- Enter sales leads into CRM and update them through the various stages of the sales process;
- Create customer accounts in CRM, maintain CRM and Oracle customer data;
- Understand the customer requirements to create quotes in CPQ and Submit quotes in a timely manner;
- Collect and prepare the documentation for proposal and RFPs, and coordinate with the different functions including Legal and Finance;
- Liaise by phone and email with account lead, customers and other functional teams
- Support continuous improvement initiatives on sales process
- Collect and validate all information and relevant documentations for the customer's order and your associated quotation;
- Pass relevant information to planning teams for material ordering, engineer allocation and customer contact;
- Ensure each order is in line with the Vertiv sales order process.
- Excellent organizational and time management skills
- Self motivated, proactive and timely in addressing challenges in a dynamic environment working with different functional teams
- Great communication skills
- Strong focus on customer satisfaction with personality oriented towards working in a team setting and supporting your colleagues
- Strong learning agility to quick adopt system/tool, such as Oracle CRM and CPQ;
- Flexible attitude to activities outside specific job function;
- Highly competent user of Microsoft 360 suite, incl. Excel, PowerPoint, Word, and Outlook;
- Ability to operate autonomously or as a team member
- Language Skills: English.
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Sales Support Specialist - Monterrey, México - Vertiv
Descripción
The Global Strategic Account (GSA) sales organization takes care of Vertiv's largest, global customers. As an integral part of the GSA Sales Support Team, you will provide support throughout the sales activities, meet expected sales support service level agreements (SLA) and contribute to improving the sales process. Your role is critical to enabling the GSA Account Team to meet customer needs and exceed customer expectations. The main responsibilities of this role include CPQ quote creation, CRM opportunity and forecast management, proposal and RFP support, tasks related to order processing, sales performance reporting, and general account management tasks in support of our GSA sales teams.
In this dynamic role, you will be proactively engaging with the GSA account team, technical sales team, application engineers, order management team, and project management team. You will gather information, create and submit quotations and prepare orders for processing. You will play a vital role in ensuring best in class customer experience through a smooth quotation and ordering process.
RESPONSIBILITIES
QUALIFICATIONS