Sales Operations Specialist/Quoting

NetFusion Consulting Inc.; Pleasanton (CA); On-site; USD 62,000 - 82,000; Full time

Job summary

NetFusion Consulting Inc. seeks a Sales Operations Specialist in Pleasanton, CA, to enhance their growing sales team. This role focuses on streamlining quoting and pricing processes, ensuring competitive pricing for Managed IT Services. Candidates should have 1-3 years of relevant experience and a keen eye for detail.

Benefits

Competitive salary + performance incentives

Growth opportunities

Comprehensive benefits (health, dental, 401k, PTO)

Qualifications

• 1-3 years of experience in sales operations or procurement.
• Familiarity with quoting tools like ConnectWise or Quotewerks.
• Strong understanding of IT services, hardware, and software solutions.

Responsibilities

• Handle all incoming sales requests and RFQs.
• Create and manage quotes and proposals for IT services.
• Maintain accurate records in CRM and quoting tools.

Skills

Attention to detail

Communication

Teamwork

Tools

ConnectWise

Quotewerks

Job description

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Job Description

NetFusion Consulting, Inc. is a trusted Dental IT Services Provider, delivering IT support, cybersecurity, cloud solutions, and enterprise technology services to Dentists and Dental Specialists of all sizes. We are looking for a

Job Description

NetFusion Consulting, Inc. is a trusted Dental IT Services Provider, delivering IT support, cybersecurity, cloud solutions, and enterprise technology services to Dentists and Dental Specialists of all sizes. We are looking for a Sales Operations Specialist team member to support our growing sales team by streamlining the quoting, pricing, and proposal processes.

This role is critical in ensuring accurate, timely, and competitive pricing for our managed IT and security services. If you have a keen eye for detail, enjoy working with sales teams, and have experience with IT products and services, we’d love to hear from you!

Key Responsibilities

Quoting & Pricing Support

• Handle all incoming sales requests, RFQ (requests for quotes) from customers
• Present and sell company products and services to new and existing customers
• Create and manage quotes, proposals, and pricing estimates for IT services, hardware, software, and licensing.
• Work with vendors and internal teams to secure competitive pricing and ensure accuracy.
• Assist sales account executives in configuring and structuring deals to align with company goals.
  
  

Sales Operations & CRM Management

• Maintain accurate records in CRM and quoting tools (ConnectWise).
• Ensure quotes align with template designs, pricing models, and discount structures.
• Streamline and improve quoting processes for efficiency and accuracy.
  
  

Vendor & Partner Coordination

• Work with technology partners like Dell, Microsoft, SonicWall, Datto/Unitrends, SentinelOne, and others to obtain up-to-date pricing and promotions.
• Work with distributors to obtain special pricing requests
• Ensure compliance with vendor programs, reporting, and deal registration.
  
  

Collaboration & Process Improvement

• Support sales reps by answering pricing-related questions and assisting in proposal structuring.
• Collaborate with finance and procurement to ensure accurate order processing.
• Identify opportunities to improve workflow automation and sales efficiency.
  
  

Qualifications & Skills

• 1-3 years of experience in sales operations, quoting, or procurement (preferably in an IT, MSP, or technology environment).
• Familiarity with quoting tools (ConnectWise, Quotewerks, or similar).
• Strong understanding of IT services, hardware, and software solutions. Detail-oriented with excellent accuracy in pricing and documentation.
• Ability to work under tight deadlines and manage multiple tasks efficiently.
• Strong communication and teamwork skills.
• Knowledge of software licensing and service and support renewals
  
  

Why Join NetFusion Consulting, Inc.?

• Competitive salary + performance incentives
• Growth opportunities in a rapidly expanding Managed Service and Cyber Security Provider
• Work with cutting-edge IT solutions and top-tier vendors
• Collaborative and fun team culture
• Comprehensive benefits (health, dental, 401k, PTO)
  
  

Company Description

Founded in 2006, NetFusion Consulting Inc. began with a mission to help dental practices get a real return on their technology investments. Since then, we have remained dedicated to providing state-of-the-art IT support, and have shifted our specialization to the Dental Field. NetFusion Consulting Inc. has steadily grown to one of the largest Dental IT Companies in California. We specialize in full service support providing Consulting, Design, Integration, Implementation, Installation, Support and Maintenance of our clients. This approach gives our clients "one" firm to work with for all of their needs. Our specialties include Practice Management Systems, Digital Imaging/X-Ray Software/Hardware Installation & Integration.

Founded in 2006, NetFusion Consulting Inc. began with a mission to help dental practices get a real return on their technology investments. Since then, we have remained dedicated to providing state-of-the-art IT support, and have shifted our specialization to the Dental Field. NetFusion Consulting Inc. has steadily grown to one of the largest Dental IT Companies in California. We specialize in full service support providing Consulting, Design, Integration, Implementation, Installation, Support and Maintenance of our clients. This approach gives our clients "one" firm to work with for all of their needs. Our specialties include Practice Management Systems, Digital Imaging/X-Ray Software/Hardware Installation & Integration.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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