Scoping Specialist

TD SYNNEX

2 - 5 years

Bengaluru

Posted: 21/06/2025

Job Description

Job Purpose:

Scoping and Quoting Specialist - Services Our growing company is hiring a ‘Scoping and Quoting Specialist’ for its Services Business. If you are looking for an exciting place to work, do look at the Job specifications below.

This position will enable the individual to play a key role within the ‘Services BU’ working alongside with various functional teams. The incumbent will be the point-of-contact for ‘Scoping and Quoting of Professional Technical Services’.

Professional Technical Services include Installation Services, Implementation/Configuration Services, Migrations Services, Optimizations Services, Managed Services, Educational Services, Consultancy Services etc. for key set of products portfolio’s sold through Tech Data. Sales, Internal Sales, Finance, Compliance, Contracts and other cross-functional departments, and serve as an internal business partner to Sales. This position will cover primarily sales Success operations functions to support the regional business, including quotation and sales order processing for services.

Responsibilities: ·

  • Develop an in-depth knowledge of the Company's core business model and processes, acquire an understanding of Key IT products/solution attributes and customer requirements in order to successfully ‘scope and quote’ for technical requirements ·

  • Cultivate Relationships & Serve as an important business partner and point-of-contact for the Customers, partners and 3rd. party vendors/OEMs ·

  • Cultivate Relationships & Serve as an important business partner and point-of-contact to Internal teams - Direct Sales, Inside Sales, Pre-Sales, Operations, Finance, Compliance, Procurement, Project Management, Marketing etc. ·

  • Cultivate Relationships & Serve as an important business partner and point-of-contact to Internal Services Team members and 3rd. party Service Providers ·

  • Be knowledgeable on business initiatives, key processes and guidelines, internal resources and vendor requirements in order to assist Sales in accomplishing company goals.

  • Provide pro-active feedback to help achieve Business Goals ·

  • Embody a customer success mindset by communicating successfully with partners, suppliers, vendors, to drive customer satisfaction and positive outcomes for Services engagement ·

  • Follow guidelines to ensure that business is always conducted with utmost compliance and integrity and that behavior is aligned with the Company's values ·

  • Maintain integrity of information in the Company's systems including up to date and complete information in SAP (data management, etc.) and the Company's Sales Quotation tool and other job-related tools ·

  • End-to-end involvement in the opportunity from Scoping and Quoting perspective; Timely reporting, Review/Cadence as required from time-to-time ·

  • Negotiate with 3 rd party vendors as part of the scoping and quoting function to maximize revenues and margins ·

  • Work through Scope creeps as part of ongoing projects and define guidelines / documentation as deemed fit; and work on amendments as may be required. ·

  • Follow-up on Proposals/ Quotations/ Documentation, for logical closures · Keep tab on Services Funnel with accuracy and efficiency ·

  • Be the first level “gate keeper” to ensure the ‘scope and quote’ complies to/mutually agreed upon with customers business/technical requirements, timelines and any other agreed upon parameters ·

  • Be flexible and available to support business needs at various times ·

  • Overall, meet and exceed predefined service level agreements (SLA) and individual KPIs Knowledge

  • Scoping Prof. Services requirements - Data Gathering & Technical scoping (includes data gathering and being a point of contact, to help define scope - Project Wise, T&M wise etc.)

  • Quote Preparation of the Scope'd requirement -

  • Engage & Interact with Implementation Engineers - Internal and External; Engage & Interact with Management and key stake holders along with Cadence/Review calls

  • Engage & Interact with Services Project Managers, Operations and Sales Team members (Internal & partner Sales)

  • Engage with Partners/Customers to Track / follow-up on Quotations generated; get them to successful closures and report as per business requirements

  • Keep abreast of technology; to effectively engage

Skills and Experience:

Minimum 8+ years of relevant working experience, ideally in IT multinational environment ·

Strong Technical background – Cloud, Security and Infrastructure (Networking and Storage) ·

Basics is AI would be an added advantage · Business-focused with a sales-oriented and customer-success-driven mindset ·

Exposure to Scoping and Quotation ·

Exposure to working with Channel Eco-systems and Services/Implementation teams ·

Have good communication skills in English · Proven ability to work independently and effectively in an office-based environment · Ability to multitask, work under pressure to meet deadlines ·

Sensitive to business needs, at the same time ensuring high quality output and full compliance ·

Willingness to acquire new skills/ product knowledge · Team player with good interpersonal skills

Knowledge, Skills and Experience:

  • >5 to 8 Years of relevant work experience

  • Bachelor's Degree in B.E./B.Tech required

  • Technical in Cloud, Security and Infrastructure Technology Fundamentals preferred

  • Basic Technology Certifications preferred

  • Strong Communications Skills

  • Technical Domain knowledge - Cloud, Security & Networking

  • Proactive Engagements and achievement mindset

  • Self-driven, passionate and ability to Work Independently

Key Skills

What’s In It For You?

  • Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle.
  • Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more on-demand courses.
  • Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program.
  • Diversity, Equity & Inclusion: It’s not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities.
  • Make the Most of our Global Organization: Network with other new co-workers within your first 30 days through our onboarding program.
  • Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.

Don’t meet every single requirement? Apply anyway.

At Tech Data, a TD SYNNEX Company, we’re proud to be recognized as a great place to work and a leader in the promotion and practice of diversity, equity and inclusion. If you’re excited about working for our company and believe you’re a good fit for this role, we encourage you to apply. You may be exactly the person we’re looking for!

We are an equal opportunity employer and committed to building a diverse team that represents and empowers a variety of backgrounds, perspectives, and skills. All qualified applicants will receive consideration for employment based on merit, without regard to race, colour, religion, national origin, gender, gender identity or expression, sexual orientation, protected veteran status, disability, genetics, age, or any other characteristic protected by law. To support our diversity and inclusion efforts, we may ask for voluntary gender disclosure information. This data will be used solely to improve our hiring practices and ensure fair treatment for all candidates. 

About Company

TD SYNNEX is a leading global distributor and solutions aggregator for the IT industry. Formed through the merger of Tech Data and Synnex Corporation in 2021, the company is headquartered in Clearwater, Florida, and Fremont, California. TD SYNNEX provides a wide range of IT products, services, and solutions, including hardware, software, cloud services, and data center technologies. The company supports a broad network of vendors, resellers, and end-users by delivering expertise in areas like cybersecurity, analytics, IoT, and artificial intelligence. TD SYNNEX focuses on empowering businesses by helping them navigate and leverage the rapidly evolving technology landscape.

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