Universal Data Inc. ยท 1 month ago
Sales Support Specialist (Inside Sales & Sales Operations)
1312 Distributors Row, New Orleans, LA, USA
Full-time
Onsite
Entry, Mid Level
2+ years expUniversal Data Inc. is a company that supports its sales team through operational and administrative tasks. The Sales Support Specialist will manage quoting, order processing, and CRM accuracy while coordinating communication between sales, vendors, and internal teams to ensure a smooth sales cycle.
ComputerInformation TechnologyNetwork SecuritySoftware
Responsibilities
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
Qualification
Required
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
Preferred
Experience with vendor/distributor portals, deal reg, licensing, or renewals is a plus
IT/MSP, Cybersecurity, or B2B services experience preferred but not required
Benefits
Paid Time Off
Dental Insurance
Vision Insurance
Life Insurance
Company
Universal Data Inc.
Founded in 1982, our President, Jim Perrier, knew that our industry would be rapidly evolving.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Richard Tando
CTO
Alex Battard
Chief Information Officer
Recent News
2022-05-05
Company data provided by crunchbase