Quoting Optimization Leader — CPQ & Policy

ALOIS Solutions; Palo Alto (CA); On-site; USD 140,000 - 210,000; Full time

Job summary

ALOIS Solutions is seeking a Quoting Optimization Lead to join an enterprise SaaS environment in Palo Alto, CA. You will drive improvements across quoting policies, pricing, discounting, approvals, packaging, deal structuring, and exception management.

This policy-first, optimization-focused role requires diagnosing friction, aligning stakeholders, and turning decisions into actionable system requirements for CPQ and quoting.

Qualifications

• Experience in Sales/Revenue Operations, Deal Desk, or Quote-to-Cash.
• Deep understanding of quoting, pricing, discounting, approvals, and deal structuring.
• Experience driving policy and process optimization.
• Working knowledge of CPQ platforms, Salesforce CPQ preferred.
• Excellent stakeholder management and cross-functional collaboration skills.
• Experience translating business requirements into system changes.
• Background in B2B SaaS or enterprise software is a plus.

Responsibilities

• Identify policy and rule-driven friction in the quoting process.
• Review discounting, approval thresholds, packaging, deal structuring, and exception rules.
• Partner with Sales, Finance, Deal Desk, Renewals & Product teams.
• Drive cross-functional discussions and align stakeholders on policy changes.
• Translate business decisions into clear requirements for CPQ/quoting system enhancements.

Skills

Sales/Revenue Operations

Deal Desk

Commercial Operations

Quote-to-Cash

CPQ platforms

Salesforce CPQ

Stakeholder management

Cross-functional collaboration

Policy and process optimization

B2B SaaS or enterprise software

Tools

Salesforce CPQ

Job description

ALOIS Solutions is seeking a Quoting Optimization Lead to join an enterprise SaaS environment in Palo Alto, CA. You will drive improvements across quoting policies, pricing, discounting, approvals, packaging, deal structuring, and exception management.

This policy-first, optimization-focused role requires diagnosing friction, aligning stakeholders, and turning decisions into actionable system requirements for CPQ and quoting.