销售支持专员
Sales Support Specialist
直接向高级销售支持专家汇报，主要职责如下：
1. 在 ,o 处确认业务发展请求，确保业务发展团队正确填写项目接收表（PIF）。
2. 为所有提案在提案ID跟踪器中创建ID #，并在每天填写跟踪器中的所有必要字段。
3. 代表CEA管理客户合同/协议的执行（批准/签署）。
与客户的法务团队合作，审查和批准保密协议（NDAs）/服务协议（MSAs）。
4. 记录并维护客户合同文档，如保密协议、主服务协议、工作订单等。
跟踪重要商业文件的到期日期。
5. 与执行团队协调并主持每个项目/交易的交接会议。
填写执行项目接收表，包括工作范围、计费条款和其他重要信息。
6. 支持业务发展团队，确保CRM数据库（Hubspot）定期审核，并在CRM中更新新信息和通知（账户、创建交易等）。
7. 在ERP系统（Deltek）中创建项目代码，重点在于计费条款和预算功能。
8. 理解项目盈利能力估算。
9. 与项目管理团队合作解决计费条款和发票差异。
10. 触发定金发票，管理发票跟进，并在需要时与财务部门合作。
11. 与财务部门协调发票跟进——管理与客户的应收账款跟进，以解决发票错误，确保及时收款。
12. 创建项目/公司参考资料档案，用于答复建议书（RFP）。
13. 管理新客户的供应商注册流程和保险证明，视情况而定。
14. 为业务发展团队创建和维护高价值客户PPT。
15. 管理所需项目的第三方实验室工作文件，视情况而定。
16. 随着对CEA业务能力的提升和熟悉度增加，根据业务发展团队的指示，适当负责日常电子邮件通信（会议协调、感谢信、发送提案和营销材料等）。
17. 按要求为客户提供或内部会议制作报告和演示文稿。
18. 管理新团队成员的入职和培训支持。
19. 作为商业团队成员协作，达成销售目标，实现商业团队的运营卓越，并推动业务增长。
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查看英文原文
Reporting directly to the Senior Sales Support Specialist, the primary duties will be the following:
1. Acknowledgment of Business Development requests at ,o Ensure Project Intake Form (PIF) is properly filled out by Business Development.2. Create ID # in the Proposal ID tracker for all proposals and fill out all necessary fields in the tracker in a daily basis.3. Manage the execution (approval/signature) of client contracts/agreements on behalf of CEA.o Collaborate with client’s legal team for the review and approval of NDAs/MSAs. 4. Record and maintain client contract documentation such as NDAs, Master Service Agreements, Work Orders, etc.,o Track expiration date of important commercial documents.5. Coordinate and lead hand-off meetings with the execution team for each project/deal.o Fill out the Execution Project Intake Form with the scope of work, billing terms and other important information. 6. Support Business Development to ensure that the CRM database (Hubspot) is reviewed regularly, and that new information and notifications are updated in CRM (accounts, create deals, etc.)7. Create project code in the ERP system (Deltek) with an emphasis on billing terms and budget features.8. Understand project profitability estimation.9. Collaborate with the Project Management team to resolve billing terms and invoicing discrepancies.10. Trigger deposit invoices, manage invoice follow-ups, and collaborate with finance as needed.11. Coordinate with finance regarding invoice follow-ups – manage AR follow ups with clients to resolve invoice’s errors to ensure payment is received on time.12. Create an archive of project/company references to be used on RFP (bid) responses.13. Manage the Vendor Registration process and Certificate of Insurance for new customers, as applicable.14. Create and Maintain High-Value Customer PPTs for Business Development.15. Manage 3rd Party Lab Work paperwork for required projects, as applicable.16. As competency and familiarity with CEA’s business grow, take over routine email correspondence (meeting coordination, thank you notes, sending out proposals and marketing material, etc.), as appropriate and directed by Business Development.17. As requested, produce reports and presentations for client or internal meetings. 18. Manage the onboarding and training support for new team members.19. Work collaboratively as a commercial team member to meet sales goals, achieve operational excellence as a Commercial Team, and grow the business. 20. Manage Support routine and ad-hoc Business Development activities, research, and administrative tasks, as requested.21. Develop a foundational knowledge of CEA’s services – why, when for who – to enhance the support offered to the Business Development team member.22. Handle client complaints to improve client’s experience with CEA when applicable.23. Follow up on project execution to ensure projects meet “special” deadlines to create upselling opportunities with client. 24. Collaborate with execution to understand what went well at project completion to support Business Development activities.
CEA_Sales Support Specialist_JD_15MARCH2023
Qualifications/Requirements:
1.3–5+ years of Sales Support Administration, Inside Sales or similar role experience, or Bachelor’sDegree in business administration/communications.
2.2+ years of direct renewable energy industry, Photovoltaic, and/or Energy Storage experiencepreferred.
3.“Can do”/“Get it done” attitude
4.Must be self-motivated with an ability to balance multiple projects under tight deadlines
5.Demonstrate a high level of proficiency in the use of the English language with strongcommunications skills – in oral and written forms (email, PPT, MS Word, Excel) and verbal (phone)
6.Possess good problem solving, organizational skills, and exceptional attention to detail
7.Strong interpersonal skills and experience in working with interdisciplinary teams of colleagues andexternal parties
8.Skilled in multitasking and concurrently managing multiple projects
9.Experience booking travel
10.Experience creating professional-client deliverables
11.Ability to work in a fast-paced start-up environment
12.Result-oriented, reliable, and proactive work ethic
13.Knowledge of CRM software, specifically Hubspot and/or Deltek is a plus.
Originally posted on Himalayas