Universal Data Inc.
Sales Support Specialist (Inside Sales & Sales Operations)
Universal Data Inc., New Orleans, Louisiana, United States, 70123
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Sales Support Specialist (Inside Sales & Sales Operations)
role at
Universal Data Inc.
Summary The Sales Support Specialist supports UDI's sales team by managing the operational and administrative work that keeps deals moving. This role owns quoting and order processing tasks, maintains CRM accuracy, coordinates internal handoffs, and serves as a key point of contact between sales, vendors/partners, and internal teams. You’ll be measured on timeliness, accuracy, follow‑through, and your ability to keep the sales cycle organized.
What You’ll Own (day‑to‑day)
Prepare and process quotes for software, hardware, professional services, and support/renewals
Manage sales documentation: SOWs, POs, contracts, licensing paperwork, and authorizations
Maintain CRM hygiene (contacts, companies, deal stages, notes, tasks, close dates, required fields)
Coordinate internal handoffs between Sales, Sales Engineering, Service Delivery, and Finance
Track deal status and keep stakeholders informed (what’s needed, by when, next steps)
Execute partner processes such as deal registrations and vendor program requirements
Support RFPs/proposals by coordinating inputs, timelines, and submission requirements (as assigned)
Identify and recommend improvements to templates, checklists, and repeatable Sales processes
What Success Looks Like (first 60‑90 days)
Consistently turns quotes and sales documents within agreed SLAs
Improves CRM completeness/accuracy and reduces stalled deals due to missing information
Establishes a reliable quoting/order checklist and cadence with Sales + Ops teams
Helps submit proposals/RFPs on time with clean, complete requirements coverage (when applicable)
Core Competencies
Highly organized and detail‑oriented; thrives on managing multiple moving parts
Strong written and verbal communication; can set clear expectations and follow up professionally
Ability to prioritize quickly based on urgency and revenue impact
Comfortable working across teams and escalating blockers early
Process‑mindset: enjoys templates, checklists, and continuous improvement
Customer‑service mindset (internal + external)
Requirements
2+ years in sales support, inside sales, sales ops, administration, or customer operations
Experience with CRM (HubSpot, Salesforce, or similar) and quoting/order workflows a plus
Strong proficiency with Microsoft 365 (Outlook, Excel, Word); proposal/quote tools a plus
Experience with vendor/distributor portals, deal registration, licensing, or renewals is a plus
IT/MSP, Cybersecurity, or B2B services experience preferred but not required
Reporting & Relationships
Reports to: Director of Marketing
Works closely with: Sales, Sales Engineering, Service Delivery, Finance, Vendors/Partners
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Sales Support Specialist (Inside Sales & Sales Operations)
role at
Universal Data Inc.
Summary The Sales Support Specialist supports UDI's sales team by managing the operational and administrative work that keeps deals moving. This role owns quoting and order processing tasks, maintains CRM accuracy, coordinates internal handoffs, and serves as a key point of contact between sales, vendors/partners, and internal teams. You’ll be measured on timeliness, accuracy, follow‑through, and your ability to keep the sales cycle organized.
What You’ll Own (day‑to‑day)
Prepare and process quotes for software, hardware, professional services, and support/renewals
Manage sales documentation: SOWs, POs, contracts, licensing paperwork, and authorizations
Maintain CRM hygiene (contacts, companies, deal stages, notes, tasks, close dates, required fields)
Coordinate internal handoffs between Sales, Sales Engineering, Service Delivery, and Finance
Track deal status and keep stakeholders informed (what’s needed, by when, next steps)
Execute partner processes such as deal registrations and vendor program requirements
Support RFPs/proposals by coordinating inputs, timelines, and submission requirements (as assigned)
Identify and recommend improvements to templates, checklists, and repeatable Sales processes
What Success Looks Like (first 60‑90 days)
Consistently turns quotes and sales documents within agreed SLAs
Improves CRM completeness/accuracy and reduces stalled deals due to missing information
Establishes a reliable quoting/order checklist and cadence with Sales + Ops teams
Helps submit proposals/RFPs on time with clean, complete requirements coverage (when applicable)
Core Competencies
Highly organized and detail‑oriented; thrives on managing multiple moving parts
Strong written and verbal communication; can set clear expectations and follow up professionally
Ability to prioritize quickly based on urgency and revenue impact
Comfortable working across teams and escalating blockers early
Process‑mindset: enjoys templates, checklists, and continuous improvement
Customer‑service mindset (internal + external)
Requirements
2+ years in sales support, inside sales, sales ops, administration, or customer operations
Experience with CRM (HubSpot, Salesforce, or similar) and quoting/order workflows a plus
Strong proficiency with Microsoft 365 (Outlook, Excel, Word); proposal/quote tools a plus
Experience with vendor/distributor portals, deal registration, licensing, or renewals is a plus
IT/MSP, Cybersecurity, or B2B services experience preferred but not required
Reporting & Relationships
Reports to: Director of Marketing
Works closely with: Sales, Sales Engineering, Service Delivery, Finance, Vendors/Partners
#J-18808-Ljbffr