Sales Admin Assistant (Remote)

As a Sales Admin Assistant /CAMigo at Intelligent Technical Solutions, you will support our sales team by understanding technological solutions and effectively communicating with a diverse client base. Your role will involve a mix of administrative support, client relationship management, and technical understanding to ensure seamless service delivery and client satisfaction. 

• Uncover new business opportunities with existing clients and grow accounts within the assigned territory. 
• Develop and present solutions based on customers' business requirements. 
• Understand various delivery methods for solutions and anticipate what will work best for clients. 
• Analyze client needs and create supporting documentation. 

• Coordinate and prepare Strategic Business Reviews (SBRs) by compiling necessary client data, preparing presentation materials, and organizing prep sessions for the pod members. 
• Ensure all client meetings, including SBRs, are scheduled in advance, confirmed, and well-prepared. 
• Maintain accurate client records, including contact details, service tickets, SBR schedules, and ensure opportunities are tracked and updated. 
• Call clients weekly to maintain engagement and satisfaction. 
• Coordinate meetings, appointments, and other touchpoints for client engagement. 

• Generate quotes by sourcing product costs and overseeing the order process from creation to client approval and follow-up. 
• Use company CRM and knowledge management tools to provide various levels of sales reporting. 
• Manage quotes and orders, ensuring accuracy and timely follow-up. 
• Support the sales process by updating ticket boards, tracking proposals, and coordinating with purchasing on order-related inquiries. 

• Assist in compiling KPIs and performance reports, highlighting the team’s achievements and areas for improvement. 

• Technical background is essential. 
• Demonstrated experience in client success, account management, or sales support. 
• Strong background in customer service and sales. 
• Familiarity with CRM software and customer support tools. 
• Strong client relationship management skills. 
• Excellent communication and interpersonal abilities. 
• Ability to multitask and prioritize effectively. 
• Strong organizational skills and attention to detail. 
• Analytical and data interpretation skills. 
• Proficiency in Microsoft Office Suite. 
• Flexibility in a fast-paced environment. 

• Ensure every A or B band client (>$3K MRR) is scheduled for SBRs in advance. Pods should work together to achieve zero clients without future SBRs. This metric serves as an exception indicator to identify unscheduled clients. 

• Schedule every C band client ($1K-$3K MRR) for SBRs in advance. Aim for zero clients without future SBRs, with pods collaborating to maintain this count. This metric helps identify when a client falls off the schedule. 

• Secure a commitment for the next SBR date before concluding the current one to reduce overdue SBRs and scheduling hassles. 

• Log an NPS rating and feedback for each SBR in the system. No SBR should be left without this crucial follow-up data. 

• Confirm all SBRs within two weeks of the scheduled meeting to avoid no-shows. Lack of confirmation should trigger pod involvement to decide on next steps. 

• Keep open opportunities with a past due estimated close date at zero. When this count rises, the pod should assess and adjust the next steps and estimates. Do not push opportunities forward merely to maintain a zero rating; use this KPI as an alert system. 

• Ensure all open opportunities have a next step with a date. Overdue steps should be discussed and resolved within the pod. CSAs should proactively monitor due dates and ensure pod members complete their actions on time. 

• Track the total number of quotes prepared by CSAs to gauge the efficiency and productivity of the quoting process. 

• Track the total number of SBRs prepared and completed by CSAs, including internal reviews with the vCIO and CAM and subsequent pod approval. 

• A home office set up that meets the following:
• A working computer with minimum of 8gb RAM, i5 Windows10 or macOS Big Sur. 
• Stable internet connection with at least 5mbps download and upload.
• A quality headset with noise cancellation feature for meetings. 
• A mobile phone that has the capacity to install the Microsoft Authentication app. 
• HD webcam
• A very strong cultural fit the ITS way (Our core values will be discussed during the interview) 
• Excellent command of the English language both spoken and written 
• Able to work full time for 40 hours a week:  8:00 AM to 5:00 PM PST (Monday to Friday)
• Able to pass our online behavior and cognitive assessments. 
• Able to provide NBI Clearance (for PH applicants).