Note: The job is a remote job and is open to candidates in USA. DirSec, LLC is hiring a Sales Operations Specialist to support sales opportunities from quote request through order placement. The role focuses on creating and managing quotes, statements of work, and purchase orders, while maintaining accurate Salesforce records and improving Sales Operations processes.
Responsibilities
- Create accurate customer quotes and SOWs in Salesforce using information and pricing provided by Account Executives, vendors, distributors, and service providers
- Review vendor and distributor quotes for pricing, product, coverage, payment, and other relevant details before preparing customer-facing quotes
- Manage quote revisions and increasingly complex transactions
- Review vendor and distributor terms and incorporate applicable customer-facing terms into quotes, using AI and other tools when appropriate while independently validating the output
- Maintain accurate quote and opportunity information in Salesforce
- Process customer orders and purchase orders accurately and promptly and manage related communications with vendors and distributors
- Manage and prioritize requests through the shared Sales Operations inbox based on urgency, customer deadlines, and business impact
- Identify and resolve pricing discrepancies, margin issues, conflicting terms, missing information, and other potential problems before quotes or orders leave DirSec
- Work closely with Account Executives and other internal teams to resolve questions and keep opportunities moving
- Identify and implement practical improvements to quoting, ordering, documentation, and other Sales Operations processes to increase accuracy, efficiency, scalability, and automation while maintaining appropriate quality controls. Coordinate Salesforce enhancement requests, work with external consultants on improvements, and assist with testing and implementation of new features and workflows
Skills
- Prior experience in Sales Operations, quoting, order management, deal desk, or a similar role
- Experience working for a value-added reseller (VAR), technology distributor, cybersecurity company, software or technology company, or similar channel environment
- Experience reviewing vendor or distributor quotes and working with pricing, cost, markup, margin, discounts, and other commercial information
- Strong numerical aptitude and the judgment to recognize when pricing or other information does not appear reasonable
- Persistence and the ability to maintain accuracy through repetitive data entry, lengthy quotes, multiple revisions, and complex transactions
- Strong written and verbal communication skills and the ability to work effectively with sales, management, accounting, vendors, distributors, and third-party service providers
- The ability to work independently and make progress without constant direction or supervision
- A solutions-oriented mindset. We value people who investigate problems, think through possible solutions, and bring recommendations rather than simply identifying an issue
- Comfort using AI and other technology as productivity tools while maintaining appropriate human review and judgment
- Strong Microsoft Excel and Word skills
- Must be physically located in the U.S
- Salesforce experience
- QuickBooks Online experience
- Familiarity with quoting for state, local government, and education (SLED) customers and/or government contracts
Benefits
- 100% company-paid medical insurance premiums
- Company contributions to a Health Savings Account (HSA) for employees enrolled in the company's eligible health plan
- 401(k) Safe Harbor plan with company match
- Additional voluntary benefits options
- Telephone and internet reimbursement
- Unlimited PTO
- 100% remote work
- A strong commitment to work-life balance and maintaining a sustainable workload
- Opportunities for professional growth and expanded responsibilities
Company Overview