Lead Strategic Sales Associate

Forgent Power Solutions, Inc.; Columbus (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

Forgent Power Solutions, Inc. seeks a Sales Support Administrator to act as a front-end multiplier around Strategic Account Fighting Units. The role accelerates opportunity creation to order entry, ensuring front-end documentation is complete, auditable, and visible for downstream teams.

The ideal candidate holds a related bachelor's degree and 5–7 years in sales support or order management, with CRM experience (Salesforce or Dynamics) and a track record in fast-moving industrial environments.

Qualifications

• Bachelor's degree in a related field
• 5-7 years of experience in sales support or related roles
• Experience in manufacturing, industrial products, or engineered environments preferred
• Familiarity with Salesforce.com, Microsoft Dynamics or similar CRM systems
• Experience operating in fast-moving, ambiguous environments with evolving processes

Responsibilities

• Monitor Opportunities, Cases, Tasks, quote requests and open items for Strategic Account Fighting Units
• Coordinate with Sellers, Solution Engineers, Commercial Operations, Legal, Accounting and Order Fulfillment to keep work moving
• Initiate and track customer onboarding, credit review, payment terms, legal routing, and DOA approvals
• Support quote-to-order readiness by ensuring required customer, quote, terms, approvals, PO and Salesforce documentation are present
• Maintain trackers, dashboards, and status views to reveal blockers and handoff gaps
• Escalate ownership gaps and missing documentation before they cause downstream issues

Skills

Sales support

CRM experience

Cross-functional collaboration

Documentation & process

Education

Bachelor's degree

Tools

Salesforce

Microsoft Dynamics

Job description

Job Type

Full-time

Description

The Sales Support Administrator is a front-end commercial force multiplier embedded around Forgent's Strategic Account Fighting Units. The role helps the commercial organization scale by facilitating the opportunity-creation-to-order-entry process, keeping pursuit activity moving, and making sure front-end documentation is complete, visible, auditable, and useful for downstream stakeholders.

Key Responsibilities

• Monitor assigned Opportunities, Cases, Tasks, quote requests, and open items for Strategic Account Fighting Units.


• Follow up with sellers, Solution Engineers, Application Engineers, Commercial Operations, Legal, Accounting, and Order Fulfillment to keep work moving.


• Help initiate and track customer onboarding, credit review, payment terms, legal / Ironclad routing, and DOA approvals.


• Support quote-to-order readiness by helping confirm required customer, quote, terms, approval, PO, and Salesforce documentation is present.


• Maintain working trackers, dashboards, and status views that make blockers, aging items, and handoff gaps visible.


• Escalate unclear ownership, missing documentation, delayed approvals, or incomplete order packages before they create downstream failure.

Qualifications

• Bachelor's degree in Business, Sales, Operations, Supply Chain, Communications, or related field preferred.


• 5-7 years of experience in sales support, inside sales, sales administration, customer service, commercial operations, order management, or similar role preferred.


• Experience in manufacturing, industrial products, electrical products, construction, or engineered/project-based environments strongly preferred.


• Familiarity with Salesforce.com, Microsoft Dynamics, or similar CRM systems required.


• Experience operating in fast-moving, ambiguous environments where process maturity is still being built.

Disclaimer

The statements above are intended to describe the general nature and level of work being performed. They are not an exhaustive list of all responsibilities, duties, or skills required. Forgent Power reserves the right to modify, interpret, or apply this job description as needed.

Equal Employment Opportunity Statement

Forgent Power is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected class.