Customer Support

• Assist with Pricing and Deal workflows, prepare pricing and deal structure and master internal pricing tools
• Create, amend, and execute Order Forms; engage with client stakeholders to ensure Proposal Bill Of Materials are correct
• Create quotes: CPQ workflows, including converting CPQ into customer-facing quotes/documents
• Oversee and maintain CRM records including account consolidation, SID movements, and updating account, opportunity, contact, and lead level data
• Act as internal liaison for requests (Billing, DSO, Legal, Security Questionnaire, Collections/Credit Memos/Credit Check, Carrier Relations, Support Tix) and follow up through resolution
• Work with Deal Desk, Contracts, Legal, Pre-Sales, Security and other stakeholders to ensure smooth sales processes and accurate paperwork
• Provide customer support by joining customer calls with Account Executives to explain and present relevant aspects
• Prepare for sales meetings and conduct AE research (<10% of time)
• Create and maintain team-level tracker for cross-functional challenges and follow up with Regional Leader and frontline leadership to resolve them

Sales Support Specialist

Sales Support Specialist