Sales Operations Specialist

Remote Full TimeFully Remote (Remote)Envision Tech

Role Overview

Supports the Citrix and Microsoft technology business by managing the operational lifecycle of software, cloud, hardware, support, and service transactions.

What You Will Do

Prepare accurate quotes, partner with Account Executives, coordinate vendor and distributor pricing, process and track customer orders, and maintain accurate customer information in the CRM.

Why It Might Be a Fit

The ideal candidate is highly organized, communicative, and dependable, with experience supporting B2B technology sales, licensing, subscriptions, renewals, or order processing.

Requirements

  • 1+ years of experience in sales operations, sales support, order management, renewals, customer success operations, licensing operations, purchasing, or a related B2B technology role
  • Experience supporting software, cloud, SaaS, managed services, hardware, IT solutions, or technology-reseller sales is strongly preferred
  • Demonstrated experience creating, reviewing, or processing quotes, purchase orders, sales orders, renewals, subscriptions, or vendor/distributor transactions
  • Strong attention to detail and a consistent record of managing data, pricing, product configurations, dates, documentation, and customer information accurately
  • Proficiency with Microsoft Excel, Outlook, Teams, Word, and other Microsoft 365 tools
  • Experience with CRM, PSA, ERP, CPQ/quoting, ticketing, or order-management systems; Salesforce experience is a plus

To apply for this job please visit recruiting.paylocity.com.

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