Skip to main content

Quote Validation Analyst

Description

Quote Validation Analyst

As part of a high-performance, fast-moving, and collaborative GTM Operations team, your role as quote specialist will support key quote-to-order sales processes related to software, services and renewals sales. 

You’ll ensure our internal customers can transact quickly and efficiently by facilitating all front end booking policy & business rules validations.

Responsibilities

  • Serve as the point of contact and subject matter expert on quote to order process, documentation requirements and standard pricing questions.
  • Validate all aspects of agreement packages for accuracy and compliance with Appian’s business practices and Booking policy. Business practices include, but not limited to, SKU validation based on pre-existing customer agreements. Manual quoting not available in CPQ tool, among others.
  • Work closely with new production introduction to establish new or updated business rules for newly introduced products, services or offer constructs.
  • Support checks for completeness and accuracy before quote is uploaded by Fiance in our system of record. 
  • Facilitate alignment and communication between Appian’s Sales Teams, and internal stakeholders, including Finance, Legal, Engineering, and Product teams, and potentially external customers/partners to promptly resolve business/issues and foster productive interactions.
  • Manage volumes within expected business SLA requirements. 
  • Support in developing training materials, sales examples and engage in regular training sessions with Sales teams

Experience

  • 2-3 years of experience in related role (Order management, Pricing, Pre sales support, Sales operations, Finance)Degree education beneficial
  • Experience in enterprise XaaS Quote to Cash process, including both CRM and CPQ systems.
  • Ability to work on problems of diverse scope where analysis of data requires evaluation of identifiable factors. Demonstrates good judgment in selecting methods and techniques for obtaining solutions.
  • Self starter with the ability to work autonomously, achieving results that impact the organizations goals
  • Detail oriented. Must be organized and able to stay on top of fast-moving information and tasks.
  • Process focused by nature. You like order and having things documented for easy reference.