XaaS Solutions Specialist; Remote
Yonkers, Westchester County, New York, 10701, USA
Listed on 2026-07-03
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Sales
CRM System, Customer Success Mgr./ CSM
Who You Are
You are a highly organized, customer-focused professional who thrives in a fast-paced sales environment. You excel at managing multiple priorities simultaneously while maintaining exceptional attention to detail and accuracy. You enjoy supporting revenue-generating teams, building strong relationships with partners and vendors, and ensuring a seamless experience for customers throughout the sales lifecycle. You communicate effectively with both internal and external stakeholders, proactively solve problems, and take ownership of your work from initiation through completion.
You are analytical, resourceful, and committed to helping your team achieve success while delivering outstanding customer experiences.
As a XaaS Solutions Specialist, you will play a critical role in supporting revenue growth by providing administrative coordination, quote and order management, vendor engagement, and customer support throughout the sales lifecycle. You will serve as a key liaison between customers, carrier partners, vendors, and internal sales teams, ensuring opportunities move efficiently from initial quote through installation and activation. Your ability to manage details, maintain accurate records, and coordinate across multiple stakeholders will directly contribute to customer satisfaction and business growth.
This role directly impacts sales productivity, operational efficiency, customer retention, and revenue performance. You will help drive successful outcomes by ensuring processes run smoothly, communications remain clear, and customer needs are addressed promptly.
- Sales Support & Coordination
- Assist Account Executives and Sales Consultants with day-to-day sales activities.
- Coordinate prospect meetings, teleconferences, customer reviews, and ongoing communications.
- Prepare, create, and deliver professional sales proposals, presentations, and RFP responses.
- Generate quotes, sales presentations, sales orders, and contract documentation for customers and internal stakeholders.
- Maintain accurate opportunity data and ensure CRM records remain current and complete.
- Vendor & Partner Management
- Establish and cultivate strong working relationships with vendor and supplier partners.
- Coordinate pricing, promotions, and product availability with telecom carriers and technology providers.
- Submit pricing requests and compile responses into quote comparison analyses.
- Assist with vendor registrations and onboarding requirements for new opportunities.
- Communicate vendor support and escalation paths to customers when needed.
- Order & Revenue Management
- Process and track customer orders from submission through installation and activation.
- Record closed sales and maintain accurate revenue data within CRM systems.
- Assist with monthly revenue tracking and financial reporting activities.
- Support contract renewals, service upgrades, and agreement modifications.
- Customer Support
- Serve as a point of contact for customer inquiries related to quotes, orders, and services.
- Provide timely status updates and coordinate issue resolution with vendors and internal teams.
- Support scheduling and execution of customer calls, business reviews, and ongoing account activities.
- Administrative & Operational Support
- Maintain documentation related to contracts, proposals, and customer records.
- Assist with reporting, forecasting support, and sales performance tracking.
- Support process improvement initiatives that enhance operational efficiency and customer experience.
- Perform additional duties and special projects as assigned.
- 2+ years of experience in sales support, telecommunications, technology services, customer success, or a related role.
- Experience supporting a sales organization in a fast-paced, customer-facing environment.
- Strong organizational skills with exceptional attention to detail.
- Excellent written, verbal, and presentation communication skills.
- Experience working with CRM platforms and sales management tools.
- Ability to manage multiple priorities while meeting deadlines.
- Strong analytical and problem-solving capabilities.
- Proven ability to build relationships with…
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