Sales Support Specialist

At ServiceSource, we strive to find and grow exceptional people like you.

Working at ServiceSource, you will be a part of an engaging, energetic, and entrepreneurial work environment while having the stability and influence of a nearly 20-year industry leader behind you.

ServiceSource is a place where you can GROW, both personally and professionally, while expanding your skills in sales, customer success and people management.

The Sales Support Specialist provides support to the internal and external sales team by relieving them of administrative or related work. Duties may include order processing/entry, researching sales contracts, making price quotations, record keeping, document tracking, assisting with RFP responses, assisting and supporting product or service trainings, and/or related tasks. This individual is also responsible for successfully supporting defined processes related to quotations, bookings, and invoices in various CRM or sales pipeline systems. Uses intermediate to advance level of knowledge of product and service offerings to support customers and sales teams. Requires intermediate to advance Microsoft Excel proficiency and may require a moderate level of technical knowledge of internal and external systems. Demonstrate clear understanding of client’s products and services. Role may include an element of automation with an expectation to act independently to support standard client needs. Expected to provide a moderate level of human intervention to address moderate fall-outs from automation processes.

Job Purpose

The Sales Support Specialist provides support to the internal and external sales team by relieving them of administrative or related work. Duties may include order processing/entry, researching sales contracts, making price quotations, record keeping, document tracking, assisting with RFP responses, assisting and supporting product or service trainings, and/or related tasks. This individual is also responsible for successfully supporting defined processes related to quotations, bookings, and invoices in various CRM or sales pipeline systems. Uses intermediate to advance level of knowledge of product and service offerings to support customers and sales teams. Requires intermediate to advance Microsoft Excel proficiency and may require a moderate level of technical knowledge of internal and external systems. Demonstrates clear understanding of client’s products and services. Role may include an element of automation with an expectation to act independently to support standard client needs. Expected to provide a moderate level of human intervention to address moderate fallouts from automation processes.

Essential Functions **Responsibilities**:

- Prepares quotes for contract renewal and RFP/RFI responses
- Maintains quote documentation with accurate pricing and configurations
- Ensures the integrity of client information maintained in the database systems
- Updating and managing Excel spreadsheets
- Dealing with external and internal queries in a professional, client orientated manner
- Performs bookings (Purchase Order processing) and booking reconciliation
- Performs QA self-check and peers-check
- Seeks counsel and guidance from more senior Sales Support staff and management, as needed.
- Prioritizes tasks to meet deadlines, paying attention to details
- Able to handle medium to high priority escalation items, while escalating most complex items to management for review and consideration
- Effectively maintain and improve Knowledge Base Tool
- Effectively identify and call out operational risks to management for review and consideration
- Understands and participates in KMIP (Know, Measure, Improve, Perfect) methodology in daily activities, as relevant to role
- Other duties, as assigned

**Qualifications**:
Required Qualifications
- Graduates with a Diploma/Degree, up to 2 years of relevant working experience preferred
- Intermediate to moderate knowledge in Microsoft packages (Word, Excel)
- Strong attention to detail
- Possess effective verbal and written communication skills
- Handle confidential information with complete integrity
- Ability to work independently with team-player mindset
- Proven success in administrative tasks, organization of work materials, prioritization, and adhering to deadlines
- Ability to identify, analyze, problem-solve, and begin to recommend corrective action for moderately complex issues
- Ability to focus on customer needs and communicate with higher level staff, as needed
- Ability to work under pressure and tight deadlines with guidance from senior team members
- Ability to follow scripts and/or processes according to contractual agreements
- Ability to multi-task, prioritize, and manage time effectively
- Ability to follow established procedures and practices
- Aptitude to learn new technology and data

Preferred Qualifications

Competencies

Personal Leadership
- Accountability - Competent
- Effective Communication - Competent