Description
GuidePoint Security is seeking a Sales Operations Specialist to support Regional Partners and Account Executives in the Northwest region. The successful candidate will be responsible for requesting quotes from vendors and distributors, generating quotes for customers, managing Salesforce.com opportunities, and maintaining relationships with customers.
General Description The Sales Operations Specialist (SOS) is a valuable resource for Regional Partners and Account Executives. The SOS supports sales and marketing efforts by requesting quotes from appropriate vendors and distributors, generating quotes for customers, managing Salesforce.com opportunities, and corresponding with customers in an effort to maintain and grow the region.
Role and Responsibilities
- Use Salesforce.com to generate quotes, track opportunities and process orders.
- Promptly respond to internal and external inquiries.
- Suggest creative pricing and payment solutions balancing customer need and pricing policies.
- Serve as a liaison between customers, vendors, and GuidePoint outside Sales Executives.
- Develop and retain product and industry knowledge, vendor resources, and GuidePoint Security service offerings.
- Develop and maintain relationship with GuidePoint key vendors and customers.
- Attend regional forecast calls and perform pipeline analysis to ensure forecast accuracy.
- Leverage resources and relationships to bring value to customers.
- Serve as a liaison between GuidePoint outside Account Executives, Accounting and Contracts Departments to process and track orders.
- Work with the team to analyse information and make decisions that benefit GuidePoint Security.
- Demonstrate the ability to manage multiple tasks with shifting priorities and tight deadlines.
- Work closely with other GuidePoint teams to better streamline processes and information as well as ensuring customer deliverables.
Required Experience
- High School Diploma or GED required. Associate Degree or equivalent from two year college or technical school preferred.
- 3+ years in a customer service/sales support type role.
- Prior experience in Customer Relationship Management (CRM) software required.
- Intermediate level experience with Microsoft Office and Internet Navigation.
- Self-motivated, detail-oriented, organised, and a strong team player with excellent follow-through.
- Positive, results-driven, open to constructive feedback, and adaptable to ambiguity.
- Solid Math skills with the ability to calculate margins/discounts, and percentages required.
- Demonstrates good judgement in analysing information to make decisions that benefit GuidePoint Security.
- Strong written and verbal communication skills.
- Demonstrates a willingness to learn and use AI-enabled tools.
- Ability to work flexible work schedule required.
Preferred Experience
- A background in the IT industry is preferred.
- Experience with Salesforce.com preferred.
- Technical sales/support and outbound calling experience preferred.
Travel Requirements
- Up to 15% regional travel required.
Physical Requirements
- Sedentary work.
- Substantial movement of the wrists, hands, and/or fingers for a minimum of 8 hours a day.
- Required to have close visual acuity to view computer terminal and/or extensive reading for a minimum of 8 hours a day.
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