Product Specialist - Key Responsibilities
1. Lead Generation and Handling
- Source new leads through research, referrals, and industry channels.
- Manage endorsed leads from internal or external partners.
- Qualify clients by asking probing questions about their current setup, capacity, requirements, timeline, and budget.
- Reach out through email, SMS, and phone.
- Schedule and conduct product presentations or demos, onsite or online.
2. Requirements Gathering and Process Understanding
- Document client workflow, process sequences, and service requirements.
- Identify operational gaps and recommend appropriate solutions.
- Record specifications such as expected transaction volume and display or system needs.
3. Proposal Management
- Draft detailed proposals including scope, costs, and timelines.
- Secure internal approval as required.
- Send approved proposals to clients and align on target installation timelines.
4. Purchase Order and Invoicing
- Follow up with clients for purchase order release.
- Coordinate with internal teams for invoicing.
- Process initial payments and facilitate supplier coordination.
5. System Configuration and Preparation
- Confirm client requirements for branding, media, and process details.
- Request and prepare necessary equipment.
- Set up hardware and configure according to project needs.
6. Remote Setup and Testing
- Coordinate with technical partners or developers for remote configuration.
- Provide configuration files and client materials as needed.
- Support setup activities and conduct thorough system testing to ensure alignment with client requirements.
7. Pre-Installation Readiness Check
- Notify the client when the system is ready for installation.
- Confirm site readiness:
- Network setup and device connectivity
- Availability of required computers, monitors, and cables
- Proper environment preparation for installation
8. Installation and Handover
- Deliver and install equipment at the client site.
- Configure devices and connect them to the client’s network.
- Validate system operation with the client.
- Secure acknowledgment or delivery receipt upon successful installation.
9. Product Research and Development Support
- Research and source potential new products and technologies the company can offer.
- Provide insights from client needs and market trends to guide product development.
- Collaborate with the team in designing, testing, and improving new solutions.