POSITION OBJECTIVE
Research solutions, required materials, and business impact to support AM and Professional Services in creating accurate proposals that drive customer success.
KEY RESPONSIBILITIES
- Create and maintain proposal templates.
- Prepare hardware, software, and service proposals for clients.
- Research solutions with input from other teams.
- Manage orders and relationships with vendors/distributors.
- Oversee license lifecycle: purchase, renewal, and expiration.
- Plan, coordinate, and track project tasks and deliverables.
- Prepare content for client review meetings (TBRs), coordinate schedules, and follow up on action items.
- Provide account management for small clients.
- Analyze quote pricing vs. competitors to optimize margins.
- Keep internal systems and tickets updated, assist with scheduling technicians and AM meetings.
- Ensure project documentation and files are accurate and organized.
- Deliver results on a timely basis.
- Assist with training and mentoring of team members.
- Stay current with IT and industry trends.
- Follow and promote company policies, procedures, and safety standards.
QUALIFICATIONS & SKILLS
- Degree in a business-related field.
- Vendor-related sales certifications (preferred).
- Basic knowledge of IT sales processes, hardware, software, and accounting systems (technical expertise not required).
- Strong organizational, project management, and prioritization skills.
- Excellent written and verbal communication.
- Problem-solving and self-learning abilities.
- Customer service and growth mindset.
- Ability to work independently and collaboratively.
- Attention to detail, confidentiality, and professionalism.
- Sense of urgency and delivery of quality results.
KEY PERFORMANCE INDICATORS (KPIs)
- Proposal Quality: Accuracy, completeness, and timely delivery.
- Order Management: Correct and efficient order processing.
- Vendor Management: Strong relationships and improved wholesale pricing.
- Financial Accuracy: Invoicing and accounts receivable aligned with company standards.
- Gross Margin: Consistent and satisfactory across all proposals.
- Client & Team Satisfaction: Positive feedback and relationships.
- Goal Achievement: Meeting targets set by Director and Operations Manager.
- Compliance: Following company policies and safety standards.
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