Pre-Sales Support Specialist

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The Pre-Sales Support Specialist plays a critical role in supporting the sales organization by coordinating vendor pricing and developing accurate, compliant non-integration quotes. This role is responsible for collecting and analyzing pricing and availability data, managing vendor interactions, and producing high-quality quotes that enable efficient deal execution.

The Specialist works closely with Account Executives to improve response time, enhance quote accuracy, and support margin discipline, while ensuring a high level of service and responsiveness.

• Partner with Account Executives to support pre-sales activities and quote development
• Clarify request requirements and objectives to ensure accurate execution
• Provide proactive updates on request status, timelines, and next steps
• Maintain a solutions-oriented approach, particularly when managing urgent or complex requests
• Source pricing from multiple vendors (minimum of three where applicable)
• Collect and document key data, including pricing, availability, lead times, freight, and quote validity
• Evaluate vendor options and recommend the most effective solution based on cost, timeline, and vendor alignment
• Manage vendor deal registrations, including submission, tracking, and documentation within Net Suite

• Ensure all quotes include correct products, quantities, pricing, lead times, and validity dates
• Identify and propose alternative solutions when constraints arise (e.g., substitutions, alternate vendors, phased delivery)
• Present multiple quote options when appropriate, outlining trade-offs related to cost, availability, and timelines

• Manage incoming requests through established intake and tracking processes
• Meet defined service level agreements (SLAs) and communicate risks proactively
• Maintain accurate and complete documentation in Net Suite
• Collaborate with procurement to share vendor performance insights and recurring issues

This role supports pre-sales execution but does not include:

• Engineering or solution design responsibilities
• Sales forecasting, opportunity strategy, or final deal decisions

• 2–5+ years of experience in pricing, quoting, sales support, procurement, or sales operations
• Strong organizational and time management skills, with the ability to manage high volumes of work
• Excellent written and verbal communication skills
• Strong attention to detail and accuracy

• Experience working with ERP or CRM systems (e.g., Net Suite)
• Experience coordinating with vendors or suppliers
• Familiarity with technology products or distribution environments

• Ability to prioritize and execute in a fast-paced environment
• Strong problem-solving and critical thinking skills
• Proactive communication and stakeholder management
• Customer service mindset with a focus on responsiveness and quality
• Ability to manage competing deadlines and shifting priorities
• Collaborative interaction with sales teams, vendors, and internal departments
• May require handling multiple concurrent requests with varying levels of complexity

Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.