Sales Support Specialist (Inside Sales & Sales Operations)

Universal Data Inc • Elmwood, LA

10d

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

Nice To Haves

• Experience with CRM (HubSpot, Salesforce, or similar) and quoting/order workflows
• Proposal/quote tools
• Experience with vendor/distributor portals, deal reg, licensing, or renewals
• IT/MSP, Cybersecurity, or B2B services experience

Responsibilities

• Prepare and process accurate quotes for software, hardware, services, and renewals.
• Manage all sales documentation, including SOWs, POs, contracts, licensing, and vendor authorizations.
• Maintain clean, complete, and up-to-date CRM records (contacts, companies, tasks, notes, close dates).
• Coordinate internal handoffs between Sales, Sales Engineering, Service Delivery, and Finance - ensuring nothing slips through the cracks.
• Track deal progress and proactively communicate updates, requirements, blockers, and next steps.
• Handle partner program workflows such as deal registrations and vendor compliance requirements.
• Support RFPs and proposals by coordinating inputs, timelines, and submission materials (as assigned).
• Improve and refine templates, checklists, and repeatable inside sales processes to increase efficiency and consistency.

What This Job Offers

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