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Quoting Optimization Lead

Horizontal Talent

RemoteFull timeMid levelPosted today
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About the role

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.

Skills

  • 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.

By applying for this position, you acknowledge and agree that Horizontal Talent may contact you regarding your application using automated technology, including phone calls, SMS/text messages, or email, which may be delivered by our virtual AI recruiter, Alex.

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