Sales Support Specialist (Inside Sales & Sales Operations)

New Orleans, LA - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Summary

The Sales Support Specialist supports UDIs sales team by managing the operational and administrative work that keeps deals moving. This role owns quoting and order processing tasks maintains CRM accuracy coordinates internal handoffs and serves as a key point of contact between sales vendors/partners and internal teams. Youll be measured on timeliness accuracy follow-through and your ability to keep the sales cycle organized.

What youll own (day-to-day)

Prepare and process quotes for software hardware professional services and support/renewals
Manage sales documentation: SOWs POs contracts licensing paperwork and authorizations
Maintain CRM hygiene (contacts companies deal stages notes tasks close dates required fields)
Coordinate internal handoffs between Sales Sales Engineering Service Delivery and Finance
Track deal status and keep stakeholders informed (whats needed by when next steps)
Execute partner processes such as deal registrations and vendor program requirements
Support RFPs/proposals by coordinating inputs timelines and submission requirements (as assigned)
Identify and recommend improvements to templates checklists and repeatable Sales processes

What success looks like (first 60-90 days)

Consistently turns quotes and sales documents within agreed SLAs
Improves CRM completeness/accuracy and reduces stalled deals due to missing information
Establishes a reliable quoting/order checklist and cadence with Sales Ops teams
Helps submit proposals/RFPs on time with clean complete requirements coverage (when applicable)

Core competencies

High organized and detail-oriented; thrives on managing multiple moving parts
Strong written and verbal communication; can set clear expectations and follow up professionally
Able to prioritize quickly based on urgency and revenue impact
Comfortable working across teams and escalating blockers early
Process-minded: enjoys templates checklists and continuous improvement
Customer-service mindset (internal external)

Requirements

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

Reporting & Relationships

Reports to: Director of Marketing
Works closely with: Sales Sales Engineering Service Delivery Finance Vendors/Partners

Required Experience:

SummaryThe Sales Support Specialist supports UDIs sales team by managing the operational and administrative work that keeps deals moving. This role owns quoting and order processing tasks maintains CRM accuracy coordinates internal handoffs and serves as a key point of contact between sales vendors/...