Specialist, SaaS and EA Quoting

Presidio is seeking a SaaS and EA Quoting Specialist to join our team. 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.

About the role

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

• 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

Requirements

• 3+ years of experience in quoting, sales operations, or a related field
• Associates 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

Preferred Qualifications

• 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 organization 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 organization levels
• Self-starter with high levels of ownership, initiative, adaptability, and problem-solving capabilities

About Presidio

Presidio is at the forefront of a global technology revolution, transforming industries through cutting-edge digital solutions and next-generation AI. We empower businesses—and their internal customers—to achieve more through innovation, automation, and intelligent insights.

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. Our 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.