Sales Operations Specialist

centretechnologies; Houston (TX); Hybrid; USD 55,000 - 80,000; Full time

Benefits offered by this job

Hybrid work options

PTO & holidays

Medical, dental, vision

401(k) with employer match

Job summary

Centre Technologies is expanding its team and seeking a Sales Operations Specialist to support account maintenance and quote generation within a hybrid, Houston-based environment. You will ensure accurate registration of deals and manage opportunities to assist Account Executives in closing sales.

The role requires 3+ years in sales or customer service, IT sales experience is a plus, and proficiency with Microsoft Office, CRM, ConnectWise Manage, and Sell.

Qualifications

• 3+ years of sales or customer service experience required.
• IT sales experience strongly desired.
• Proficiency in computer systems (Microsoft Office, Internet, CRM) required.
• ConnectWise Manage and Sell experience for quoting preferred.
• High School Degree required
• Associate's Degree or higher preferred

Responsibilities

• Register Centre Deals properly and maintain account relationships.
• Maintain pricing discounts and opportunity updates with vendors.
• Produce Centre Sales Quotes in Sell and create Opportunities in Manage.
• Use ConnectWise Manage for data entry and account tracking.
• Forecast assistance: enter opportunities and update run rate/renewal opportunities.
• Process Won opportunities, create Sales Orders and Project/Service tickets.
• Assist Account Executives with follow-up on open opportunities.
• Aid in updating the Statement of Work (SOW) with necessary details.
• Submit Customer Satisfaction Requisition and Return Material Authorization forms.
• Other duties as assigned.

Skills

Sales experience

CRM proficiency

ConnectWise Manage

ConnectWise Sell

Office suite

Education

High school diploma

Associate degree or higher preferred

Tools

ConnectWise Manage

ConnectWise Sell

CRM software

Job description

We are excited to announce we are expanding and looking to grow our team with a new Sales Operations Specialist!

Our Company Culture:

Our diverse workforce allows Centre to develop and leverage knowledge, skills, and experiences that impact our overall success. Within our collaborative environment, our team of consultants workto identify innovative solutions for our clients. Together, we guide our clients through the process of selecting, deploying, and managing IT solutions tailored to their specific business needs.

Centre Company Benefits:

• Hybrid Work Options,Paid Time Off, and Paid Holidays
• Medical, Dental, Vision, and 401(k) with employer match contributions
• Stability to grow alongside hard workers in a collaborative environment with opportunities to grow professionally

Position Summary

The focus of the Sales Operations Specialist is on producing high quality, detailed work based on Centre established standards, guidelines, and procedures. The Sales Operations Specialist will be responsible for precise, consistent output of work which will ensure the proper level of support and maintenance of Centre accounts within their assigned territory in a sales environment.

Essential Duties and Responsibilities

• Responsible for proper registration of Centre Deals
• Maintain relationships with vendors for pricing discounts & opportunity updates
• Produce Centre Sales Quotes in Sell and create Opportunities in Manage for Account Executive
• Utilize ConnectWise Manage to assist with data entry of account information
  • Review and monitor the current state of existing accounts and analyze trends
  • Identify cross sell opportunities for current Centre accounts
  • Recommend areas of opportunity for Account Executives
  • Update Company with data received from New Customer Form
  • Forecast assistance (enter opportunities, upload opportunity documents, and update for run rate / renewal opportunities)
  • Process Won opportunities, create Sales Orders and create Project / Service tickets
• Assist Account Executive in follow-up with customers regarding open opportunities
• Assist Account Executive in updating the Statement of Work (SOW) with remaining information once document is created by the Regional Sales Manager (customer contact information, site information, proof-reading document)
• Submit Customer Satisfaction Reuisition & Return Material Authoriation forms when necessary
• Other duties as assigned

Education/Experience/Certifications

• 3+ Years of sales or customer service experience required.
• IT sales experience strongly desired.
• Proficiency in computer systems (Microsoft Office, Internet, CRM) required.
• Connectwise Manage and Sell experience for quoting preferred.
• High School Degree required
• Associate's Degree or higher preferred

Work Environment and Physical Demands

• Work primarily in a climate-controlled environment with minimal safety/health hazard potential.
• Reasonable accommodations can be made to enable individuals with disabilities/injuries to perform the essential functions of this role.
• The noise level in the work environment is moderate.
• Some local travel required when visiting customer sites
• This is a remote hybrid position requiring 4 days at the office and 1 day remote.
• Position will report to Houston, TX office.