Qualifications
- 5–8 years of experience in sales operations, revenue operations, or business systems analysis.
- Strong understanding of end to end commercial processes, including quoting, pricing, approvals, contracting, ordering, billing handoff, and revenue recognition touchpoints.
- Proven experience designing and delivering AI enabled business solutions, including LLM powered workflows, intelligent and autonomous agents, and AI augmented decision support.
- Hands on experience with prompt engineering, including designing, refining, and governing prompts; building role based prompts for sales, finance, legal, and operations; supporting conversational and agent driven workflows.
- Experience translating business requirements into agentic solutions, including rules, policies, decision trees, and AI assisted reasoning flows.
- Strong proficiency in process mapping, journey mapping, data analysis, and functional documentation.
- Excellent communication, facilitation, and cross functional stakeholder management skills.
- Hands on experience with AI driven quoting, pricing, or order automation tools, including conversational or agent based interfaces (e.g., quote creation and validation, pricing and discount recommendations, guided selling and deal assistance).
- Familiarity with enterprise AI platforms, LLM orchestration, and governance models.
- Exposure to retrieval augmented generation (RAG), vector search, or structured knowledge grounding.
- Understanding of API driven architectures and system integrations across commercial platforms.
- Experience working in regulated or enterprise environments with AI governance and compliance requirements.
Education
- Candidate must have Bachelor’s or Master’s degree.
Responsibilities
- AI & Agentic Automation Leadership: Lead the strategy, analysis, and delivery of AI enabled and agentic solutions across the Quote to Order lifecycle; drive adoption of autonomous and semi autonomous agents to augment human decision making and execution; identify opportunities where agentic workflows can replace or accelerate manual steps.
- Quote to Order Process Optimization: Analyze current Quote to Order and Quote to Cash workflows to identify friction, inefficiencies, and scalability gaps; design future state processes leveraging intelligent agents, AI driven recommendations, and workflow orchestration and automation; partner with engineering and data teams to ensure solutions are scalable, secure, and measurable.
- AI Tool & Agent Development: Define functional requirements for AI powered capabilities (auto quoting and quote validation agents, pricing and discount recommendation agents, contract review and approval intelligence, sales and operations conversational assistants); support prototyping, testing, and iterative refinement of agent behavior and decision logic.
- Prompt Engineering & Governance: Build and maintain prompt frameworks used across commercial workflows; design prompts optimized for accuracy, consistency, compliance and role specific outcomes; continuously refine prompts based on usage data, feedback, and performance metrics.
- Intelligent Pricing & Revenue Optimization: Collaborate with Sales and Finance to enable AI assisted pricing strategies using historical deal data, segmentation, and win/loss insights; support recommendation logic for pricing, discounts, renewals, and upsell/cross-sell opportunities.
- Data & Model Enablement: Partner with data teams to ensure high quality inputs for AI and agentic solutions; support feature definition, data normalization, and structured datasets used by models and agents; ensure data models support evolving AI use cases across Quote to Order.
- Change Management & Adoption: Document AI enabled workflows and agent behaviors in clear, business friendly language; create training and enablement materials to drive adoption; lead demos, workshops, and walkthroughs showcasing AI and agentic capabilities.
- Performance Monitoring & Continuous Improvement: Define and track KPIs to measure efficiency gains, adoption, accuracy, and business value/ROI; continuously improve agents, prompts, and workflows based on outcomes and feedback.
- Innovation & Thought Leadership: Stay current on emerging trends in agentic AI, enterprise GenAI, and Quote to Cash automation; proactively recommend new capabilities, tools, and architectural enhancements; act as a trusted advisor on how AI can reshape commercial operations.
About The Team
Our Quote to Order / Quote to Cash team is focused on transforming commercial operations through AI, intelligent agents, and end to end automation. We design and deliver solutions that streamline quoting, pricing, contracting, and ordering by embedding GenAI and agentic workflows directly into core business processes. Join us to help shape the future of AI powered revenue operations, where intelligent agents work alongside people to drive speed, accuracy, and scale.