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KnowBe4

Quote Desk Representative (Hybrid)

🇺🇸 Hybrid - Clearwater, FL

🕑 Full-Time

💰 TBD

💻 Other

🗓️ September 10th, 2025

CRM PK Salesforce

Edtech.com's Summary

KnowBe4 is hiring a Quote Desk Representative (Hybrid) to manage incoming quote requests from sales and Channel Partners, ensuring accurate and timely quotes. The role involves collaborating with sales teams and partners to streamline the quoting process and support customer acquisition and expansion opportunities.

Highlights
  • Manage and provide accurate quotes for sales and Channel Partners.
  • Create and send quotes, update pricing, and maintain multi-currency guidelines.
  • Collaborate with sales and Deal Desk on discounts, payment terms, and alignment with partners.
  • Execute post-sale administration and order routing as needed.
  • Proficiency with Gmail, Google Docs, MS Office (Word, Excel), and web browsers.
  • Experience with Salesforce or other CRM platforms preferred.
  • Associate’s degree or equivalent experience preferred.
  • Strong verbal and written communication and customer service skills.
  • Ability to work with minimal supervision and effectively manage time and organization.
  • The role supports sales and Channel Partner departments focusing on customer acquisition and expansion.

Quote Desk Representative (Hybrid) Full Description

About KnowBe4
KnowBe4, the provider of the world's largest security awareness training and simulated phishing platform, is used by tens of thousands of organizations around the globe. KnowBe4 enables organizations to manage the ongoing problem of social engineering by helping them train employees to make smarter security decisions, every day.

Fortune has ranked us as a best place to work for women, for millennials, and in technology for four years in a row! We have been certified as a "Great Place To Work" in 8 countries, plus we've earned numerous other prestigious awards, including Glassdoor's Best Places To Work.

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 Quote Desk Representative will be responsible for providing accurate quotes for the correct products in a timely manner. Additionally, the ideal candidate will be responsible for liaising with sales and Channel Partners to ensure a smooth quoting process that results in increased closed won new business and expansion opportunities to increase customer acquisition and expand customer share of wallet.

Responsibilities:
  • Manage incoming requests for quotes from sales to provide accurate quotes to Channel Partners
  • Create and send appropriate quotes to Partners on each opportunity
  • Provide excellent customer service to sales and Partners
  • Partner with the Deal Desk to review discounts, free months, payment terms, etc. and ensure multi-currency guidelines are met
  • Update partner quotes at request of sales
  • Liaise with partners as needed to align sales with the partner
  • Update quotes with pricing updates or as needed
  • Log and monitor your Statistic on a daily basis
  • Execute post sale admin and order routing forms as needed

Qualifications:
  • Associate’s Degree or equivalent work experience and education preferred
  • Experience with Gmail and Google Docs
  • Experience with MS Office (Word and Excel)
  • Experience with web browsers (Chrome, Internet Explorer, etc.)
  • Experience with Salesforce or other CRM preferred
  • Understanding of working with Channel Partners a plus
  • Strong verbal and written communications
  • Excellent time management and organization skills
  • Superior customer service skills
  • Strong collaborative and team work skills
  • Ability to work with minimal supervision

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.