Sales Operations Specialist

Envision Information Technolog • Madison, WI

4d

About The Position

We are seeking a detail-oriented Sales Operations Specialist to support our Citrix and Microsoft technology business. This role manages the operational lifecycle of software, cloud, hardware, support, and service transactions—from solution coordination, quoting, and ordering through renewals, vendor registrations, Microsoft partner-program administration, and billing coordination. The specialist works closely with Account Executives, Solution Architects, Engineers, vendors, distributors, and internal operations teams to ensure customer solutions are accurately quoted, properly ordered, documented, and followed through to completion. The ideal candidate is highly organized, communicative, and dependable, with experience supporting B2B technology sales, licensing, subscriptions, renewals, or order processing.

Requirements

• At least 1 year of experience in sales operations, sales support, order management, renewals, customer success operations, licensing operations, purchasing, or a related B2B technology role.
• Demonstrated experience creating, reviewing, or processing quotes, purchase orders, sales orders, renewals, subscriptions, or vendor/distributor transactions.
• Strong attention to detail and a consistent record of accurately managing data, pricing, product configurations, dates, documentation, and customer information.
• Strong written and verbal communication skills, including the ability to coordinate professionally with salespeople, technical personnel, vendor representatives, distributors, and customers.
• Excellent organization, prioritization, and follow-through in a fast-paced environment with multiple concurrent deadlines.
• Ability to identify issues, ask appropriate questions, drive them to resolution, and keep stakeholders informed.
• Proficiency with Microsoft Excel, Outlook, Teams, Word, and other Microsoft 365 tools.
• Experience with CRM, PSA, ERP, CPQ/quoting, ticketing, or order-management systems.
• Ability to handle confidential customer, pricing, licensing, and business information professionally.

Nice To Haves

• Experience supporting software, cloud, SaaS, managed services, hardware, IT solutions, or technology-reseller sales is strongly preferred.
• Salesforce experience is a plus.

Responsibilities

• Prepare accurate quotes for software, cloud subscriptions, hardware, support, renewals, and related professional services.
• Partner with Account Executives, Solution Architects, Engineers, and other technical resources to confirm solution configurations, product SKUs, quantities, pricing, licensing terms, and customer requirements.
• Coordinate vendor and distributor pricing, availability, special pricing, deal registrations, licensing information, and order requirements.
• Process and track customer orders from approval through vendor or distributor submission, fulfillment, provisioning, shipping, and completion.
• Maintain accurate customer, quote, order, subscription, renewal, and product information in the CRM and other business systems.
• Manage and track software, support, maintenance, and subscription renewals; prepare renewal quotes and coordinate timely follow-up with the sales team and clients.
• Support Microsoft and Citrix partner-program administration, including renewals, product registrations, customer associations, CPOR, PAL, deal registrations, incentive-related documentation, and other vendor requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed