Sales Support Specialist; Inside Sales & Sales Operations

Summary

The Sales Support Specialist supports UDI's sales team by managing the operational and administrative work that keeps deals moving. This role owns quoting and order processing tasks, maintains CRM accuracy, coordinates internal handoffs, and serves as a key point of contact between sales, vendors/partners, and internal teams. You'll be measured on timeliness, accuracy, follow-through, and your ability to keep the sales cycle organized.

• Prepare and process quotes for software, hardware, professional services, and support/renewals
• Manage sales documentation: SOWs, POs, contracts, licensing paperwork, and authorizations
• Maintain CRM hygiene (contacts, companies, deal stages, notes, tasks, close dates, required fields)
• Coordinate internal handoffs between Sales, Sales Engineering, Service Delivery, and Finance
• Track deal status and keep stakeholders informed (what's needed, by when, next steps)
• Execute partner processes such as deal registrations and vendor program requirements
• Support RFPs/proposals by coordinating inputs, timelines, and submission requirements (as assigned)
• Identify and recommend improvements to templates, checklists, and repeatable Sales processes

• Consistently turns quotes and sales documents within agreed SLAs
• Improves CRM completeness/accuracy and reduces "stalled" deals due to missing information
• Establishes a reliable quoting/order checklist and cadence with Sales + Ops teams
• Helps submit proposals/RFPs on time with clean, complete requirements coverage (when applicable)

• Highly organized and detail-oriented; thrives on managing multiple moving parts
• Strong written and verbal communication; can set clear expectations and follow up professionally
• Able to prioritize quickly based on urgency and revenue impact
• Comfortable working across teams and escalating blockers early
• Process-minded: enjoys templates, checklists, and continuous improvement
• Customer-service mindset (internal + external)

• 2+ years in sales support, inside sales, sales ops, administration, or customer operations
• Experience with CRM (Hub Spot, Salesforce, or similar) and quoting/order workflows a plus
• Strong proficiency with Microsoft 365 (Outlook, Excel, Word); proposal/quote tools a plus
• Experience with vendor/distributor portals, deal reg, licensing, or renewals is a plus
• IT/MSP, Cybersecurity, or B2B services experience preferred but not required

• Reports to:
  
  Director of Marketing
• Works closely with:
  Sales, Sales Engineering, Service Delivery, Finance, Vendors/Partners