Sales Support, Strategic Accounts

The Strategic Accounts Sales Support Specialist plays a critical role in supporting our Strategic Account Managers and sales teams by driving operational excellence, ensuring accurate quoting and booking processes, and enhancing customer satisfaction.

• This role is responsible for managing pre-sales activities, booking coordination, forecasting support, and dispute resolution, while maintaining strong internal and external relationships.
• Pre-Sales Support:
  Maintain and update Smartsheet with current project details including naming conventions, assignments, and status.
• Review customer requests for completeness and follow up on missing documentation or drawings.
• Create and manage opportunities in Salesforce.
• Initiate Salesforce cases for Global Center of Excellence (GCoE) and site surveys.
• Generate timely and accurate quotes and estimates for assigned accounts, including change orders.
• Participate in internal and external meetings to ensure quoting accuracy.
• Assist in collecting required customer documentation.
• Booking Coordination:
  Obtain customer approvals or purchase orders and follow up as necessary.
• Review and create Compass estimates. Secure internal approvals and resolve booking holds.
• Attend meetings to ensure smooth and accurate booking processes.
• Sales Forecasting:
  Maintain updated opportunities in Salesforce to support accurate forecasting.
• Collaborate with Strategic Account Managers to support forecasting efforts.
• Billing Dispute Resolution:
  Address and resolve billing disputes efficiently to maintain customer satisfaction.
• Customer Engagement:
  Conduct monthly reviews with customer contracting teams and internal stakeholders to discuss renewals, issues, and updates.
• Support Strategic Account Managers in preparing quarterly customer reviews.
• Internal
  
  Collaboration:
  
  Align with transactional teams to support reporting, process improvements, contract modifications, inspection scheduling, and billing resolution.
• Provide backup support for the Sales Support Case Queue and additional accounts as needed.

• Entrepreneurial mindset with strong leadership and team collaboration skills.
• Ability to analyze processes, identify root causes, and recommend solutions.
• Strong organizational skills and attention to detail; able to work independently.
• Excellent interpersonal and communication skills with a customer-focused attitude.
• Ability to prioritize tasks based on business impact.
• Proven ability to influence cross-functional teams and drive results.
• Experience with Service Management software and financial systems.
• Previous experience as a Sales Administrator or Sales Support Specialist.
• Understanding of sales performance metrics and forecasting.
• Ability to manage multiple tasks under tight deadlines.