Sales Operations Specialist
At a glance
Mid-level Revenue & Sales Operations role at Centre Technologies. Houston · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Register deals, maintain vendor pricing relationships, and keep opportunity details current
- Build sales quotes in Sell and create or update opportunities in Manage for Account Executives
- Enter account data, review account health, spot trends, and surface cross-sell possibilities
- Support forecasting, process won deals, and create sales orders plus project or service tickets
- Help with customer follow-up and finish Statement of Work details after sales managers create them
What you bring
- At least three years in sales or customer service, with IT sales experience strongly preferred
- A high school diploma is required; an associate degree or higher is preferred
- Working knowledge of Microsoft Office, internet tools, and CRM systems
- ConnectWise Manage and Sell experience for quoting is preferred
Who this fits
You will suit a detail-focused sales operations role supporting Account Executives, vendors, customers, and account records. The job is a remote hybrid position based in the Houston office, with four office days and one remote day. Some local travel to customer sites is required.
From the employer
We are excited to announce we are expanding and looking to grow our team with a new Sales Operations Specialist!
Our Company Culture:
Our diverse workforce allows Centre to develop and leverage knowledge, skills, and experiences that impact our overall success. Within our collaborative environment, our team of consultants work to identify innovative solutions for our clients. Together, we guide our clients through the process of selecting, deploying, and managing IT solutions tailored to their specific business needs.
Centre Company Benefits:
- Hybrid Work Options, Paid Time Off, and Paid Holidays
- Medical, Dental, Vision, and 401(k) with employer match contributions
- Stability to grow alongside hard workers in a collaborative environment with opportunities to grow professionally
Position Summary
The focus of the Sales Operations Specialist is on producing high quality, detailed work based on Centre established standards, guidelines, and procedures. The Sales Operations Specialist will be responsible for precise, consistent output of work which will ensure the proper level of support and maintenance of Centre accounts within their assigned territory in a sales environment.
Essential Duties and Responsibilities
- Responsible for proper registration of Centre Deals
- Maintain relationships with vendors for pricing discounts & opportunity updates
- Produce Centre Sales Quotes in Sell and create Opportunities in Manage for Account Executive
- Utilize ConnectWise Manage to assist with data entry of account information
- Review and monitor the current state of existing accounts and analyze trends
- Identify cross sell opportunities for current Centre accounts
- Recommend areas of opportunity for Account Executives
- Update Company with data received from New Customer Form
- Forecast assistance (enter opportunities, upload opportunity documents, and update for run rate / renewal opportunities)
- Process Won opportunities, create Sales Orders and create Project / Service tickets
- Assist Account Executive in follow-up with customers regarding open opportunities
- Assist Account Executive in updating the Statement of Work (SOW) with remaining information once document is created by the Regional Sales Manager (customer contact information, site information, proof-reading document)
- Submit Customer Satisfaction Reuisition & Return Material Authoriation forms when necessary
- Other duties as assigned
Education/Experience/Certifications
- 3+ Years of sales or customer service experience required.
- IT sales experience strongly desired.
- Proficiency in computer systems (Microsoft Office, Internet, CRM) required.
- Connectwise Manage and Sell experience for quoting preferred.
- High School Degree required
- Associate's Degree or higher preferred
Work Environment and Physical Demands
- Work primarily in a climate-controlled environment with minimal safety/health hazard potential.
- Reasonable accommodations can be made to enable individuals with disabilities/injuries to perform the essential functions of this role.
- The noise level in the work environment is moderate.
- Some local travel required when visiting customer sites
- This is a remote hybrid position requiring 4 days at the office and 1 day remote.
- Position will report to Houston, TX office.
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