Quote Analyst I

FWI/Poppulo
Boston, MA Full Time
POSTED ON 4/28/2022 CLOSED ON 7/8/2022

What are the responsibilities and job description for the Quote Analyst I position at FWI/Poppulo?

Introduction 

Are you searching for an opportunity to play a key role in driving the dramatic growth of a highly successful software company? 

We at FWI and Poppulo have come together to create the market’s most comprehensive omnichannel employee communications platform with unmatched personalization, measurement capabilities, and class-leading space management solution. For the first time, organizations can instantly connect with every employee -- both disconnected and connected -- wherever they work, through a single omnichannel platform. 

The combined business currently serves 6,000 customers, connecting with and serving content to over 35 million employees in more than 80 countries. 

We know there’s no such thing as a “perfect" candidate - we’re all a work in progress and are growing new skills and capabilities all the time. We encourage you to apply for a position with FWI/Poppulo even if you don’t meet 100% of the requirements. We believe in fostering an environment where there is a diversity of perspectives, in hopes that we can all thrive. 

The Opportunity 

As our Quote Analyst this individual will be responsible for coordinating the process that will deliver a competitively priced quotes to prospective customers. The Quote Analyst will work directly with members of our Sales team to manage the contract process. Working cross functionally with Legal, Finance, Operations, Sales this role will be responsible for managing the execution of standard and non-standard quotes. The individual must be able to work under pressure and meet deadlines with exceptional organizational skills and a strong attention to detail. 

Key Responsibilities

  • Work closely with sales teams, gathering the pertinent data as it pertains to reviewing, creating and approving all quotes. 
  • Responsible for sending all approved quotes and Change Requests to customers for signature.
  • Educate sales team on how to best understand business rules around our Product.
  • Ensure continual improvement of the quoting process.
  • Obtain and review customer documentation for accuracy and completeness.
  • Provide historical analysis on existing customers’ purchases.
  • Interface with internal and external customers to effectively resolve documentation, quality and deliverable issues.
  • Generate complete quotes, including all cost components.
  • Ensure internal documentation and system procedures are timely and accurately completed.
  • Responds to internal turn around goals, customer expectations and customer feedback.
  • Establishes and implements policies, goals, objectives and procedures around the quoting process.
  • Research, and manage sales opportunities closure and bookings

Requirements for Success: 

  • Bachelors' degree in related field or equivalent related experience. 
  • 1 years' experience. 
  • Familiarity with Microsoft Office Suite including intermediate skill level in Excel. 
  • Familiarity with Adobe PDF editor and Adobe Sign. 
  • Good verbal, written, and interpersonal skills, interfaces well with multiple disciplines 
  • Self-starter, able to work independently to meet assigned objectives 

Helpful for Success: 

  • Prior experience with Salesforce. 
  • Demonstrable expertise in generating a professional quote on complex offerings. 

Salary Range: 45,000-53,000 with variable.

Why Us? 

  • A “Great Places to Work” listed company – so we really do value people 
  • Ability to meaningfully impact our business and play a key role in our success 
  • Flexible PTO and 10 days paid leave. 
  • Competitive compensation package 
  • Potential for career advancement in a fast paced growing organization
  • Competitive Medical, Dental, and Vision Benefits and Monthly contributions to your Health Savings Account 
  • 401k with Employer Match  
  • Fun, flexible working environment 
  • Maternity, Parental, Adoption and Bereavement Leave. Funding towards adoption costs.  
  • Life Insurance 

Who We Are 

We are a values-driven organization that encourages our employees to bring their authentic selves to work every day and empowers everyone to make a tangible impact on our products, clients and culture. We offer a dynamic environment with driven, fun and flexible individuals, who thrive on challenge and responsibility. This is an opportunity to contribute to our culture and join a company that’s on the move. 

Named a Great Place to Work in 2015, 2016, 2017, 2018, 2019, 2020 and 2021 , we are one of the fastest growing technology companies in Ireland, with additional offices in the US and UK.  

This is an opportunity to contribute to our culture and join a company that’s on the move. We live the FWI|Poppulo company values each day and they are key to everything we do. 

“Bring Your Best Self”, “See It”, “Own It”, “Solve It”, “Better Together”  

FWI|Poppulo is an equal opportunity employer. 

We disclose your personal information to our private equity sponsor, Vista Equity Partners, and its affiliates, including Vista Consulting Group (collectively, “Vista”), for administration, research, database development, workforce analytics and business operation purposes, in line with the terms of this Privacy Policy. Vista processes and shares your personal information with its affiliates, including other Vista portfolio companies, on the basis of its legitimate interests in managing, administering and improving its business and overseeing the recruitment process and, if applicable, your employment relationship with Four Winds Interactive LLC. If you have consented to us doing so, we also share your personal information with other Vista portfolio companies for the purpose of being considered for other job opportunities in the pooling system, both inside and outside the EEA. Please find a full list of all Vista portfolio companies at: https://www.vistaequitypartners.com/companies/ and Vista’s privacy policy at https://www.vistaequitypartners.com/privacy/. Where this requires us to transfer your personal information outside of the EEA, please refer to the FWI  Privacy Policy for further details on cross-border transfers. In connection with the recruitment process, your personal data may be transferred outside of the EEA to iCIMS and/or Greenhouse, Hirebridge, LLC and Criteria Corp., which provide applicant tracking and evaluation services. Hirebridge, LLC and Criteria Corp. have agreed to comply with the EU Standard Contractual Clauses to ensure that your personal information is adequately protected whilst outside of the EEA. 

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