Sales Support Specialist

Logically•Dublin, OH

6d•Onsite

About The Position

The Specialist, Sales Support provides administrative sales-proposal and quoting support to Account Executives and Account Managers and shares accountability for team sales goals. The role works collaboratively with Sales team members to manage, track, and build quote requests from customers and prospects through the CRM system. It coordinates resources across departments to help present quotes and meet sales targets. The position is onsite at Logically’s Dublin, Ohio office.

Requirements

Two to four years of experience in Sales Support, preferably in an IT or professional services environment.
Experience working with a CRM; ConnectWise, Salesforce, or Microsoft Dynamics experience is preferred.
Experience with vendor sourcing and partnerships in the IT sector.
Proactive adoption of sales best practices and leadership in process adherence.
Ability to work in a team environment and demonstrate leadership, presentation, and planning abilities, as well as verbal and written communication skills.
Business acumen and ability to translate business requirements into sales support solutions.
Flexibility and ability to remain calm under stress while managing multiple priorities.
Active listening and strong oral and written communication skills, including the ability to handle difficult conversations.
Sound problem-solving skills, including the ability and persistence to develop options and select the best solution.
Ability to build trust-based relationships that support collaboration and cooperation with team members and internal and external stakeholders.
Ability to communicate effectively with customers and management at various levels, verbally and in writing.
Ability to manage multiple projects in a fast-paced environment.
Team-player mentality and willingness to share knowledge.
A college degree is not required; similar on-the-job experience is preferred.

Nice To Haves

Experience with ConnectWise, Salesforce, or Microsoft Dynamics.
Similar on-the-job experience in lieu of a college degree.

Responsibilities

Manage quote requests and move proposals through the workflow, recording requests in ConnectWise Sales Service Board, Salesforce, or the MS Dynamics CRM system.
Process transactional quotes and manage sales order entry, including logging new orders.
Produce quotes, SOWs, and proposals based on information supplied by Account Managers and Account Executives.
Support sales staff through meetings, phone calls, and resource coordination to determine quoting needs.
Assist Account Executives with Sales Account Leads (SALs) and track SAL progress on the board.
Request best pricing from vendors and distributors to support procurement.
Manage the renewal process by tracking, managing, and quoting customers affected by license expirations.
Use partner portals to confirm product pricing availability and inventory.
Identify and monitor required pricing information and approvals, record pricing information, and cross-reference sales opportunities in the CRM.
Manage sales data and sales processes in the CRM system.
Attend weekly sales meetings and ensure sales opportunities comply with company policy.
Engage cross-functional resources to achieve goals and meet customer needs.
Provide project and administrative support to sales management and leadership as needed.
Lead continuous process-improvement projects within the sales support department that directly affect revenue growth and team efficiency.