
Engagement Team Specialist
Posted Sep 9

Posted Sep 9
This is a fully remote position, open to applicants in United States.
• Oversee the intake, qualification, and distribution of Salesforce opportunities.
• Collaborate with sales and operations teams to align client needs with the appropriate internal departments.
• Assign and route personnel to active pre-sales pipeline opportunities based on established criteria.
• Analyze, review, and interpret RFPs, manufacturer specifications, technical journals, and installation scopes.
• Extract critical project details and due dates.
• Identify and categorize local contracts, nationwide rollouts, and multi-site deployments.
• Utilize approved AI applications to evaluate extensive documents and determine opportunity suitability.
• Keep updated with the company's practice areas, organizational structure, and technologies.
• Conduct daily data entry, triage tasks, and troubleshoot issues.
• Adhere to deadlines and produce high-quality work under pressure with minimal supervision.
• High School Diploma or equivalent qualification.
• Valid Driver’s License.
• Proficiency in Salesforce, MS Word, MS Outlook, MS Excel, and MS Teams.
• Ability to identify problems, gather data, establish facts, draw accurate conclusions, and interpret mathematical or diagrammatic instructions.
• Strong written and verbal communication skills in English.
• Capability to effectively present technical information.
• Basic knowledge of wired and wireless data/voice networking.
• Fundamental understanding of physical security systems, including cameras, alarm panels, and door access control systems.
• Introductory knowledge of Audio Visual systems.
• Basic familiarity with local and commercial electrical services.
• Preferred: 2-year or 4-year college degree in Computer Science, Electrical Engineering, or Management Information Systems.
• Preferred: 1–3 years of experience with a systems integrator.
• Preferred: Experience in technical and proposal writing.
• Preferred: Current US Passport.
• Flexibility to work from home or from the office based on performance.
• Minimal travel required, only for occasional conferences or team meetings.
• Opportunities for career advancement.
• Commitment to equal opportunity employment.
Square One Insurance Services
Manulife
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