Team Lead Deal Operations & Global Quoting (Hybrid)

About Knowbe4

Join the cybersecurity company that puts security first; literally and without compromise. At KnowBe4, our AI-driven Human Risk Management platform empowers over 70,000 organizations worldwide to strengthen their security culture and transform their workforce from their biggest vulnerability into their strongest security asset. As the undisputed industry standard with unusually high customer retention rates and recognition as a Leader by G2 and TrustRadius, we're not just providing security awareness training - we're redefining what it means to be a trusted security partner in an increasingly complex threat landscape.

Our team values radical transparency, extreme ownership, and continuous professional development in a welcoming workplace that encourages all employees to be themselves. Whether working remotely or in-person, we strive to make every day fun and engaging; from team lunches to trivia competitions to local outings, there is always something exciting happening at KnowBe4.

Clearwater positions open to candidates located in greater Tampa Bay area. 

The Team Lead Deal Operations & Global Quoting will guide and support the Global Quoting Team while ensuring the efficient delivery of high-quality quotes for both direct and partner channels. Additionally, this role will help deal coordination to maximize revenue by identifying potential upsell, cross-sell and add-on opportunities. Will assist in administrative functions to ensure that opportunities are quoted and routed as quickly as possible. This role combines leadership responsibilities with hands-on quoting expertise in a fun and fast-paced environment, reporting to the Manager, Global Deal Optimization & Quoting.

Responsibilities:

• Essential Responsibilities Leadership & Team Management
• 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
• Operational Responsibilities
• 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
• Process Improvement & Collaboration
• 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 
• 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

Qualifications:

• 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

Our Fantastic Benefits

We offer company-wide bonuses based on monthly sales targets, employee referral bonuses, adoption assistance, tuition reimbursement, certification reimbursement, certification completion bonuses, and a relaxed dress code - all in a modern, high-tech, and fun work environment. For more details about our benefits in each office location, please visit www.knowbe4.com/careers/benefits.

Note: An applicant assessment and background check may be part of your hiring procedure.

Individuals seeking employment at KnowBe4 are considered without prejudice to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation or any other characteristic protected under applicable federal, state, or local law. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please visit www.knowbe4.com/careers/request-accommodation.

No recruitment agencies, please.