Sales Operations Specialist

This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Generate precise quotes for software, cloud subscriptions, hardware, support, renewals, and associated professional services.

• Collaborate with Account Executives, Solution Architects, Engineers, and technical resources to verify solution configurations, product SKUs, quantities, pricing, licensing terms, and customer specifications.

• Manage vendor and distributor pricing, availability, special pricing, deal registrations, licensing details, and order requirements.

• Oversee and monitor customer orders from approval through to vendor/distributor submission, fulfillment, provisioning, shipping, and finalization.

• Ensure accurate maintenance of customer, quote, order, subscription, renewal, and product data within CRM and other business systems.

• Handle and track software, support, maintenance, and subscription renewals; create renewal quotes and coordinate prompt follow-up with sales teams and clients.

• Assist in the administration of Microsoft and Citrix partner programs, including renewals, product registrations, customer associations, CPOR, PAL, deal registrations, incentive-related documentation, and other vendor requirements.

• Work with Account Executives, Solution Architects, Engineers, vendors, distributors, and internal operations teams to ensure customer solutions are accurately quoted, ordered, documented, and finalized.

⛳️ Requirements

• Minimum of 2 years of experience in sales operations, sales support, order management, renewals, customer success operations, licensing operations, purchasing, or a comparable B2B technology role.

• Experience in supporting sales for software, cloud, SaaS, managed services, hardware, IT solutions, or technology resellers is highly preferred.

• Proven experience in creating, reviewing, or processing quotes, purchase orders, sales orders, renewals, subscriptions, or vendor/distributor transactions.

• Exceptional attention to detail and proficient management of data, pricing, product configurations, dates, documentation, and customer information.

• Strong verbal and written communication skills.

• Excellent organizational skills, prioritization, and follow-through in a dynamic environment with multiple simultaneous deadlines.

• Ability to identify problems, ask relevant questions, drive issues to resolution, and keep stakeholders updated.

• Proficiency with Microsoft Excel, Outlook, Teams, Word, and other Microsoft 365 applications.

• Familiarity with CRM, PSA, ERP, CPQ/quoting, ticketing, or order management systems; Salesforce experience is a bonus.

• Capacity to manage confidential customer, pricing, licensing, and business data with professionalism.

🏝️ Benefits

• Hybrid remote work arrangement.

• Full-time employment.