Sales Support Representive

Sales Support Representatives enable Sales AE’s to focus maximum time on selling by supporting on admin tasks and being the primary link to all other back-office functions to help ensure orders as processed compliantly but as efficiently as possible. Key Responsibilities

Supports Account Executive (AE) and Customer with all customer-impacting questions and requests

Provide Primary point of contact and handle inquiries with request Prompt responses to phone calls and emails Redirect requests / issues to appropriate functions Ownership of issues through to resolution Refer to “Common Requests” for examples Provide information on our solutions and services Answer product questions Uncover new opportunities Transition potential opportunities to Sales Communication

Interact with Sales AE to ensure PS request to provide SOW Interact with Sales AE to ensure Education for custom proposals Provide customer or partner data Share contacts and historical knowledge Proactive review of opportunities

Proactive review of opportunities in Deal Desk Dashboard running through checklist Check for existing terms on each transaction or issue correct Contract template for new customers Track all assigned deals through to closure Flag all items that need approvals and ensure approvals are sought for all items Verify credit limits through Accounts Receivable and support resolution of overdue invoices Engage Deal Managers and / or Legal to handle complex agreements and negotiations Ensure revenue recognition compliance with Rev Rec rules Generate Quotations

Generate quotes for software-only transactions with BOM's following Licensing rules Check proactively with OF team for complex BOM's or large / strategic deals to ensure no mistakes Create order packages

Compile all documentation in an order package Create and submit an order package to OF team Ensure PO is reviewed and correct as soon as received Verify timely shipping of software / licenses before deadlines for Rev Rec Ensure CRM Oppty data is updated to reflect final booked deal Monitor software and hardware shipments Provide updates to Sales Operations leaders Archive all contract paperwork Teamwork makes the dream work

Support rest of team where help is needed (bandwidth or product expertise) Own projects to help improve processes and systems to make team more effective & efficient

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