Sales Administrator

Connect On is seeking a highly organized, proactive and detail-oriented Sales Administrator to join our fast-growing team. Reporting directly to Sales Leadership, this pivotal role provides critical operational support to the sales organization. The Sales Administrator will drive administrative efficiency, enhance internal coordination and help ensure that both prospects and customers experience the professionalism and responsiveness that define Connect On’s brand.

This is a dynamic, full-time position ideal for someone who thrives in a fast-paced, collaborative environment and is passionate about technology, customer experience and operational excellence.

Responsibilities

• Execute and manage assigned tasks, workflows and communications within the Connect Wise Manage platform (Manage).
• Process sales-related administrative tasks and sales-related invoice entries in Manage.
• Create, manage and distribute weekly sales reporting (e.g., pipeline metrics, lead conversion, activity dashboards).
• Support the generation and submission of sales quotes
  , order forms and associated documentation.
• Assist in the coordination and preparation of RFP/RFI responses
  , working with cross-functional stakeholders to deliver polished and accurate submissions.
• Distribute inbound leads to team members based on territory, product line, or vertical.
• Draft and send assigned customer communications
  , including renewal reminders, product announcements, newsletters and satisfaction surveys.
• Support consistent, on-brand communication across customer touchpoints and ensure CRM data integrity.

Procurement

• Prioritize proposal development based on client needs, as delegated from vCIOs, Account Management and Technology Consultants.
• Research and design the most appropriate solutions for a customer’s business need.
• Assist with the creation of project work plans.
• Support the Sales and Technology Consulting Team to build accurate solution proposals for customers by working with technology vendor resources and Connect On service team members.
• Manage and prioritize prospective business and customer requests as defined by the Sales and Technology Consulting Teams.
• Communicate directly with clients to identify and confirm business requirements.
• Shipping and receiving products.
• Assist with hardware and licensing.
• Maintain in-depth knowledge of the service offerings of the company.
• Maintain in-depth product knowledge of industry technologies including Microsoft, Active Directory, VM Ware, Dell, Lenovo, HPE, and HP. Active Directory, server, laptop and desktop computers, desktop operating systems, mobile devices, firewall appliances and licensing.
• Track sales opportunities within our CRM (customer relationship management software).
• Maintain in depth knowledge and thorough understanding of the IT distribution channel and network.
• Maintain relationships with distribution channels and obtain competitive pricing from multiple vendors.
• Responsible for sourcing products and obtaining quotes from vendors. Recognizing and creating deals.
• Registrations when appropriate. Following the documented handoff process to procurement.
• Create proposals using existing company proposal software, tools, and processes.
• Manage quoting software that holds our product catalog, create and manage templates.
• Maintain acceptable product margins across all closed business.

Marketing & Demand Generation

• Assist in the planning, logistics and execution of demand generation events (webinars, lunch-and-learns, trade shows, etc.).
• Develop and maintain a calendar of content and deliver social media posts that highlight Connect On’s subject matter expertise, product offerings and thought leadership.
• Collaborate with sales, marketing, and service leaders to highlight wins, customer success stories, team culture and partner ecosystem updates.

Team Enablement

• Maintain updated internal documentation, sales assets and product datasheets.
• Ensure sales team members have what they need to execute with speed and confidence, including timely access to pitch decks, case studies, pricing tools and training materials.
• Speak fluently and confidently about Connect On’s value proposition
  , including all products and services and…