POSITION OBJECTIVE
Research solutions, required materials, and business impact to support AM and Professional Services in creating accurate proposals that drive customer success.
KEY RESPONSIBILITIES
- Create and maintain proposal templates.
- Prepare hardware, software, and service proposals for clients.
- Research solutions with input from other teams.
- Manage orders and relationships with vendors/distributors.
- Oversee license lifecycle: purchase, renewal, and expiration.
- Plan, coordinate, and track project tasks and deliverables.
- Prepare content for client review meetings (TBRs), coordinate schedules, and follow up on action items.
- Provide account management for small clients.
- Analyze quote pricing vs. competitors to optimize margins.
- Keep internal systems and tickets updated, assist with scheduling technicians and AM meetings.
- Ensure project documentation and files are accurate and organized.
- Deliver results on a timely basis.
- Assist with training and mentoring of team members.
- Stay current with IT and industry trends.
- Follow and promote company policies, procedures, and safety standards.
QUALIFICATIONS & SKILLS
