Sales Support Specialist (Inside Sales & Sales Operations)

Universal Data Inc • Elmwood, LA

17d

About The Position

The Sales Support Specialist supports UDI's sales team by managing the operational and administrative work that keeps deals moving. This role owns quoting and order processing tasks, maintains CRM accuracy, coordinates internal handoffs, and serves as a key point of contact between sales, vendors/partners, and internal teams. You'll be measured on timeliness, accuracy, follow-through, and your ability to keep the sales cycle organized.

Requirements

• 2+ years in sales support, inside sales, sales ops, administration, or customer operations
• Experience with CRM (HubSpot, Salesforce, or similar) and quoting/order workflows a plus
• Strong proficiency with Microsoft 365 (Outlook, Excel, Word); proposal/quote tools a plus
• Experience with vendor/distributor portals, deal reg, licensing, or renewals is a plus
• IT/MSP, Cybersecurity, or B2B services experience preferred but not required

Responsibilities

• Prepare and process quotes for software, hardware, professional services, and support/renewals
• Manage sales documentation: SOWs, POs, contracts, licensing paperwork, and authorizations
• Maintain CRM hygiene (contacts, companies, deal stages, notes, tasks, close dates, required fields)
• Coordinate internal handoffs between Sales, Sales Engineering, Service Delivery, and Finance
• Track deal status and keep stakeholders informed (what's needed, by when, next steps)
• Execute partner processes such as deal registrations and vendor program requirements
• Support RFPs/proposals by coordinating inputs, timelines, and submission requirements (as assigned)
• Identify and recommend improvements to templates, checklists, and repeatable Sales processes

What This Job Offers

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