Sales Support Manager

HBK IT, LLC; United States; Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Bonuses and referrals

Open PTO policy

Flexible work environment

401(k) with company match

Medical, dental, and vision insurance

Company paid life insurance

9 paid holidays

Annual performance reviews

Job summary

HBK IT, LLC is seeking a detail-oriented Sales Operations Manager to support its managed IT services. You will link sales, technical, finance and client service teams, ensuring opportunities move smoothly from engagement to contract and ongoing account management.

The ideal candidate has 3+ years in sales or business operations, experience with MSPs or IT services, and strong communication, CRM, and licensing management skills to drive efficient service delivery.

Qualifications

• 3+ years of experience in sales operations, business operations, technology services, or a related administrative role.

Responsibilities

• Generate professional proposals for Managed IT Services engagements, ensuring accuracy, completeness, and alignment with client requirements.
• Manage the opportunity lifecycle from initial entry through proposal, approval, and conversion.
• Maintain accurate opportunity records, documentation, and reporting within CRM and internal systems.
• Coordinate with sales, technical, and leadership teams to ensure smooth transitions from sales opportunities into client onboarding.
• Serve as the primary point of contact for Microsoft 365 licensing management, including additions, removals, and ongoing license optimization.
• Place, track, and manage hardware, software, and licensing orders from initial request through delivery.
• Coordinate shipping and receiving activities, ensuring equipment is properly tracked and delivered.
• Oversee renewals for SSL certificates, firewalls, and other critical technology services to ensure uninterrupted client operations.
• Monitor vendor timelines, pricing, and fulfillment status.
• Perform live adjustments to managed service agreement quantities as client changes are reported.
• Maintain accuracy of service agreements, licensing quantities, and recurring billing information.
• Identify and resolve invoicing discrepancies in coordination with finance and client teams.
• Report monthly SPLA usage and ensure accurate licensing compliance.
• Assist with financial reporting activities, including credit card expense reporting and reconciliation.

Skills

Sales operations

Attention to detail

Multitasking

Communication

Process improvement

Tools

CRM systems

Microsoft 365

Vendor portals

Business applications

Job description

In 1986, Robert L. Nelson founded the information systems consulting firm of R.L. Nelson and Associates, Inc. (RLN) to serve businesses in the Pittsburgh, Pennsylvania area. RLN grew steadily over the years, delivering quality services to multinational Fortune 500 companies and many other privately and publicly held businesses throughout the eastern United States. In 2007, RLN joined forces with Vertical Solutions, a Pittsburgh-based IT services firm, to create Vertilocity – an R.L. Nelson and Associates Company. The combined service offering and expertise spurred additional growth, and the company opened a new office outside of Denver, Colorado in 2012. In 2021, Vertilocity joined HBK, where they found shared values around client relationships and service. Vertilocity now has locations in North Carolina, Colorado, New Jersey, and Pennsylvania as well as team members around the country. Continued growth requires talent, so we continue to seek capable, dedicated professionals in different capacities across our family of companies. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. Please read on to discover if you see yourself joining our team.

Position Summary

We are seeking a detail-oriented and highly organized Sales Support Manager to support our growing Managed IT Services organization. This role will serve as a critical link between our sales, technical, finance, and client service teams by ensuring opportunities move efficiently from initial engagement through contract execution and ongoing account management. The ideal candidate is process-driven, comfortable working across multiple systems, and able to manage competing priorities while delivering an exceptional experience for both internal teams and clients. This position requires strong communication skills, attention to detail, and the ability to manage the operational aspects that support a successful managed services business.

Required Qualifications

• 3+ years of experience in sales operations, business operations, technology services, or a related administrative role.
• Experience supporting a Managed Service Provider (MSP), IT services organization, or technology company preferred.
• Strong organizational skills with exceptional attention to detail.
• Ability to manage multiple priorities, deadlines, and stakeholders.
• Excellent written and verbal communication skills.
• Comfortable working with CRM systems, Microsoft 365, vendor portals, and business applications.
• Strong problem-solving skills and a proactive approach to identifying process improvements.

Preferred Qualifications

• Familiarity with Microsoft licensing programs and cloud services.
• Understanding of Managed IT Services agreements, recurring revenue models, and technology procurement processes.
• Experience coordinating hardware/software orders and vendor relationships.
• Experience working with billing, contracts, or financial reconciliation processes.

Key Responsibilities

• Generate professional proposals for Managed IT Services engagements, ensuring accuracy, completeness, and alignment with client requirements.
• Manage the opportunity lifecycle from initial entry through proposal, approval, and conversion.
• Maintain accurate opportunity records, documentation, and reporting within CRM and internal systems.
• Coordinate with sales, technical, and leadership teams to ensure smooth transitions from sales opportunities into client onboarding.
• Serve as the primary point of contact for Microsoft 365 licensing management, including additions, removals, and ongoing license optimization.
• Place, track, and manage hardware, software, and licensing orders from initial request through delivery.
• Coordinate shipping and receiving activities, ensuring equipment is properly tracked and delivered.
• Oversee renewals for SSL certificates, firewalls, and other critical technology services to ensure uninterrupted client operations.
• Monitor vendor timelines, pricing, and fulfillment status.
• Perform live adjustments to managed service agreement quantities as client changes are reported.
• Maintain accuracy of service agreements, licensing quantities, and recurring billing information.
• Identify and resolve invoicing discrepancies in coordination with finance and client teams.
• Report monthly SPLA usage and ensure accurate licensing compliance.
• Assist with financial reporting activities, including credit card expense reporting and reconciliation.

What Success Looks Like

The Sales Operations Manager will help create a seamless experience from the first sales conversation through ongoing client service delivery. This role will improve operational efficiency, ensure accuracy across agreements and licensing, and enable our sales and technical teams to focus on delivering exceptional technology solutions to our clients.

BENEFITS WE OFFER:

• Competitive Compensation.
• Lucrative New Business & Employee Referral Bonuses.
• Anniversary Bonus.
• Open Paid-time-off Policy.
• We provide a flexible work environment to offer work/life balance.
• 401(k) plan with company match and Safe Harbor Contributions.
• Medical, dental, and vision insurance.
• Company Paid Life Insurance.
• 9 Paid holidays.
• Annual Performance Reviews.
• And Much More…

Vertilocity provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Our Work Experience is the combination of everything that’s unique about our culture, our core values, our company meetings, our commitment to success, our recognition programs, but most importantly, it’s our people. Our employees are self-disciplined, hardworking, curious, trustworthy, humble and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in our area.