Sales Administrator

Cornerstone Information Technologies, LLC
Sales Administrator
Department: Sales
Reports to: Sales Manager / Chief Business Development Officer | Supervises: None

Job Description Overview

The Sales Administrator is a key team member within the Sales Department who is responsible for creating (and developing) all company quotes and is responsible for all departmental administrative support. In this role the Sales Administrator is responsible for professional services, managed services, products (renewals, subscription) quotes.

In addition to quoting and general support, this role is responsible for the following: maintaining vendor/partner relations; reviewing and approving product invoices; creating/updating client references; handling annual budget renewal reports; creating, revising and sending engineering rate letters; renewing annual software/licenses; creating and maintaining deal registrations in partner portals; closing quotes and PO’s in a timely manner; maintaining the agenda and taking notes for the weekly sales call; maintaining and updating sales opportunities and various other sales related areas in ConnectWise (CW); processing WON quotes in CW CPQ (previously CW Sell); and more.

This is not an exhaustive list of task/responsibilities.


Knowledge - Education, certifications, courses, training, and experience
Required:
• Bachelor’s degree (or equivalent experience and skill-based knowledge).
• 3 to 5 min. years in Sales/Marketing industry.
• CW (ConnectWise) CPQ experience, or knowledge of similar products and services quoting software (Quote works, etc.).

Capability - Abilities, Skills, and Competencies
Required:
• Excellent Communication in business English (written/oral):
o Proven ability to communicate effectively with clients, prospects, partner / vendors via telephone and computer.
o Outgoing and willing to communicate with clients, prospects and partners / vendor as needed.
o Must be willing and able to schedule meetings for sales team members as necessary via phone or email.
• Proven self-starter with motivation and ability to manage multiple tasks, projects and responsibilities.
• Ability to be proactive.
• Strong organizational and time management skills.
• Able to meet deadlines.
• Developing knowledge of IT products/services and solutions – Familiarity with frequently used products (Microsoft Exchange and Office 365, Citrix, Cisco, iManage to name a few).
• Knowledge of CRM and opportunity management systems, preferably CW and/or Salesforce.
• Experience with MS Office and internet.
• Technical understanding.
• Relationship building skills, people skills and being a team player - essential.
• Data entry skills.
• Professionalism.

Work – General - Job Roles and Responsibilities
Job Role: Sales Administrator

Responsibilities:
Required:
• Sales support to Sales Manager / Chief Business Development Officer, and general support to Sales team, as needed.
• Ownership of complete quoting process using CW CPQ for all company sales quotes.
• Admin user for CW CPQ.
• Manage sales opportunities for Professional Services, Managed Services, and products in CW.
• Maintaining vendor/partner relations.
• Creating, maintaining, updating, filing sales department documentation.
• Reviewing, and approving product invoices.
• Creating annual budget renewal reports.
• Creating, revising, and sending engineering rate letters to clients.
• Creating and maintaining deal registrations in partner portals.
• Maintaining the agenda and taking notes for the Weekly Sales Call.

Work – Detail - Job Duties and Tasks (but not limited to)
Tasks:
Handle the items below independently or assist with:
Quoting in CW CPQ
• Build, modify, finalize and distribute all company quotes for:
o Professional Services
o Managed Services
o Products (renewals, subscriptions)
• Coordinate with CSAs (Client System Architect) to create, edit, and deliver quotes.
• Process won quotes.
• Must be detail oriented and able to fine tune quotes and finalize by deadlines.

Admin user for CW CPQ
• Responsible for, but not limited to, the following tasks:
o Add/delete users
o Settings
o Assist with user troubleshooting
o Uploading tax codes
o Template formatting

Sales opportunities in CW
• Professional Services / Managed Services:
o Create, update/maintain, and close opps, as needed
o Convert won opportunities in CW
• Renewals
o Check CW Renewals Board daily/weekly for upcoming renewals
o Create, update/maintain, and close opps, as needed
o Convert won opportunities as part of procurement process
• New (hardware/software)
o Create, update/maintain, and close opps, as needed
o Tracking product/software versions with internal team for potential upgrade/upsell
o Convert won opportunities as part of procurement process

Additional sales related areas in CW
• Manage procurement process with accounting team.
• Review and approve product invoices.
• Maintain/update inventory/configurations catalog.
• Maintain/update product catalog.
• Maintain/update agreements with internal teams.
• Maintain/update renewals board.

Develop and maintain relationships and follow-up with key channel partners, inside sales reps, and vendors.
• Participate in regular meetings with Account Reps, Account Managers, Sales Reps, etc.
• Request for sales quotes, as needed.
Generate Sales reports including, but not limited to:
• Annual budget renewal reports.
• Cornerstone engineering rates to Clients.
Deal Registrations
• Register deals on partner portals, as needed.
Update job knowledge by studying new product descriptions and participating in educational opportunities
• Complete sales exams / certifications as needed, per partner requirements.
• Stay up to date on sales pages on partner websites.
• Attend partner webinars – understand what’s new.

Accomplish department and organization goals
• By accepting ownership for accomplishing new and different requests; exploring opportunities to add value to the position.

Maintain quality results
• By following Cornerstone.IT standards and procedures; making recommendations to improve procsess, policies and procedures within department.

This is a Full-time position. Approx. 40 hours a week.
Type: Cornerstone.IT Full-time Global Resource Consultant
Travel: 0-25%
Expertise: Quoting: Managed Services, Professional Services, and Products, Sales Administration, Professionalism, Communication, Organization.
Job Type: Full-time Consultant
Location: Remote / Virtual
Years of Experience: 3-5 years +

Work Environment: The work environment characteristics described here are representative of those an employee / global resource encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands: The physical demands described here are representative of those that must be met by an employee / global resource to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

You may submit your resume to Human.Resources@Cornerstone.IT.
www.cornerstone.it/about-cornerstone/work-place-careers/

Why Join Our Team: Cornerstone offers a variety of benefits including an innovative approach to work using a virtual office. We offer a flexible and friendly work culture so that you can achieve your best and grow. We believe that the work ethic and technical ability of all Cornerstone employees is the foundation of our success as well as our clients. We offer paid training as part of our benefits. Cornerstone.IT attracts top talent and boasts an above industry average employee retention rate.

About Cornerstone: Cornerstone Information Technologies, LLC (Cornerstone.IT) is an award-winning, full-service IT Business Solutions and Managed Services Provider; we keep our clients’ IT systems secure, productive, and profitable. A national leader in legal technology, founded in 2003, Cornerstone.IT also provides services to the finance, accounting, and retail industries. With offices in New York City, Philadelphia, Washington D.C., and Los Angeles, Cornerstone's highly trained engineers implement expertly designed systems with minimum disruption. Cornerstone.IT monitors, maintains, and supports systems post-project, saving businesses time, money, and stress.

Cornerstone cares for your technology so you can care for your business.