Sales Operations Specialist

Tego; Milwaukee (WI); Remote; USD 60,000 - 70,000; Full time

Job summary

Tego, a leading technology firm, is looking for a Sales Operations Specialist who will play a key role in supporting the sales and solutions teams. This remote position involves managing quote creation, CRM administration, and ensuring customer success through effective communication and problem-solving. An ideal candidate possesses strong critical thinking and sales support experience, thriving in a fast-paced environment and aligned with the company’s core values. Competitive benefits include 401(k) matching and flexible PTO.

Benefits

401(k) with employer matching

Health, dental, and vision insurance

Flexible PTO policy

Work from home

Qualifications

• Experience in sales, sales support, or customer success roles within a technology company.
• Excellent written and verbal communication skills.
• Ability to multitask and prioritize responsibilities.

Responsibilities

• Manage quote and SOW creation with the sales team.
• Utilize CRM software for opportunity management and customer data tracking.
• Develop product knowledge and maintain a customer-first mindset.

Skills

Critical Thinking

Problem Solving

Communication

Multitasking

Education

Bachelor's degree (BA/BS) or equivalent practical experience

Tools

Salesforce

Google Workspace/G Suite

Slack

Job description

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Based in North Carolina, Tego is an engineering-led, forward-thinking technology team with unwavering dedication to our core values of integrity, commitment to excellence, and accountability. We create competitive advantage by solving problems and delivering results with remarkable efficiency, guided by a steadfast commitment to these principles. Collectively, we’ve spent decades solving IT challenges while supporting the full spectrum of commercial and government entities of all sizes. Our team operates with unwavering integrity, ensuring transparent and ethical practices in all our endeavors. We are dedicated to excellence in everything we do, striving for continuous improvement and the highest standards of quality and performance. With a deep understanding of the strategies, tools, and methodologies that support mission-critical data center and cloud services, we uphold accountability for our actions and decisions, taking ownership of our work and delivering on our promises.

Tego has a strong commitment to fostering long-term relationships and delivering unparalleled support to our clients and partners.

ROLE DESCRIPTION

Full Time | Remote

As a Sales Operations Specialist, you will serve as an extension of the sales team, playing a critical role in enabling the success of our Sales and Solutions Engineering teams by managing key operational functions across the sales lifecycle. This is a highly collaborative role, requiring strong critical thinking, attention to detail, and effective communication. This is a full-time, remote position, but we get together in person several times a year for team-building activities, mandatory company meetings, and other events.

Your responsibilities will include, but are not limited to:

• Quote and SOW Creation: Collaborate with the sales team (including Engineers and Account Managers) to build product configurations. Coordinate with a wide range of technology partners and distributors to submit deal registrations, obtain pricing, and generate accurate, detailed quotes and SOWs using quoting software and other resources.
• CRM/Sales Administration: Utilize our CRM software and other internal resources to assist sales with opportunity management, renewals and asset tracking, maintaining customer data, and report generation.
• Customer Success: Respond to inquiries from the account team or customers directly, answering questions, addressing concerns, providing product information, or engaging with the appropriate team or other points of contact for assistance. Maintain a “customer-first” mindset.
• Product Knowledge: Develop and maintain a fundamental understanding of our expansive technology portfolio. Gain familiarity with manufacturer and distributor partner portals and quoting tools to effectively support the sales process.

This is not a prospecting or outbound sales role. While you will interact with customers, your primary focus is internal support for revenue-generating teams.

QUALIFICATIONS

• Proven work experience in sales, sales support, or customer success roles within a technology company, preferably a VAR or IT consultant.
• Excellent written and verbal communication skills with the ability to express ideas and relay information clearly and professionally.
• Exceptional critical thinking and problem-solving skills.
• Ability to multitask, work independently, and effectively prioritize responsibilities in a remote environment.
• Proficiency in Microsoft Office and Google Workspace/G Suite applications.
• Experience with Salesforce, ConnectWise CPQ (Sell), Slack, or other team communication platforms is a plus.
• Bachelor’s degree (BA/BS) or equivalent practical experience
• Based in North Carolina (Triangle/Triad area is preferred, but not required)

In addition to the qualifications listed above, the ideal candidate for this position is coachable and motivated to grow with a rapidly expanding organization. They are resourceful, able to thrive in a fast-paced environment, and take initiative while staying aligned with team goals and upholding our organization’s core values.

BENEFITS

• 401(k) with employer matching
• Health, dental, and vision insurance
• Flexible PTO policy
• Work from home

$60k+ starting salary. Compensation will be commensurate with experience, skills, and the value you bring to the role.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  IT Services and IT Consulting

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