Salesforce CPQ Quoting Specialist & Process Analyst

Job Title: Salesforce CPQ Quoting Specialist & Process Analyst
Location: Ultralag, Heredia (Hybrid)
Experience: 5+ years (SFDC/CPQ focus)
Education: Bachelor’s degree preferred
No. of Openings: 4

Summary:

• The Salesforce CPQ Quoting Specialist & Process Analyst is responsible for building both complex, customized quotes and high-volume transactional quotes with a strong focus on accuracy, consistency, and speed.
• This role partners closely with the sales team to ensure quotes are properly structured, aligned with business rules, and delivered efficiently to support the sales cycle.
• Additionally, this role contributes to evaluating and improving the overall quoting process by analyzing workflows, identifying inefficiencies, and providing actionable recommendations to enhance scalability, streamline operations, and improve stakeholder experience.

Core Responsibilities:

• Configure and build complex quotes for custom solutions, ensuring all client needs and specifications are met
• Generate high-volume, straightforward quotes efficiently and accurately
• Ensure all quotes adhere to company policies and pricing strategies
• Coordinate end-to-end quote lifecycle, including handling non-standard requirements
• Develop expertise in proprietary tools to shape opportunities and translate them into Salesforce quotes
• Analyze current quoting processes to identify areas for improvement
• Collaborate with Sales Operations to understand challenges and streamline workflows
• Provide actionable feedback and recommendations to enhance efficiency and accuracy
• Ensure compliance with company policies
• Address and escalate issues related to quote generation
• Collaborate cross-functionally to resolve complex quoting challenges
• Partner with Global Evergreen Subscriptions Portfolio Sales team
• Act as a liaison between Sales Operations, Account Executives, Deals Desk, and management
• Participate in cross-functional meetings to align processes and strategies
• Track and report on quote outcomes, including win/loss insights and key metrics

Required Skills:

• Proven experience in a sales, quoting, or process improvement role
• Strong expertise in Salesforce (SFDC) – minimum 5 years required
• Experience with Salesforce CPQ and quote configuration
• Strong analytical skills with focus on process optimization, cost structures, and contract terms
• High attention to detail and strong numerical aptitude
• Excellent communication and interpersonal skills
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment

Desired Skills:

• Bachelor’s degree
• Experience working with Sales Operations, Deals Desk, and cross-functional teams
• Experience in high-volume quoting environments
• Familiarity with proprietary quoting or sales tools
• Experience analyzing workflows and driving process improvements