Managed Solution

Sales

• Generating Sales Opportunities through Partner Engagement
• Conduct partner outreach through calls, email, and event invitations, with goal of setting purposeful meetings for yourself, the Channel Manager, and Sales Executives, with the goal of increasing Managed Solution’s strategic pipeline.
• Meet with partners to strengthen relationships and uncover new opportunities.
• Take ownership of inbound lead emails from the channel inbox, responding and qualifying inbound channel leads promptly, converting inquiries into qualified opportunities for the sales team through exceptional relationship management and a strong understanding of Managed Solution’s products/services and value proposition.
• Log all outreach activities (calls, emails, meetings booked) in HubSpot CRM for visibility and accountability.
• Partner Onboarding Effectively onboarding new channel partners, including introductions, resource delivery, internal notifications, and welcome communications.
• Assist with partner documentation, contract coordination, and program enrollment processes.
• Ensure partners understand how to engage, who to contact, and how to access tools and resources
• Partner Enablement & Training Assist in planning and executing partner enablement initiatives, including onboarding sessions, product education, and partner playbooks.
• Help coordinate lunch-and-learns, virtual training, and partner workshops.
• Support logistics including scheduling, communications, and follow-up engagement.
• Support Partner Marketing, Webinars & Events Contribute to development and distribution of partner-focused content and co-branded collateral.
• Support webinar logistics, partner invitations, and outreach via email and calls.
• Support Channel Program Execution Provide effective, accurate, and friendly administrative support for the channel partner program, building rapport and relationships that result in increased engagement and sales opportunities for Managed Solution and our Channel Partners.
• Maintain accurate partner records, enablement plans, and engagement metrics in HubSpot CRM.
• Assist in tracking partner-sourced activities and pipeline development.
• Contribute to the development of partner growth plans with internal stakeholders.
• Identify partner feedback themes and escalate trends.
• Support Partner Engagement Build rapport with partner contacts, deepen trust through consistent communication, and proactively identify ways to add value.
• Schedule and coordinate partner meetings, briefings, and touchpoints on behalf of the Channel Manager and Sales team through phone call and email outreach.
• Maintain accurate partner information and engagement activity in CRM systems.
• Success in this Role Includes: Exceed the required Partner-generated pipeline quotas assigned. Responsive, accurate support to partner inquiries. Smooth onboarding and consistent partner engagement touchpoints. Increased partner participation in enablement sessions and events. Clear communication and effective coordination between partners and internal teams. Accurate partner activity tracking and CRM hygiene. Strong collaboration with Sales, Marketing, and the Channel Manager. Development of a strong understanding of Managed Solution’s core services/products and demonstrate the ability to effectively articulate our value proposition. Other Projects: Additional responsibilities as assigned by Channel Manager or Director of Sales may include providing sales admin support at the opportunity level, assisting with channel-focused projects, or activities that support direct sales pipeline growth.

Channel Sales Specialist