Sales Quoting & CRM Specialist - Inside Sales & Ops

Universal Data Inc; New Orleans (LA); On-site; USD 45,000 - 65,000; Full time

Job summary

Universal Data Inc in New Orleans is seeking a Sales Support Specialist to streamline deal flow. You will own quoting and order processing for software, hardware, and services, and maintain CRM accuracy while coordinating handoffs between sales, finance, and delivery teams.

The role emphasizes timely, accurate documentation, proactive communication, and continuous process improvement using templates and SOPs.

Qualifications

• 2+ years in sales support, inside sales, sales ops, administration, or customer operations.
• Experience with CRM (HubSpot, Salesforce, or similar) and quoting/order workflows a plus
• Strong proficiency with Microsoft 365 (Outlook, Excel, Word); proposal/quote tools a plus
• Experience with vendor/distributor portals, deal reg, licensing, or renewals is a plus
• IT/MSP, Cybersecurity, or B2B services experience preferred but not required

Responsibilities

• Prepare and process accurate quotes for software, hardware, services, and renewals.
• Manage all sales documentation, including SOWs, POs, contracts, licensing, and vendor authorizations.
• Maintain clean, complete, and up-to-date CRM records (contacts, companies, tasks, notes, close dates).
• Coordinate internal handoffs between Sales, Sales Engineering, Service Delivery, and Finance - ensuring nothing slips through the cracks.
• Track deal progress and proactively communicate updates, requirements, blockers, and next steps.
• Handle partner program workflows such as deal registrations and vendor compliance requirements.
• Support RFPs and proposals by coordinating inputs, timelines, and submission materials (as assigned).
• Improve and refine templates, checklists, and repeatable inside sales processes to increase efficiency and consistency.

Skills

CRM proficiency

Microsoft 365

Quote processing

Cross-functional coordination

Documentation

Tools

HubSpot

Salesforce

Job description

Universal Data Inc in New Orleans is seeking a Sales Support Specialist to streamline deal flow. You will own quoting and order processing for software, hardware, and services, and maintain CRM accuracy while coordinating handoffs between sales, finance, and delivery teams.

The role emphasizes timely, accurate documentation, proactive communication, and continuous process improvement using templates and SOPs.