Must Haves:
- 2+ years in sales support, operations, or administrative roles.
- Strong organizational skills and attention to detail.
- Excellent communication skills.
- Proficiency in Microsoft Office (especially Excel); CRM experience is a plus.
- Familiarity with vendor portals and quoting platforms (e.g., Ingram Micro, Tech Data) preferred.
- Ability to manage multiple priorities independently.
- Able to go onsite 5 days/week
Pluses:
- Experience in IT services or technology solutions.
- Background supporting Account Executives or Sales Managers.
- Knowledge of quoting software or ERP tools.
Position Overview
Insight Global is looking for a proactive and detail-oriented Sales Operations Associate to support one of our managed service provider clients. This role is key to ensuring smooth sales processes, accurate quoting, and strong vendor relationships. You will be responsible for supporting the sales organization by improving efficiency, providing resources, and ensuring alignment between sales processes and business objectives. This role bridges operational excellence with enablement strategies to empower sales teams to perform at their best.
Day to Day
- Collaborate with Account Executives to create and manage client quotes.
- Track and process contract and subscription renewals.
- Coordinate with vendors on pricing, promotions, and lead times.
- Register deals to secure competitive pricing and protect opportunities.
- Maintain accurate records in CRM and sales systems.
- Generate and distribute sales performance reports.
- Partner with Finance and Procurement to ensure seamless order processing.
- Provide internal support for sales documentation and processes.
