Sales Operations Specialist – Technology

Job Title: Sales Operations Specialist – Technology

Reports to: Sales Ops Manager

Work Location: Midtown Manhattan

Job Schedule: Full time, in-office

Salary Range: 65-90K 
Must have 3+ years of prior experience in an MSP or VAR to be considered.

About Tekscape:

Tekscape is a recognized managed IT services company since 2007, headquartered in New York City. Currently, we operate via two physical locations in the United States. Based on our engineers’ deep technical knowledge and leveraging our strategic relationships with the world’s leading cloud providers, Tekscape excels at supporting companies globally with information technology solutions. We work in a collaborative environment that fosters and rewards innovation. Tekscape services include managed IT, managed security services, cloud computing, compliance, and collaboration. 

Job Description:

The Sales Administrator is a supportive role that acts as an administrative assistant to the Sales Team, while also facilitating collaboration within the team. The Sales Administrator will also function as a liaison between the Sales Team and the other departments within the organization

Key duties include processing sales team requests, managing purchase orders, handling shipping logistics, coordinating invoicing, and serving as a subject matter expert for CRM systems. This role plays a critical part in streamlining operations, enhancing client relationships, and driving organizational growth through strategic contributions and meticulous attention to detail.

Job Duties & Responsibilities:

• Sales Team Support: Provide comprehensive support to the Sales Team by preparing quotes, proposals, and sales documentation, ensuring accuracy and alignment with TekScape’s managed services offerings, including MRR products, Cisco solutions, and Microsoft technologies.

• Quoting & Product Research: Conduct product research and set appropriate discounts for services and products, including managed services, Cisco builds, and Microsoft solutions. Assist in generating and managing quotes for the Sales Team using ConnectWise.

• Internal & External Communication: Act as the key liaison between the Sales Team, customers, and internal departments (such as procurement and technical teams) to gather and relay essential information about products, services, and order statuses.

• Sales Pipeline & Opportunity Management: Monitor and support sales activities within ConnectWise, ensuring opportunities and customer engagements are in line with TekScape's business objectives. Ensure compliance with established sales processes and documentation standards.

• Data & Reporting: Generate sales-related reports and dashboards using ConnectWise, highlighting sales performance, pipeline management, and MRR growth for management review.

• Product & Service Knowledge: Maintain an in-depth understanding of TekScape’s core offerings, including managed services, cloud solutions, Microsoft technologies, Cisco builds, and other partner products.

• Compliance & Sales Process Management: Ensure that all sales procedures are carried out in compliance with company policies, using ConnectWise for activities, opportunities, and service tickets. Maintain accurate records of all work and interactions.

• Training & Development: Complete training materials and blueprints through ConnectWise University to stay current with internal processes and updates to TekScape's service offerings.

• Time & Expense Management: Accurately log time and expenses in ConnectWise as they occur, ensuring timely and proper documentation.

• Process Improvement: Document and continuously improve internal sales processes, identifying areas for greater efficiency within the sales and quoting workflow.

• Cross-Functional Collaboration: Collaborate with marketing teams on event planning and support, such as trade shows, webinars, and industry conferences, to further TekScape’s presence in the MSP and technology space.

Knowledge, Skills, and/or Abilities Required:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Proficient with general office applications.
• Accuracy and attention to detail.
• Enjoy working with customers and external audiences.
• Strong organizational, presentation, and customer service skills.
• Skill in preparing written communications and materials.
• Interpersonal skills: such as telephony skills, communication skills, active listening and customer-care.
• Ability to multi-task and adapt to changes quickly.
• Typing skills to ensure quick and accurate data entry.
• Self-motivated with the ability to work in a fast moving environment.

Qualifications:

• Bachelor’s degree in business, management, sales or a related field (preferred).
• Proven experience in sales support and customer service.
• Knowledge of procurement processes and logistics
• MSP experience strongly preferred.
• Subject matter expert for ConnectWise Manage and Sell administration.
• Advanced proficiency with Microsoft 365 product and service sales (Microsoft 365, Modern Work and Azure fundamentals specifically).
• Intermediate knowledge of Microsoft Excel functions.
• Background in programming languages such as Python (preferred).
• Excellent communication, organization, and problem-solving skills.
• Strong attention to detail and the ability to multitask effectively.

Tekscape employees enjoy the following benefits:

• Excellent Benefits (including medical, dental, vision, life insurance, FSA
• Paid Parental Leave (NYS Paid Family Leave)
• 401(k) plan with matching company contribution
• Vacation/ Paid Time Off / Sick Leave
• Professional Development Programs
• Employee Referral Programs
• Corporate-Branded Swag

We are an Equal Opportunity Employer that truly believes in the benefits of diversity! Tekscape engages all employees proactively in all aspects of the business to provide them with experience and exposure to a wide range of IT environments and technologies, allowing for a diverse, creative, and thoughtful development of their skills and knowledge.