Process Architect With Quote Amendment / Quote Management, Dallas

Process Architect– Quote Amendment / Quote Management

Rootshell Enterprise Technologies Inc. is a recognized provider of professional IT Consulting services in the US. We are actively seeking a Process Architect– Quote Amendment / Quote Management for one of our clients. Location: Dallas, TX OR Redwood City, CA - Hybrid We are looking for a Process Architect with strong expertise in Quote Management, Quote Amendments, Change Management, and Process Automation. The role focuses on identifying pain points in the quote lifecycle, driving process transformation, improving operational efficiency, and recommending best practices for scalable quote operations.The candidate should have experience in analyzing complex business processes, collaborating with cross-functional teams, and implementing automation and governance frameworks to improve quote accuracy, turnaround time, and customer experience. Key Responsibilities

Quote Management&Quote Amendment Analyze end-to-end Quote-to-Cash (Q2C) and Quote Amendment processes. Identify bottlenecks, inefficiencies, and compliance gaps in quote revisions and approvals. Design scalable quote amendment workflows for:

Pricing updates Product/service modifications Contract changes Renewals and extensions Discount approvals

Standardize quote governance and approval mechanisms. Improve quote accuracy, turnaround time, and SLA adherence. Process Architecture&Optimization Map current-state and future-state business processes. Conduct process assessments and root cause analysis. Develop optimized operating models for quote operations. Create process documentation, SOPs, workflows, and governance frameworks. Drive continuous improvement initiatives using Lean/Six Sigma methodologies.Pain Point Analysis&Solutioning Gather business pain points from stakeholders across Sales, Operations, Finance, and Delivery teams. Analyze recurring operational issues such as:

Manual quote handling Delayed approvals Pricing inconsistencies Rework and error leakage Lack of workflow visibility

Recommend strategic and technology-driven solutions. Change Management Lead process transformation and organizational change initiatives. Work with stakeholders to drive adoption of new workflows and automation tools. Create communication plans, training materials, and change readiness assessments.Ensure smooth transition during process redesign or tool implementation.