Remote Sales Operations & Proposals Specialist

RBS Software Solutions; Pasig; On-site; PHP 223,200 - 357,120; Full time

Benefits offered by this job

Work from Home

Job summary

RBS Software Solutions is seeking a Sales Operation Specialist to support the Sales Team with administrative, technical, and operational tasks. You will prepare business proposals, quotations, contracts, and client presentations while coordinating documentation to drive revenue.

The role also involves maintaining client databases and sales trackers, monitoring pipelines, coordinating with Operations, Finance, HR, and Technical Teams, and creating product demos and guides for clients and internal

Qualifications

• Bachelor's degree in business admin, marketing, management, IT, or related field.
• 1–3 years in Sales Support, Customer Service, Documentation, Administrative, Business Development, or related roles.
• Strong organizational, communication, presentation, and time management skills.
• Proficiency in Microsoft Office applications (Excel, Word, PowerPoint).
• Experience in preparing business proposals, quotations, project proposals, or bid documents is an advantage.
• Open to client interactions and sales meetings.

Responsibilities

• Assist sales team in preparing business proposals, quotations, contracts, and presentations.
• Maintain and update client databases, sales trackers, and lead monitoring tools.
• Monitor sales pipelines, lead status, and follow-up schedules.
• Coordinate with Operations, Finance, HR, and Technical Teams to support sales requirements.
• Create and produce product and solution video demonstrations for client presentations and internal training.
• Develop step-by-step user guides and instructional materials for products, systems, and solutions.
• Design and prepare marketing brochures, quick-start guides, and sales enablement materials.
• Create, maintain, and update TORs, scope of work documents, project briefs, and related documentation.
• Assist in the preparation, formatting, and submission of business proposals, project proposals, and bid documents.
• Coordinate with stakeholders to gather requirements, pricing, scope of work, and supporting documents for proposals.
• Prepare presentation materials and proposal decks for client meetings and presentations.
• Support lead generation, client prospecting, and sales initiatives.
• Participate in client meetings, product demonstrations, and business presentations when required.
• Assist the Sales Team in identifying business opportunities and maintaining client relationships.
• Serve as a point of contact for client inquiries related to documentation, scheduling, and coordination.
• Assist in arranging client meetings, demonstrations, and presentations.
• Ensure timely responses to client requests and proper escalation when necessary.
• Prepare sales reports, weekly status updates, and performance summaries.
• Manage sales-related documentation, including contracts, MOAs, NDAs, TORs, and onboarding documents.
• Ensure proper filing, version control, and confidentiality of business information.
• Coordinate logistics for client visits, demonstrations, and business meetings.
• Support procurement and documentation of sales-related expenses and reimbursements.
• Assist in billing endorsements and coordinate with Finance regarding invoicing requirements.
• Support the implementation of sales tools and internal processes.
• Recommend process improvements to enhance sales efficiency and customer experience.
• Assist in onboarding and training new sales personnel.
• Perform other duties that may be assigned by management from time to time.

Skills

Strong organizational skills

Strong communication skills

Presentation skills

Time management

Independent and collaborative work

Education

Bachelor's Degree in Business Administration, Marketing, Management, Information Technology, or related field

Tools

Microsoft Office (Excel, Word, PowerPoint)

Basic graphic design

Video editing

Job description

RBS Software Solutions is seeking a Sales Operation Specialist to support the Sales Team with administrative, technical, and operational tasks. You will prepare business proposals, quotations, contracts, and client presentations while coordinating documentation to drive revenue.

The role also involves maintaining client databases and sales trackers, monitoring pipelines, coordinating with Operations, Finance, HR, and Technical Teams, and creating product demos and guides for clients and internal