Remote Sales Operations Specialist

Summary

Join our team as a Sales Operations Specialist and contribute to Centre's success by producing high-quality work based on established standards. This role involves maintaining relationships with vendors, analyzing account trends, and assisting Account Executives in follow-up with customers.

Responsibilities

• Responsible for proper registration of Centre Deals
• Maintain relationships with vendors for pricing discounts & opportunity updates
• Produce Centre Sales Quotes in Sell and create Opportunities in Manage for Account Executive
• Utilize ConnectWise Manage to assist with data entry of account information Review and monitor the current state of existing accounts and analyze trends
• Identify cross sell opportunities for current Centre accounts
• Recommend areas of opportunity for Account Executives
• Update Company with data received from New Customer Form
• Forecast assistance (enter opportunities, upload opportunity documents, and update for run rate / renewal opportunities)
• Process Won opportunities, create Sales Orders and create Project / Service tickets
• Assist Account Executive in follow-up with customers regarding open opportunities
• Assist Account Executive in updating the Statement of Work (SOW) with remaining information once document is created by the Regional Sales Manager (customer contact information, site information, proof-reading document)
• Submit Customer Satisfaction Reuisition & Return Material Authoriation forms when necessary