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The Sales Opportunity Specialist at Adaptavist partners with Account Executives, Account Managers, and customers to drive revenue by managing end-to-end licensing opportunities, handling 20–30 concurrent deals across renewals, migrations (including Data Center-to-Cloud), upgrades, and new business. They navigate multiple platforms (HubSpot, Atlassian PPC, Xero, Partner Portal) to generate accurate quotes and ensure compliance before submission to Finance and Legal. They provide pricing support and deal structuring, collaborate with sales to create competitive pricing within approved margins, manage discount-approval workflows for opportunities over $25K, and conduct comparative analyses to recommend optimal licensing configurations including multi-product bundling. They serve as the primary licensing contact for internal and external stakeholders, manage communications throughout the quote-to-close lifecycle, oversee renewals starting 90 days out, and build trusted-advisor relationships. They work cross-functionally with Finance, Legal, Operations, and Sales Leadership to resolve blockers, identify process inefficiencies, and contribute to continuous improvements in a fast-paced, evolving environment.

Adaptavist's Sales Opportunity Specialist role focuses on revenue generation by partnering with Account Executives, Account Managers, and customers on licensing opportunities, using licensing expertise and systems to prepare accurate quotes and manage deals through the sales cycle. The role oversees end-to-end licensing quote management for 20–30 concurrent opportunities at various stages, navigating platforms such as HubSpot, Atlassian PPC, Xero, and the Partner Portal while serving as a liaison between sales, customers, and internal stakeholders. Responsibilities include handling complex licensing scenarios—renewals, migrations, upgrades, and new business—while collaborating with Finance, Legal, Operations, and Sales Leadership to resolve blockers, ensure compliance, and drive deal closure. Key activities encompass pricing support and deal structuring, providing accurate pricing guidance, performing comparative analyses, supporting discount approvals, and handling deal registrations for opportunities above $25K. Success requires rapid learning, independent problem-solving, proactive multi-channel communication, and the ability to thrive in a fast-paced, evolving environment by building trusted relationships and continuously improving processes.