Inside Sales Support Specialist

Essential Duties and Responsibilities

Sales and Solution Support
• Perform basic sales and project management tasks.
• Research and evaluate solution options as needed.
• Confirm that product specifications meet customer requirements.
Pricing, Quotes and Vendor Programs
• Maintain current pricing information.
• Prepare quotes from engineering designs using current, competitive costs and appropriate margins. Account for all potential project costs and follow established processes.
• Leverage deal registration and promotional pricing programs, along with vendor relationships, to secure additional discounts.
• Register opportunities with appropriate vendors, including HP, HPE, and Dell.
Project and Order Administration
• Accurately enter data into multiple software systems and create and maintain project records in the CRM database.
• Process orders by confirming that all required pre-project paperwork and tasks are complete, accurately entering line items into accounting software, and organizing and conducting pre-project team meetings.
• Track orders and run regular open-order reports. Coordinate with purchasing to ensure products arrive within project deadlines.
• Work with accounting to ensure completed projects are billed promptly.
• Create and process change orders and return requests.
Customer Service and Account Management
• Maintain accurate customer account records and monitor customer inventories.
• Respond promptly to customer inquiries about products and services and follow up as needed.
Communication and Team Coordination
• Communicate effectively with coworkers, vendors, and clients by phone, email, and in person each day.
• Organize onsite and Teams meetings.
• Provide backup coverage when coworkers are out of the office.
• Maintain a working knowledge of current IT technology and common practices to answer basic questions and recommend straightforward product solutions.
• Participate in product training as time permits.
• Meet departmental performance standards, goals, and objectives.

Competencies and Skills

Organization, Problem-solving and Judgement
• Solve problems, stay organized, meet deadlines, and take initiative on projects.
• Interpret instructions presented in written, verbal, diagram, or schedule form.
• Make sound, accurate business decisions with little or no supervision.
Numerical Skills
• Calculate discounts, interest, commissions, proportions, and percentages
Computer Skills
Demonstrate basic computer skills and experience using Microsoft Word, Excel, and Outlook.
Knowledge of MS Office Suite, and ConnectWise.
Education/Experience
Associate’s degree or 2–3 years of related experience.