Sales Operations Specialist

Summary

Join our growing team as a Sales Operations Specialist! This role focuses on producing high-quality work, maintaining vendor relationships, and supporting Centre accounts. You will be responsible for managing sales quotes, utilizing ConnectWise Manage, identifying cross-selling opportunities, and assisting Account Executives. The ideal candidate has 3+ years of sales or customer service experience, proficiency in computer systems, and strong IT sales experience. This hybrid position offers a blend of remote work and office time, along with a comprehensive benefits package.

Requirements

• 3+ Years of sales or customer service experience required
• Proficiency in computer systems (Microsoft Office, Internet, CRM) required
• High School Degree required

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
• Other duties as assigned

Preferred Qualifications

• IT sales experience strongly desired
• Prefer Connectwise Manage and Sell experience for quoting
• Associate's Degree or higher preferred

Benefits

• Hybrid Work Options
• Paid Time Off
• Paid Holidays
• Medical, Dental, Vision, and 401(k) with employer match contributions
• Stability to grow alongside hard workers in a collaborative environment with opportunities to grow professionally