POSITION OBJECTIVE
Research solutions,
required
materials, and business impact to support AM and Professional Services in creating
accurate
proposals that drive customer success.
KEY RESPONSIBILITIES
Create and
maintain
proposal templates.
Prepare hardware, software, and service proposals for clients.
Research solutions with input from other teams.
Manage orders and relationships with vendors/distributors.
Oversee license lifecycle: purchase, renewal, and
expiration
.
Plan, coordinate, and track project tasks and deliverables.
Prepare content for client review meetings (TBRs), coordinate schedules, and follow up on action items.
Provide account management for small clients.
Analyze quote pricing vs. competitors to
optimize
margins.
Keep internal systems and tickets updated,
assist
with scheduling technicians and AM meetings.
Ensure project documentation and files are
accurate
and organized.
Deliver results on a timely basis.
Assist
with training and mentoring of team members.
Stay current with IT and industry trends.
Follow and promote company policies, procedures, and safety standards.
QUALIFICATIONS & SKILLS
Degree in a business-related field.
Vendor-related sales certifications (preferred).
Basic knowledge of IT sales processes, hardware, software, and accounting systems (technical
expertise
not
required
).
Strong organizational, project management, and prioritization skills.
Excellent written and verbal communication.
Problem-solving and self-learning abilities.
Customer service
and growth
mindset.
Ability to work independently and collaboratively.
Attention to detail, confidentiality, and professionalism.
Sense of urgency and delivery of quality results.
KEY PERFORMANCE INDICATORS (KPIs)
Proposal Quality:
Accuracy, completeness, and
timely
delivery.
Order Management:
Correct and efficient order processing.
Vendor Management:
Strong relationships and improved wholesale pricing.
Financial Accuracy:
Invoicing and accounts receivable aligned with company standards.
Gross Margin:
Consistent and satisfactory across all proposals.
Client & Team Satisfaction:
Positive feedback and relationships.
Goal Achievement:
Meeting targets set by Director and Operations Manager.
Compliance:
Following company policies and safety standards.