Sales Support and Deal Desk Specialist

Company Overview

We are a growing organization operating in the technology and industrial products space, supporting customers, vendors, and partners with hardware, software, and services solutions. Our sales teams move quickly and cover a wide range of products, projects, and customer needs, and we are building the infrastructure to help them sell more effectively without getting buried in administrative and quoting work.

This is a full-time exempt position. Work arrangement and travel expectations will be determined based on business needs.

The Sales Support & Deal Desk Specialist is a critical shared resource supporting multiple salespeople, business units, customers, vendors, and internal teams in a lean, fast-moving sales environment. This is not a quota-carrying sales role, and it is not a generic administrative assistant position.

The primary purpose of this role is to protect seller time by owning quote creation, proposal organization, opportunity hygiene, deal desk coordination, and sales-related follow-up — freeing sellers to focus on prospecting, uncovering new opportunities, building customer relationships, and closing business.

This person will prevent sellers from spending valuable selling time writing small transactional quotes, organizing replacement product requests, chasing part numbers, formatting proposals, or managing administrative sales follow-up. While technical product knowledge is helpful, organization, accuracy, quote writing, follow-through, and deal coordination are the most important qualifications for success in this role.

• Prepare, organize, and maintain customer quotes, proposals, and related sales documents.
• Assist sellers with quotes for hardware, software, services, supplies, consumables, accessories, replacement products, and project- based opportunities.
• Review quote requests for completeness, pricing accuracy, part numbers, quantities, margins, lead times, customer details, and supporting information.
• Coordinate with vendors, distributors, operations, and sales team members to gather pricing, availability, product details, and documentation.
• Help standardize quote and proposal formatting.
• Track open quotes and assist with quote follow-up visibility.

• Support opportunity creation, updates, and maintenance within the CRM or sales management system.
• Help ensure opportunities include accurate customer information, products, quantities, close dates, next steps, notes, and ownership.
• Assist with deal registration, pricing requests, special bid requests, approvals, and vendor/distributor coordination.
• Monitor opportunities for missing information, aging activity, stale close dates, incomplete next steps, and process gaps.
• Help keep the sales pipeline accurate, organized, and actionable.
• Prepare deal summaries, quote summaries, and opportunity details for internal review.

• Serve as a central intake point for sales support tasks that need organization, follow-up, or administrative execution.
• Support replacement product requests, reorder quotes, accessory quotes, consumable quotes, service quotes, and other transactional sales needs.
• Coordinate handoffs between sales, operations, purchasing, technical support, vendors, and leadership.
• Assist with customer forms, vendor forms, account setup documentation, credit applications, resale certificates, tax exemption documents, and related sales administration where applicable.
• Identify recurring process issues and recommend practical improvements.

• Communicate professionally with customers, vendors, distributors, partners, and internal stakeholders.
• Request missing information from sellers or customers when needed.
• Provide timely status updates on quotes, pricing requests, vendor responses, and outstanding action items.
• Ensure customer-facing sales documents are accurate, clear, and professionally presented.

• Maintain organized records of quotes, proposals, pricing requests, opportunity notes, customer information, and supporting documents.
• Assist with sales pipeline…