Sales Support Executive
Research Now - Plano, TX

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Job Title: Sales Support Executive
Reports to: Team Lead, Sales Support
Office Location: Plano
Department: Sales

Position Overview

The Research Now Sales Support Executive is primarily responsible for providing pre-sale and post-sale support for the administrative elements of the sales process to Research Now Sales Team Members.

Essential Duties and Responsibilities

Capture and document client project requirements.

Reach out to Sales Relationship Owner if additional project requirements are required.

Analyze the feasibility of delivering against client requirements using proprietary tools and processes.

Assess the appropriate pricing for the project based on the client’s specifications using proprietary tools and processes.

Aggregate client specifications, our feasibility assessment, and our pricing to generate a custom quote document specific to the client’s project needs.

Return the quote to the Sales Relationship Owner for them to review and send to the client.

NOTE: There are some exceptions where the Sales Relationship Owner will review the quote and instruct the SSE to return the quote directly to the client. This will be the exception rather than the standard process and ONLY follow Sales Relationship Owner (or Director/VP) review and approval of the quote document.

Operate within a team of other Sales Support Executives to provide fast and reliable support turnaround for a variety of Sales Relationship owners and teams.

Communicate with other Sales Support Executives, Sales Managers, and Sales Directors regarding quote and price consistency and consistent feasibility assessment.

Support the sales function in specific project-level aspects including:

Quoting:
Creating Salesforce.com Opportunities

Creating Salesforce.com Project Line Items (PLIs)

Running all feasibility assessments in Abacus or Intranet

Coordinating with all internal resources required like the ISS team and the MMR team.

Revise final specifications in Salesforce.com to match final project negotiated terms.

Creating Final Project Quote

Contracting:
Generate MRAs in Salesforce.com

Distributing MRAs through Docusign

Monitoring Docusign Dashboard to drive MRA process through full execution

Fieldwork Support:
Launching projects from Salesforce.com into Compass

Entering initial project phasing

Upload all appropriate project documentation into compass (i.e. Signed MRA, Study Quote, and/or Client Questionnaire if available)

Executing change-order requests from Sales Relationship owner

Executing changes in phasing requests from Sales Relationship owner

Experience

0-3 years office or comparable experience

Minimum of Bachelor’s degree required

Skills in MS Word, Powerpoint, Excel, Outlook, and Access preferred

Research Now - 15 months ago - save job - block
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About this company
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At Research Now, we have built our reputation on building relationships. Long lasting, mutually beneficial relationships. It is a philosophy...