Quote Operations Associate

Posted 37 Minutes Ago
Easy Apply
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2 Locations
Remote or Hybrid
Mid level
Cloud • Information Technology • Security • Software • Cybersecurity
Secure, simplify, and transform your enterprise with zero trust.
The Role
Execute renewal quoting operations using Salesforce CPQ, including quote configuration, SKU migration, policy compliance, exception review, issue resolution, and contract or subscription data analysis. Partner cross-functionally to improve global quoting practices, support revenue compliance, and test new quote processes and system enhancements. The role requires strong analytical, organizational, and problem-solving skills, along with experience in sales operations, quote support, or order management.
Summary Generated by Built In

Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange™️ platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across 160+ public exchanges globally and thousands of private exchanges at the edge, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform.

We believe the future of work is Human + AI and are building an AI-native enterprise where human potential is amplified by machine intelligence to solve the world’s hardest security challenges. Driven by deep customer obsession, we are committed to the mission, outcome, and to each other. We bring these commitments to life through three core behaviors: ownership and collaboration, trust through outcomes and impact, and a challenge culture with ongoing feedback. Ready to make an impact at the company pioneering security transformation in the AI era? Join us at Zscaler.

Role

We are looking for a Quote Operations Associate to join our team. This is a hybrid India-based role, reporting to the Director, Global Deal Operations in the Deal Desk Operations department. You will play a critical role in the successful execution of renewal quotes while ensuring consistent adherence to strategic goals, commitments, and compliance with all corporate policies. As a value-add business partner, you will work collaboratively across operational teams to create preparatory draft renewal quotes, provide expert guidance, and maintain focus on financial and revenue compliance.

What you’ll do (Role Expectations)

  • Be a Salesforce CPQ SME, with strong understanding of SKU/quote configuration, SKU migration mapping, quote structuring, and relevant corporate/financial/sales policies
  • Build and maintain operational relationships across your coverage area; partner with leadership to drive global best practices across the team
  • Ensure policy-compliant quoting, including reviewing and granting SKU use-case exceptions only in line with business policy
  • Resolve quoting issues end-to-end: troubleshoot operational quoting problems, understand contract/subscription data impacts, and escalate for support when needed
  • UAT new quote processes/system enhancements

Who You Are (Success Profile)

  • You are a problem-solver. You seek out challenges because you are energized by finding solutions, knowing that solving the hard problems delivers the biggest impact.
  • You are a positive force. You approach hard problems with constructive energy and a 'can-do' spirit that is contagious, inspiring your team to stay focused on the solution.
  • You operate with urgency. You understand that in a high-growth environment, speed and quality are not mutually exclusive. You have a relentless focus on execution and a bias for action, delivering high-impact results quickly to win for the customer and the team.
  • You act like an owner. Your passion for the mission fuels your bias for action. You operate with integrity because you genuinely care about the outcome. You adapt to what’s needed, navigating seamlessly between high-level strategy and hands-on execution.
  • You thrive in ambiguity. You're comfortable building the path as you walk it. You thrive in a dynamic environment, seeing ambiguity not as a hindrance, but as the raw material to build something meaningful.

What We’re Looking for (Minimum Qualifications)

  • Foundational understanding of AI/ML technologies and experience leveraging, securing, or positioning AI-driven solutions to optimize outcomes within your functional domain
  • Renewal Quoting/Quoting experience
  • 3+ years in Sales Operations Support, Quote Support or Order Management
  • Working cross-functionally with operational teams in quote creation
  • Strong analytical and organizational skills; attention to detail, dependable with deadlines, multitask
  • Proficient with Salesforce.com, Quote applications (preferably CPQ), MS Office, G-suite, Tableau, and Salesforce Reporting

What Will Make You Stand Out (Preferred Qualifications)

  • Experience leveraging AI or automation tools to streamline quote-to-cash workflows, enhance quote accuracy, or optimize revenue operations
  • High-Tech/SaaS industry experience
  • Bachelor’s degree in a relevant field; MBA a plus

#LI-NL1 #LI-Hybrid

At Zscaler, we are committed to building a team that reflects the communities we serve and the customers we work with. We foster an inclusive environment that values all backgrounds and perspectives, emphasizing collaboration and belonging. Join us in our mission to make doing business seamless and secure.

Our Benefits program is one of the most important ways we support our employees. Zscaler proudly offers comprehensive and inclusive benefits to meet the diverse needs of our employees and their families throughout their life stages, including:

  • Various health plans
  • Time off plans for vacation and sick time
  • Parental leave options
  • Retirement options
  • Education reimbursement
  • In-office perks, and more!

Learn more about Zscaler's hybrid working model and benefits here.

By applying for this role, you adhere to applicable laws, regulations, and Zscaler policies, including those related to security and privacy standards and guidelines.

Zscaler is committed to providing equal employment opportunities to all individuals. We strive to create a workplace where employees are treated with respect and have the chance to succeed. All qualified applicants will be considered for employment without regard to race, color, religion, sex (including pregnancy or related medical conditions), age, national origin, sexual orientation, gender identity or expression, genetic information, disability status, protected veteran status, or any other characteristic protected by federal, state, or local laws. See more information by clicking on the Know Your Rights: Workplace Discrimination is Illegal link.

Pay Transparency

Zscaler complies with all applicable federal, state, and local pay transparency rules.

Zscaler is committed to providing reasonable support (called accommodations or adjustments) in our recruiting processes for candidates who are differently abled, have long term conditions, mental health conditions or sincerely held religious beliefs, or who are neurodivergent or require pregnancy-related support.

Skills Required

  • Foundational understanding of AI/ML technologies and experience leveraging, securing, or positioning AI-driven solutions within a functional domain
  • Renewal quoting or quoting experience
  • 3+ years of experience in sales operations support, quote support, or order management
  • Experience working cross-functionally with operational teams in quote creation
  • Strong analytical and organizational skills, attention to detail, dependable deadline management, and multitasking ability
  • Proficiency with Salesforce.com, quote applications preferably CPQ, Microsoft Office, Google Workspace, Tableau, and Salesforce Reporting
  • Experience leveraging AI or automation tools to streamline quote-to-cash workflows, improve quote accuracy, or optimize revenue operations
  • High-tech or SaaS industry experience
  • Bachelor’s degree in a relevant field; MBA is a plus

What the Team is Saying

Zscaler Compensation & Benefits Highlights

  • Healthcare Strength Coverage is described as comprehensive across medical, dental, and vision, with mental‑health access and targeted programs for complex and chronic needs. Inclusive options span fertility, gender‑affirming care, and specialized support such as menopause and cancer‑care navigation.
  • Parental & Family Support Paid parental leave is outlined for all parents, with additional disability time for birthing parents and a ramp‑back period at full pay. Family‑building benefits and adoption assistance are also highlighted.
  • Equity Value & Accessibility Equity grants (RSUs) and a discounted stock purchase plan are positioned as meaningful components of total rewards. Feedback suggests these programs enhance overall compensation, particularly in eligible roles.

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The Company
HQ: San Jose, CA
8,697 Employees
Year Founded: 2007

What We Do

Zscaler accelerates digital transformation so our customers can be more agile, efficient, resilient, and secure. Our cloud native Zero Trust Exchange platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location.

Why Work With Us

Our impact comes from how we work—every day, in every decision, as one team. Our values and leadership principles are more than words; they're our operating system. They fuel a culture of execution where trust, transparency, and accountability help us deliver meaningful results for our customers, colleagues, and our company. www.zscaler.com/culture

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Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
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