Net at Work

Administration

• Create and maintain Leads and Opportunities in CRM.
• Ensure CRM records are complete, accurate, and up to date throughout the sales cycle.
• Assist Account Executives with CRM updates, data entry, and sales administration requests.
• Monitor opportunity progression and follow up on missing information required for processing.
• Support CRM data quality initiatives and ensure compliance with company processes.
• Prepare and process customer quotes.
• Review documentation for completeness and accuracy before submission.
• Validate pricing, products, customer information, and supporting documentation.
• Coordinate with Sales, Finance, and Operations to resolve order-related issues.
• Track orders through completion and communicate status updates as needed.
• Prepare customer-facing sales documents, including Statements of Work (SOWs), agreements, and order documentation.
• Send documents for electronic signature using Adobe Acrobat Sign.
• Monitor signature status and follow up with internal teams and customers when necessary.
• Maintain organized electronic records of executed agreements.
• Serve as a primary administrative resource for the Sage X3/500 sales team.
• Coordinate with internal departments to facilitate timely processing of customer transactions.
• Support month-end and quarter-end sales activities, ensuring deadlines are met.
• Assist with reporting, sales metrics, and administrative projects as assigned.
• Identify opportunities to improve sales administration processes and increase efficiency.
• Support automation initiatives and adoption of best practices.
• Maintain documentation of standard operating procedures.

Sales Administrator

Technical Account Manager

• Act as the client advocate and ensure that client’s are receiving a positive digital employee experience
• Execute the client experience and sales strategies on a day-to-day basis
• Cultivate and strengthen relationships with our existing client base with the goal of becoming a trusted advisor.
• Provide support for immediate client needs, order and quote administration, and follow-up for client fulfillment.
• Interact with the Engineering team for appropriate support.
• Facilitate appointments and quarterly business reviews with existing clients to review products/services and identify opportunities
• Ensure customer health by managing client accounts receivable, tracking revenue risk, and acting as the primary escalation point for clients
• Participate in planning, driving attendance, and executing marketing activities including Webinars, Seminars, and other Client events.
• Manage the sales cycle for product and service opportunities within the existing client base.
• Achieve inside sales quotas and goals by maintaining a solid continuous pipeline
• Deliver and regularly report on client health status and revenue forecasts
• Maintain all client documentation and CRM information
• Create SOWs and design technical solutions for professional service and recurring sales that are under $20k or are standardized

Billing Specialist

• Manage daily services billing operations, including time & materials, fixed fee, and recurring billing
• Actively participate in billing activities, including invoice review, adjustments, and issue resolution
• Support mid-month and month-end billing cycles to ensure timely and accurate invoice generation
• Review invoices, credits, and adjustments for accuracy and alignment with contracts
• Lead and support a small team of billing specialists, including workload management and coaching
• Help ensure team adherence to billing timelines and internal SLAs
• Serve as a point of escalation for billing questions and issues
• Partner with Project Managers and Operations to resolve billing discrepancies and ensure alignment with project activity
• Monitor time entry and approval status, following up as needed to support timely billing
• Provide visibility into unbilled activity and open items impacting billing
• Assist with monthly reviews of billed and unbilled activity
• Support investigation of variances between billing data and financial reporting
• Partner with Finance to provide detail and context on billing-related items as needed
• Identify opportunities to improve billing processes and reduce manual effort
• Support PSA/ERP systems (e.g., Changepoint, Intacct) related to billing activities
• Help ensure consistency and accuracy in billing workflows and documentation

Billing Operations Supervisor

Account Executive

• Meet or exceed monthly, quarterly, and annual sales goals
• Generate revenue growth from existing clients and newly converted accounts
• Maintain a robust pipeline of opportunities with clear next steps and timelines
• Ensure timely and accurate updates in CRM to support forecasting and pipeline health
• Research and identify organizations currently using our supported products but not yet working with us
• Engage, qualify, and convert these organizations to active service clients
• Expand our footprint within existing accounts through upsell, cross-sell, and expansion efforts
• Collaborate with clients to develop mutual success plans that align our services with their strategic objectives
• Conduct initial discovery calls to uncover client needs and pain points
• Deliver standard product demonstrations or coordinate deep-dive demos with technical specialists
• Work collaboratively with our Client Experience and Account Management team to identify further opportunities
• Stay informed on the products we support, industry trends, and competitive positioning
• Partner effectively with Solution Engineers, Customer Success Managers, and Account Managers
• Provide accurate weekly/monthly sales forecasts and client account updates

Senior Client Sales Executive, Sage X3

Sales

• Lead, coach, mentor, and develop a high-performing IT sales team.
• Own the Managed IT Services sales forecast and provide accurate pipeline and revenue projections.
• Drive new client acquisition and recurring revenue growth through Managed IT Services solutions.
• Develop and execute sales strategies aligned with company growth objectives.
• Lead weekly pipeline, forecast, and deal strategy meetings.
• Coach Account Executives through all phases of the sales cycle.
• Establish performance expectations and monitor KPIs.
• Partner with Sales Engineering to develop customer-focused technical solutions.
• Collaborate with Marketing, Professional Services, Delivery, Customer Success, and Executive Leadership.
• Monitor sales metrics, forecast accuracy, and pipeline health.
• Ensure CRM data integrity and sales process adherence.
• Recruit, onboard, mentor, and retain top-performing sales talent.
• Provide regular business updates and strategic recommendations to executive leadership.

Sales Manager – Managed Services

• Lead, coach, and inspire a high-performing sales team across the U.S. and Canada to consistently achieve and exceed sales targets
• Develop and implement strategic plans to drive new business revenue, with a focus on manufacturing, food, and construction
• Manage the end-to-end sales pipeline, from lead generation through contract negotiation and closing
• Deliver compelling and customized product demonstrations that resonate with clients in the manufacturing, construction, and food and beverage sectors
• Collaborate closely with marketing and sales management to identify and target key market segments
• Own the forecasting and reporting of new business revenue, ensuring accuracy and strategic insights

Sales Manager

Learning and Development

• Develop and deliver instructor-led, virtual, and self-paced training programs for employees.
• Create engaging learning materials including presentations, job aids, quick reference guides, videos, process documentation, and knowledge articles.
• Support employee adoption of business systems including ticketing platforms, HR systems, collaboration tools, and operational applications.
• Translate system updates, process changes, and business requirements into clear learning content.
• Conduct platform walkthroughs, testing, and hands-on exploration to understand workflows and user experiences before developing training materials.
• Facilitate new system launches, enhancements, and adoption initiatives.
• Assist with AI enablement efforts by developing and delivering foundational AI learning content and best practices.
• Maintain and update training materials to ensure content remains accurate and current.
• Partner with subject matter experts to gather information and validate training effectiveness.
• Support employee onboarding and ongoing learning initiatives related to business systems and technology tools.
• Track participation, feedback, and adoption metrics to continuously improve learning programs.