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Sales Support Specialist
2 days ago
Job Summary:
The Sales Support Specialist will collaborate with Account Executives, Sales Engineers, and Estimations Managers/Directors during the pre-sales process for opportunity types such as Request for Proposal (RFP), Design-Build, Box Sales, and Change Orders. The Sales Support Specialist will be part of the enterprise network of administrative support within Sales Support Group. The Sales Support Specialist will be responsible for completing assigned tasks to assist the AE and/or SSG team with bid responses, proposal formatting, qualification documentation, D365 administration, conversion through contract administration, etc.
Primary Duties and Responsibilities:
Support for Account Executives, Sales Engineers, and Estimations Managers/Directors
Assist with bid sheet pricing for opportunity, project, and box sale quotes
Setup and/or reformat standard proposal template
Reformat and upload BOM into Experlogix (pricing tool/database)
Export BOM from Experlogix and complete bid sheet
Verify bid sheet totals match Experlogix totals
Identify errors in bid sheet including consultant calculations and/or BOM discrepancies
Verify and update part numbers to match Experlogix database
Assist with equipment quote requests and deal registrations when needed
Follow-up and coordination with vendors regarding pricing and lead times
Document and submit new product DIVID request form when needed
Provide CRM configuration support
Administer supplier/vendor pre-qualifications portals
Provide qualification documentation support
Provide project/client reference
Provide project team bios and certifications
Assist with bond/surety requests
Assist with certificate of insurance requests
Create and assist with documentation storage within DPC
Review and entry of quotes submitted by Sales
Attend bid launches as needed with estimating team and partner departments using Microsoft Teams and Smartsheet’s
Required/Desired Knowledge, Experience and Skills:
High School Diploma or 5+ years in administrative support role
Experience with order entry and customer order tracking with vendors
Ability to multi-task in an energetic environment
Extraordinarily detailed and committed to quality
Exceptionally organized and able to prioritize
Strong oral and written communicator
Proficient in Microsoft Office suite (Excel, Word, OneNote, Teams, D365)
Experience with Adobe PDF
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