Candescent is the leading cloud-based digital banking solutions provider for financial institutions. We are transforming digital banking with intelligent, cloud-powered solutions that connect account opening, digital banking, and branch experiences for financial institutions. Our advanced technology and developer tools enable seamless, differentiated customer journeys that elevate trust, service, and innovation. Success here requires flexibility in a fast-paced environment, a client-first mindset, and a commitment to delivering consistent, reliable results as part of a performance-driven, values-led team. With team members around the world, Candescent is an equal opportunity employer.
About the Role
We are seeking a detail-oriented and proactive Quote Operations Analyst to join our Revenue Operations team. This role plays a critical part in ensuring the accuracy and efficiency of our sales processes by managing quotes, validating order details, coordinating statements of work (SOWs), and partnering with cross-functional teams including Legal, Sales, and Finance. The Quote Operations Analyst will be instrumental in driving a seamless quote-to-cash process, supporting our sales organization in closing deals efficiently and accurately.
Key Responsibilities
- Quote & Order Management
- Create and review sales quotes to ensure accuracy of pricing, SKUs, and discount structures.
- Validate that product configurations and services align with customer requirements and company standards.
- Monitor approvals and ensure timely processing of quotes.
- SOW & Contract Coordination
- Confirm milestones and deliverables are accurately entered into Statements of Work.
- Collaborate with Legal to ensure contracts and SOW language adhere to company policies.
- Track contract status and coordinate revisions with internal stakeholders.
- Process & Compliance
- Maintain adherence to company policies, approval matrices, and compliance guidelines.
- Partner with Finance and Legal teams to resolve discrepancies in quotes or contracts.
- Ensure all documentation is complete and properly stored in CRM and contract management systems.
- Cross-Functional Support
- Serve as a point of contact for Sales regarding quoting and contract-related questions.
- Collaborate with Revenue Operations to streamline and improve quote-to-cash processes.
Provide administrative support to Sales leadership as needed
Statement to Third Party Agencies
To ALL recruitment agencies: Candescent only accepts resumes from agencies on the preferred supplier list. Please do not forward resumes to our applicant tracking system, Candescent employees, or any Candescent facility. Candescent is not responsible for any fees or charges associated with unsolicited resumes.
Top Skills
What We Do
Candescent brings together the transformative technologies that power and connect account opening, digital banking and branch solutions for banks and credit unions of all sizes. And we’re here to help you extend, differentiate and illuminate your digital-first banking experiences.
Our industry-leading products and services, cloud architecture and on-demand developer tools give you the power to differentiate and deliver seamless customer journeys.
