Sales Operations Specialist/Quoting

NetFusion Consulting Inc.; Pleasanton (CA); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a detail-oriented Sales Operations Specialist to enhance their sales team's efficiency. This role is pivotal in managing quotes, pricing, and proposals for cutting-edge IT services in the dental sector. Ideal candidates will have experience in sales operations, a strong understanding of IT products, and the ability to work collaboratively with sales teams and vendors. Join a dynamic environment that values growth and offers competitive compensation, along with comprehensive benefits. If you thrive in a fast-paced setting and are passionate about technology, this opportunity is perfect for you.

Benefits

Competitive salary + performance incentives

Growth opportunities

Collaborative team culture

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

Qualifications

• 1-3 years in sales operations or quoting, preferably in IT.
• Familiarity with quoting tools and strong IT services knowledge.

Responsibilities

• Handle incoming sales requests and manage quotes and proposals.
• Maintain accurate records in CRM and streamline quoting processes.

Skills

Sales Operations

Quoting

IT Products Knowledge

Communication Skills

Detail-oriented

Teamwork

Education

Bachelor's Degree (preferred)

Tools

ConnectWise

Quotewerks

Job description

Join to apply for the Sales Operations Specialist/Quoting role at NetFusion Consulting Inc.

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.

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development