Sales Operations & Support Senior Analyst

Vertiv Holdings, LLC•Westerville, OH

38d

About The Position

The Sales Support Specialist, Global Strategic Accounts (GSA), provides critical commercial support to GSA Account Directors. The incumbent will be expected to be the primary commercial support resource for an assigned GSA Account Director, enabling her/him to focus on overall account strategy and customer-facing engagements. As a key support function for the GSA sellers, this position requires significant collaboration across all Vertiv business functions. Key areas of focus include responsibility for CPQ quotations, order entry, order tracking, customer reporting requirements, product applications assistance, and pipeline maintenance. This position will also involve regular interactions with the customer.

Requirements

3+ years of experience in a customer service-related role.
Strong technical acumen and ability to understand product applications
PC Tools Skills: Advanced proficiency in Microsoft Word, PowerPoint, Excel and experience is preferred in Oracle Sales Cloud and Order Management systems.
Exceptional communication skills and ability to build strong and diverse relationships within a complex matrix organization.

Nice To Haves

Bachelor's degree in business, engineering or technology/operations is desirable.

Responsibilities

Strong collaboration with the GSA Sales Organization including Sr. Executives, business leaders, and subject-matter-experts.
Intermediary support for product applications and researching and obtaining product related details necessary to support the Account Director and customer inquiries.
Customer Interactions
Comfortable interacting externally with customers as well as internal stakeholders
Prepares and delivers customer specified reporting either manually or via customer e-commerce portals
Participates in miscellaneous customer calls and meetings to support the Global Account Director as needed
Quotations / opportunity management
Initiate commercial quotes by creating a sales opportunity in CRM and customer quotation based upon inputs from the Account Director
Maintain quotation and proposal revisions
Assist Account Director with Deviation of Policy approval requests by submitting and following the process through to completion
Participates in ongoing pipeline review calls and maintains sales opportunities in CRM
Order entry
Complete order entry in a timely and efficient manner ensuring that all proper documentation has been included (technical documents, quotes, purchase order, etc.)
Liaison with Vertiv Order Management and Project Execution Teams to ensure order is properly handed off to next set of key stakeholders
Coordinate and process customer change order requests
Technical support
Broad business unit and product level knowledge to enable effective use of Configure, Price, and Quote tool
Able to understand and seek out application-related questions on behalf of the Account Director to support quote and proposal generation
Commercial Support
Coordinates with customer and accounts payable to resolve any order-related collections issues
Provides an interface into tax department as needed to gather all necessary tax exemption information