Dedicated Client Business Specialist

BlueAlly; United States; On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

401K

4 weeks’ vacation

10 paid holidays

Job summary

BlueAlly Technology Solutions is seeking a driven sales operations professional to own their book of business within the sales team. You will prepare quotes, manage the quote-to-cash process, and maintain clean CRM/ERP data while coordinating with OEMs and clients.

This role emphasizes relationship building with partners, multi-location logistics, and data-driven process improvements; strong Outlook/Excel skills and 5+ years supporting enterprise IT clients are preferred.

Qualifications

• Advanced Microsoft Outlook and Excel skills.
• Strong communication and interpersonal skills; works well independently or on a team.
• Understanding of the VAR landscape and desire to learn IT products/services.
• Owns their role and helps own the sales team's business.

Responsibilities

• Partner with Solution Architects and named Account Manager to deliver IT solutions for clients.
• Manage the sales order process end-to-end (Quote to Cash): deal registration for various OEMs, quote creation, multi-location logistics, pipeline management, and pricing strategy based on stock levels and promotions.
• Follow the Compliance Deals Desk Review process and adhere to compliance requirements.
• Maintain a clean, accurate CRM/ERP system while developing processes and procedures tailored to each client's needs.
• Administer warranty expirations/renewals and license management (usage reports/invoices).
• Resolve missing, incomplete, or inconsistent data through applied analytics.
• Participate in training; achieve certifications on an as needed basis.
• Self-sufficient, resourceful, works independently, collaborates to drive efficiency, and takes ownership of getting things done.
• Route incoming Professional Services or Managed Services requests.
• Understand services order setup and billing needs.

Skills

Outlook

Excel

Communication

Interpersonal skills

Independent work

Education

Some college

Tools

CRM/ERP system

Job description

BlueAlly Technology Solutions offers a full array of technology products and services. BlueAlly is dedicated to delivering the right solutions today that plan for tomorrow. As a technology company, we focus on long-term solutions with minimal risk to our client’s business and impact on the bottom line. We deliver a personal touch in helping our clients understand and procure the right technology to deliver positive mission outcomes.

Our firm is searching for an enthusiastic individual who is motivated, outgoing, and committed to providing excellent service to our clients. As part of the sales account team, this individual will be responsible for preparing quotes and maintaining relationships with OEMs and clients.

Summary

This role owns their book of business on behalf of the sales team following the Deals Desk Review process on every transaction, keeping clean data in the systems on behalf of the Sales Representatives, and developing the processes and procedures that fit each client's needs. Success in this role means building and maintaining strong relationships with key outside stakeholders inclusive of partners and working in tandem with your named Sales Representative.

Responsibilities And Expectations

This role supports a named outside seller across many clients to serve as the end-to-end point of contact.

Job Description

Sales Operations

• Partner with Solution Architects and named Account Manager to deliver IT solutions for clients.
• Manage the sales order process end-to-end (Quote to Cash): deal registration for various OEMs, quote creation, multi-location logistics, pipeline management, and pricing strategy based on stock levels and promotions.
• Follow the Compliance Deals Desk Review process and adhere to compliance requirements.
• Maintain a clean, accurate CRM/ERP system while developing processes and procedures tailored to each client's needs.
• Administer warranty expirations/renewals and license management (usage reports/invoices).
• Resolve missing, incomplete, or inconsistent data through applied analytics.
• Participate in training; achieve certifications on an as needed basis.
• Self-sufficient, resourceful, works independently, collaborates to drive efficiency, and takes ownership of getting things done.

Services Operations

• Route incoming Professional Services or Managed Services requests.
• Understand services order setup and billing needs.

Requirements

• Detail-oriented, self-motivated, and able to reprioritize throughout the day.
• Advanced Microsoft Outlook and Excel skills.
• Strong communication and interpersonal skills; works well independently or on a team.
• Understanding of the VAR landscape and desire to learn IT products/services.
• Owns their role and helps own the sales team's business.
• Other responsibilities may be assigned, based on the evolution of the company and the requirements of the department/position.

Education/Experience

Some college preferred. +5 years work experience supporting enterprise clients in an IT environment is a strong plus.

BUSINESS HOURS

Traditional business hours (Central Standard Time), however, flexibility is required during peak times and seasons.

Benefits

This is a salary plus commission role. As a full-time employee, you will be eligible for BlueAlly employee benefits:

• Medical
• Dental
• Vision
• Life Insurance
• 401K
• 4 weeks’ vacation
• 10 paid holidays