About this role
Position Overview
The Pre-Sales Support Specialist plays a critical role in supporting the sales organization by coordinating vendor pricing and developing accurate, compliant non-integration quotes. This role is responsible for collecting and analyzing pricing and availability data, managing vendor interactions, and producing high-quality quotes that enable efficient deal execution.
The Specialist works closely with Account Executives to improve response time, enhance quote accuracy, and support margin discipline, while ensuring a high level of service and responsiveness.
Key Responsibilities
Sales Support
• Partner with Account Executives to support pre-sales activities and quote development
• Clarify request requirements and objectives to ensure accurate execution
• Provide proactive updates on request status, timelines, and next steps
• Maintain a solutions-oriented approach, particularly when managing urgent or complex requests
Pricing Coordination
• Source pricing from multiple vendors (minimum of three where applicable)
• Collect and document key data, including pricing, availability, lead times, freight, and quote validity
• Evaluate vendor options and recommend the most effective solution based on cost, timeline, and vendor alignment
• Manage vendor deal registrations, including submission, tracking, and documentation within NetSuite
Quote Development
• Prepare accurate, customer-ready, non-integration quotes using NetSuite
• Ensure all quotes include correct products, quantities, pricing, lead times, and validity dates
• Identify and propose alternative solutions when constraints arise (e.g., substitutions, alternate vendors, phased delivery)
• Present multiple quote options when appropriate, outlining trade-offs related to cost, availability, and timelines
Workflow Management
• Manage incoming requests through established intake and tracking processes
• Meet defined service level agreements (SLAs) and communicate risks proactively
• Maintain accurate and complete documentation in NetSuite
• Collaborate with procurement to share vendor performance insights and recurring issues
Scope of Role
This role supports pre-sales execution but does not include:
• Integration quotes, complex bids, or RFP management
• Engineering or solution design responsibilities
• Sales forecasting, opportunity strategy, or final deal decisions
• Post-sale order processing
Qualifications
Required
• 2–5+ years of experience in pricing, quoting, sales support, procurement, or sales operations
• Strong organizational and time management skills, with the ability to manage high volumes of work
• Excellent written and verbal communication skills
• Strong attention to detail and accuracy
Preferred
• Experience working with ERP or CRM systems (e.g., NetSuite)
• Experience coordinating with vendors or suppliers
• Familiarity with technology products or distribution environments
Core Competencies
• Ability to prioritize and execute in a fast-paced environment
• Strong problem-solving and critical thinking skills
• Proactive communication and stakeholder management
• Customer service mindset with a focus on responsiveness and quality
• Ability to manage competing deadlines and shifting priorities
Work Environment
• Fast-paced, deadline-driven environment
• Collaborative interaction with sales teams, vendors, and internal departments
• May require handling multiple concurrent requests with varying levels of complexity
Salary range $50-65K
Hybrid