Purpose and Scope
Provide direct support to multiple Account Managers by assisting throughout the entire sales process - from prospecting to closing. This role is critical to helping Account Managers meet their sales goals and delivering a positive experience to both customers and partners.
Responsibilities
- Register and track deals for opportunities identified by Account Managers.
- Prepare and manage quotes using the company quoting tool for all identified opportunities.
- Obtain pricing and availability quotes from vendor partners as needed.
- Communicate with manufacturers and vendors to update deal status and confirm order details.
- Update and maintain accurate customer records within the company CRM system.
- Track and communicate shipment details to customers, Account Managers, and the engineering team.
- Register, track, and maintain vendor maintenance and service contracts.
- Assist with the Return Merchandise Authorization (RMA) process when necessary.
- Liaise with the Finance Team regarding opportunity status and ordered deals.
- Ensure a positive customer experience by responding to questions and facilitating internal communication for quick resolutions.
Job Requirements
- Ability to work independently and manage multiple tasks without direct supervision.
- High level of personal integrity, accountability, and professionalism.
- Ability to work onsite with a team of remote Account Managers.
- Excellent verbal and written communication skills.
- Strong team player who is self-motivated, energetic, and enthusiastic.
- Comfortable performing basic mathematical calculations (e.g., applying discounts).
- Ability to develop and maintain strong relationships with internal teams and customers.
- Eagerness to work in a fun, dynamic, and fast-paced environment.
Experience
- Bachelor's degree or equivalent work experience preferred.
- Previous experience in a sales support, administrative, or loan processing environment a plus.
- Previous exposure to technology or IT products is a plus.
- Working knowledge of Microsoft Word and Excel.
- Positive attitude, exemplary attendance, and dependable team contribution.
Preferred Qualifications (Not Required)
- Familiarity with CRM systems (Salesforce, HubSpot, etc.).
- Experience working with technology vendors or manufacturers.
- Understanding of basic sales and procurement processes.