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 personnel to validate solution configurations, product SKUs, quantities, pricing, licensing terms, and customer needs.

• Organize vendor and distributor pricing, availability, special pricing, deal registrations, licensing details, and order specifications.

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

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

• Oversee and track software, support, maintenance, and subscription renewals; generate renewal quotes and facilitate timely follow-up with the sales team and clients.

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

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

⛳️ Requirements

• Minimum of 1 year of experience in sales operations, sales support, order management, renewals, customer success operations, licensing operations, purchasing, or a related B2B technology role.

• Preference for candidates with experience in supporting software, cloud, SaaS, managed services, hardware, IT solutions, or technology-reseller sales.

• Familiarity with creating, reviewing, or processing quotes, purchase orders, sales orders, renewals, subscriptions, or vendor/distributor transactions.

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

• Strong written and verbal communication abilities.

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

• Capability to identify issues, ask relevant questions, drive resolutions, and keep stakeholders informed.

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

• Experience with CRM, PSA, ERP, CPQ/quoting, ticketing, or order-management systems.

• Ability to professionally manage confidential customer, pricing, licensing, and business information.

🏝️ Benefits

• Fully remote work arrangement.

• Full-time employment.