Sales Operations Specialist

Envision Information Technologies

. Prepare accurate quotes for software, cloud subscriptions, hardware, support, renewals, and related professional services .

Posted 11/6/2026full-timeRemote • Wisconsin • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in sales operations and order management, with a strong focus on accurate quote preparation, customer relationship management, and vendor coordination. Proficient in utilizing Microsoft 365 tools and CRM systems to manage data and support technology sales processes.

Highest-signal resume keywords

Sales Operations ExperienceQuote PreparationCRM ProficiencyAttention To DetailStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Order ManagementQuote ProcessingRenewals ManagementVendor CoordinationData Management

Soft Skills

OrganizationPrioritizationProblem-SolvingFollow-Through

Tools & Technologies

Microsoft ExcelMicrosoft OutlookMicrosoft TeamsMicrosoft WordCRM Systems

Industry Keywords

B2B TechnologySaaSCloud SubscriptionsIT SolutionsLicensing Operations

Tech Stack

Tools & technologies

CitrixCloudERP

About the role

Key responsibilities & impact

Prepare accurate quotes for software, cloud subscriptions, hardware, support, renewals, and related professional services
Partner with Account Executives, Solution Architects, Engineers, and technical resources to confirm solution configurations, product SKUs, quantities, pricing, licensing terms, and customer requirements
Coordinate vendor and distributor pricing, availability, special pricing, deal registrations, licensing information, and order requirements
Process and track customer orders from approval through vendor/distributor submission, fulfillment, provisioning, shipping, and completion
Maintain accurate customer, quote, order, subscription, renewal, and product information in the CRM and other business systems
Manage and track software, support, maintenance, and subscription renewals; prepare renewal quotes and coordinate timely follow-up with the sales team and clients
Support Microsoft and Citrix partner-program administration, including renewals, product registrations, customer associations, CPOR, PAL, deal registrations, incentive-related documentation, and other vendor requirements
Work closely with Account Executives, Solution Architects, Engineers, vendors, distributors, and internal operations teams to ensure customer solutions are accurately quoted, ordered, documented, and completed

Requirements

What you’ll need

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 strongly preferred
Experience creating, reviewing, or processing quotes, purchase orders, sales orders, renewals, subscriptions, or vendor/distributor transactions
Strong attention to detail and accurate management of data, pricing, product configurations, dates, documentation, and customer information
Strong written and verbal communication skills
Excellent organization, prioritization, and follow-through in a fast-paced environment with multiple concurrent deadlines
Ability to identify issues, ask appropriate questions, drive resolutions, and keep stakeholders informed
Proficiency with Microsoft Excel, Outlook, Teams, Word, and other Microsoft 365 tools
Experience with CRM, PSA, ERP, CPQ/quoting, ticketing, or order-management systems
Ability to handle confidential customer, pricing, licensing, and business information professionally

Benefits

Comp & perks

Fully remote work arrangement
Full-time employment