operations for deal execution.
- Become subject matter expert in quoting and pricing.
- Manage quotes through the entire sales lifecycle.
- Improve quoting processes and suggest alternatives.
About the role
Specialist, SaaS and EA Quoting
Presidio is seeking a Specialist to join our team! As we evolve our sourcing strategy and opportunities, we have identified the need for a SaaS and EA Quoting Specialist to be responsible for the generation of complex SaaS quote and pricing proposals for our customers. This role will add value to the sales teams by providing focused quoting expertise around specific product lines – allowing us to be more responsive and accurate as this area of the business grows. The ideal candidate will act as a key business partner to our SaaS and EA sales and operations organizations to help drive deal execution within one of the fastest growing segments of our business.
Responsibilities Include
- Support the sales process by accurately and efficiently producing customer-facing quotes for all SaaS and EA and related product lines.
- Act as the subject matter expert on quote creation, special pricing, internal and OEM approvals, and resolution of quoting issues and sales escalations.
- Engage with sales team members to ensure that deliverables are structured in alignment with specific customer requirements.
- Gain expertise in the area of pricing models and discount structures for SaaS and EA product offerings.
- Ensure that quotes and proposals include all related terms, conditions and agreements.
- Maintain complete ownership of a quote through the entire sales lifecycle of the opportunity including all revisions and updates.
- Comply with internal quote process workflows to ensure that quotes are reviewed and approved prior to delivery to customer.
- Recommend alternative procurement options for the customer quote including financing, pre-paid offerings, etc. and ensure that approved pricing and payment options are leveraged appropriately.
- Work in conjunction with sales and operations to ensure proper selection of vendor and billing accounts for all transactions.
- Identify and communicate opportunities to improve quoting and related processes.
Required Skills And Professional Experience
- 3+ years of experience in quoting, sales operations, or a related field.
- Associate degree or equivalent experience and/or military experience.
- Working knowledge of revenue recognition principles and SaaS/subscription sales cycles.
- Proficiency with Microsoft Office tools (especially Excel and Word) and online quoting/sales platforms.
- Understanding of IT infrastructure and enterprise solution providers.
- Experience working with SaaS, cloud, or subscription-based products is highly desirable.
- Strong grasp of the end-to-end sales process, particularly within the enterprise technology space.
- Exceptional attention to detail and organizational skills.
- Proven ability to manage multiple projects and deadlines with accuracy and consistency.
- Strong customer service mindset and ability to communicate clearly and effectively across departments and organizational levels.
- Self-starter with high levels of ownership, initiative, adaptability, and problem-solving capabilities.
Your Future at Presidio
Joining Presidio means stepping into a culture of trailblazers—thinkers, builders, and collaborators—who push the boundaries of what’s possible. With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world. Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you’ll be part of a team that is shaping the future. Ready to innovate? Let’s redefine what’s next—together.
About Presidio
At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio’s expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit www.presidio.com.
Key skills/competency
- SaaS Quoting
- EA Quoting
- Sales Operations
- Pricing Models
- Discount Structures
- Quote Creation
- Sales Process
- Customer Requirements
- Microsoft Excel
- Revenue Recognition
Skills & topics
- SaaS
- EA Quoting
- Specialist
- Sales Operations
- Quoting
- Pricing Proposals
- Enterprise Technology
- Subscription Sales
- Microsoft Excel
- Revenue Recognition
- Cloud Solutions
- Presidio
How to get hired
- Tailor your resume: Highlight 3+ years of quoting/sales operations experience, SaaS knowledge, and MS Office proficiency.
- Showcase attention to detail: Emphasize organizational skills and ability to manage deadlines accurately.
- Demonstrate problem-solving: Provide examples of initiative, adaptability, and effective communication.
- Understand the sales process: Articulate your grasp of enterprise technology sales cycles.
- Prepare for technical questions: Be ready to discuss revenue recognition and SaaS pricing models.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the primary focus of the Specialist, SaaS and EA Quoting role at Presidio?
- The Specialist, SaaS and EA Quoting at Presidio is primarily responsible for generating complex customer-facing quotes and pricing proposals for SaaS and Enterprise Agreement (EA) offerings. This role supports the sales team by providing specialized quoting expertise to drive deal execution in a fast-growing business segment.
- What experience is required for the SaaS and EA Quoting Specialist position at Presidio?
- Presidio requires at least 3 years of experience in quoting, sales operations, or a related field. An Associate's degree or equivalent experience is also necessary, along with a working knowledge of revenue recognition principles and SaaS/subscription sales cycles. Proficiency in Microsoft Office (Excel, Word) and an understanding of IT infrastructure are also key.
- How does Presidio support employee development in this role?
- Presidio fosters a culture of innovation and collaboration. As a Specialist, SaaS and EA Quoting, you'll gain expertise in pricing models and discount structures for SaaS and EA products. The role encourages developing strong business partnerships with sales and operations, allowing for growth within a rapidly expanding segment of the company.
- What are the key technical skills needed for the Specialist, SaaS and EA Quoting role?
- Key technical skills for this role include proficiency in Microsoft Office Suite, particularly Excel and Word. Experience with online quoting or sales platforms is also essential. A working knowledge of revenue recognition principles and SaaS/subscription sales cycles is required, along with an understanding of IT infrastructure and enterprise solutions.
- How does an applicant showcase their problem-solving abilities for the SaaS and EA Quoting Specialist job?
- To showcase problem-solving abilities for the SaaS and EA Quoting Specialist role, highlight instances where you resolved quoting issues or sales escalations. Mention your ability to recommend alternative procurement options and identify process improvements. Demonstrating initiative, ownership, and adaptability in previous roles will also be beneficial.
- What is Presidio's approach to remote work for the Specialist, SaaS and EA Quoting position?
- While the job description doesn't explicitly state the work arrangement, Presidio is a technology company with a global reach. Typically, roles like this may offer hybrid or remote options, but candidates should confirm this during the application or interview process. Their focus is on innovation and collaboration, which can often be achieved through various work models.