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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in procurement processes, vendor management, and client communication, ensuring alignment between client agreements and licensing consumption. Proficient in managing documentation and tracking hardware lifecycle while supporting client satisfaction initiatives.
Highest-signal resume keywords
Procurement ManagementVendor ManagementConnectWise ManageLicensing OptimizationClient Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Procurement ProcessesQuotations ManagementContract Renewal PlanningBudgeting SupportLicensing Utilization Review
Soft Skills
Client Satisfaction FocusCommunication SkillsFollow-Up Skills
Tools & Technologies
ConnectWiseCPQ (QuosalSell)
Industry Keywords
Hardware ProcurementSoftware ProcurementAsset ManagementLifecycle PlanningVendor Renewals
About the role
Key responsibilities & impact- Process hardware and software procurement requests
- Create and manage client quotations
- Track quote approvals and procurement opportunities
- Coordinate ordering, receiving, and deployment logistics
- Communicate shipping timelines and project dependencies
- Track hardware warranties and lifecycle replacement opportunities
- Assist with vendor management and procurement escalations
- Maintain procurement documentation and asset records
- Coordinate with projects and service teams to ensure equipment readiness
- Monitor Microsoft, Pax8, and vendor renewals
- Review licensing usage and utilization
- Identify licensing optimization opportunities
- Ensure client agreements align with actual licensing consumption
- Assist with contract, subscription, and warranty renewal planning
- Communicate upcoming renewals and cost changes to clients
- Support budgeting conversations related to licensing and lifecycle planning
- Conduct client follow-up on recommendations and open items
- Ensure clients receive updates regarding orders and renewals
- Escalate concerns that may affect client satisfaction or retention
- Support client satisfaction initiatives and follow-up activities
- Maintain ConnectWise opportunities and procurement records
- Follow up on open project and procurement items
- Facilitate communication between departments to eliminate delays
- Coordinate action items resulting from TBRs and client meetings
- Ensure recommendations move from planning to execution
Requirements
What you’ll need- 1-2 years' experience required
- Experience with ConnectWise Manage is a plus
- Experience with CPQ (formerly named QuosalSell) is a plus
Benefits
Comp & perks- Ascension plan if applicable
- 100% company paid health, dental, life, and vision benefits
- 5% company match on contributions to Guideline 401k
- Open Door PTO policy
- Company provided gear (notebook + softphone)
- Company clothing
- Unlimited PTO
- People-first culture
- Profit-sharing commitment: $5 million distributed back to the team over the next 10 years