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Envera Systems

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Sales Support Coordinator

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Description

Primary Objective:

The Sales Support Coordinator is responsible for supporting sales productivity and revenue growth through sales operations, pricing and contract administration, proposal development, CRM management, and cross-functional coordination. This role oversees key sales support processes, addresses complex documentation and pricing issues, and works across departments to maintain accuracy, resolve challenges, and improve operational efficiency.


Responsibilities:

  • Answer and screen internal and external calls, emails, and cases related to sales opportunities and assign leads to the appropriate sales representative.
  • Support research, database management, and CRM activities for marketing campaigns and revenue-generating initiatives.
  • Review and validate sales quotes within the CPQ system across SaaS subscriptions and one-time delivery services, investigating pricing discrepancies, enforcing discount thresholds, and coordinating appropriate resolutions for accuracy.
  • Validate and help structure the preparation and review of customer proposals, RFP responses, agreements, addendums, and related documentation, identifying discrepancies, addressing contract-related issues, and coordinating revisions as needed.
  • Collaborate with sales representatives to clarify deal structures, address contract documentation inquiries, and guide complex quoting.
  • Communicate with prospective clients to clarify proposal requirements, address documentation questions, and coordinate contract-related follow-up.
  • Review CRM pipeline, opportunity, and forecast data for accuracy; resolve discrepancies and maintain data integrity to support reliable reporting and sales decisions.
  • Prepare and distribute digital job folders upon contract execution to facilitate handoffs to Installation, Implementation, and Service Delivery.
  • Prepare and distribute sales reports for management, identifying data inconsistencies and trends affecting pipeline visibility and forecasting.
  • Assist with developing and updating training materials for Sales and Sales Support teams.
  • Partner with the Sales Support Manager and cross-functional departments to evaluate and resolve sales-related operational challenges, improve procedures, and implement process enhancements.
  • Manage assigned projects and competing priorities, evaluate issues, determine appropriate solutions, and follow through to resolution. Perform other duties as assigned.

Qualifications:

  • Associates degree
  • Minimum of 3 years of experience in an administrative, sales support, customer service, or related business operations role.
  • Ability to be detail-oriented with a high degree of accuracy in fast-paced environments.
  • Competent in algebraic and financial calculations, spreadsheet modeling, verifying pricing inputs, and detecting numerical discrepancies in commercial quotes.
  • Computer literate and proficient with Microsoft Office and other web-based programs.
  • Advanced to expert knowledge of Microsoft Excel.
  • Demonstrated ability to exercise independent judgment, evaluate alternatives, resolve issues, and make recommendations on sales operations, pricing, and contract administration matters.
  • Ability to work independently as well as with diverse sales personalities.
  • Strong organization, prioritization, and time management skills.
  • Ability to learn technical products and communicate product-related information effectively.
  • Familiarity with sales contracts, agreements, and related documentation.
  • Ability to work in a fast-paced environment with changing priorities.
  • Ability to manage competing deadlines while maintaining a high level of accuracy and attention to detail.
  • Excellent written and verbal communication skills, as well as strong customer service skills.
  • Valid driver's license.

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