Business Information Management Analyst II – Operations Resource Support
TD
Team Lead, Deal Operations – Global Quoting
KnowBe4
full-time
Posted on:
Location Type: Hybrid
Location: Clearwater • Florida • 🇺🇸 United States
Visit company websiteJob Level
Senior
Tech Stack
Cyber Security
About the role
- Guide and support the Global Quoting Team, helping to resolve issues and ensure high-quality output
- Help monitor and analyze team performance metrics, identifying areas for improvement
- Assist in ensuring team compliance with company policies
- Help cultivate a positive team culture promoting collaboration and customer-centricity
- Provide input on hiring, advancement, and team member development
- Generate accurate and competitive quotes
- Assist with SOWs for customization and managed services
- Identify potential add-on/upgrade opportunities and alert sellers accordingly
- Create prorated add-on, upgrade or cross-sale opportunities
- Update quotes when proration expires
- Execute post-sale admin and order routing forms
- Log and monitor stats on a daily/weekly basis
- Collaborate with Manager and Order Processing to develop process improvements
- Act as liaison between Global Quoting Team and other departments
- Contribute to optimization of quoting tools and systems
- Assist Manager in preparing regular reports on team performance and trends
- Authority to hire or fire subordinate employees, or the Team Lead Global Quoting Team (New Business) makes suggestions and recommendations as to the hiring, firing, advancement, promotion or any other change of status of subordinate employees that are given particular weight
Requirements
- Associate's Degree or equivalent work experience
- 2+ years of experience in order processing, quoting, or sales operations within technology/cybersecurity industry
- Experience with Google Sheets, Docs & Slides and Salesforce
- Proven track record in process improvements and achieving performance targets
- Exceptional attention to detail, organizational skills and time management skills
- Strong verbal and written communication skills
- Strong collaborative and team work abilities
- Excellent analytical and problem-solving skills
- Ability to work effectively in a fast-paced, high-pressure environment
- Ability to develop cross-functional relationships
- Handle stress with a positive, calm, and data-driven approach
- Operate with honesty, integrity, transparency, and respect for others
Benefits
- company-wide bonuses based on monthly sales targets
- employee referral bonuses
- adoption assistance
- tuition reimbursement
- certification reimbursement
- certification completion bonuses
- relaxed dress code
- modern, high-tech, and fun work environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
order processingquotingsales operationsprocess improvementsperformance metrics analysisSOWsdata-driven decision makingquote generationproration managementreport preparation
Soft skills
attention to detailorganizational skillstime managementverbal communicationwritten communicationcollaborationteamworkanalytical skillsproblem-solvingstress management
Certifications
Associate's Degree
