The Inside Sales Representative (ISR) position at Optiv + ClearShark is critical to the success of our business. As a member of the Optiv + ClearShark Sales Organization you must embody our core tenants which are as follows: easy to do business with, superb execution, effective communication, teamwork, responsibility, be THE BEST, and have fun.
The ISR serves as the central point of contact and liaison for all Inside Sales responsibilities, supporting an opportunity for a specific Account Team. The ISR interfaces with all key stakeholders throughout the Sales Process in order to ensure the quotes are delivered smoothly and efficiently, and purchase orders are secured and processed on-time.
ISRs are assigned to dedicated Major Account Team(s) made up of Account Managers, ISRs, and Sales Engineers, focused on a strategic territory (Account Team) within US Public Sector. An ISR is responsible for preparing quotes, and all supporting activities, for customers as directed by the assigned Sales Team, to include:
Document and develop Bill of Material (BOM) based on guidance from Customers, AM’s, SE’s and Vendor Partners/Distributors
Obtain accurate and valid cost quote from Distributor/OEM Partner/vendor
Understand and accurately apply pricing strategy per instructions from Sales Team (i.e. cost markup, discount from list, discount for GWAC, GWAC ceiling compliance, combination and option year quotes)
Transfer cost quote into Optiv + ClearShark quote template and accurately apply pricing strategy
Manage and track quoting process through two-tier partners and IDIQ contract holders
Ensure correct part numbers/SKUs, quantities, pricing, POC, terms, date(s), etc.
Be highly available and responsive in order to turn around on quotes quickly (Target: 2 hours after all prerequisite information is received)
Serve as pivot point for Optiv + ClearShark Sales Team for all key stakeholders when Sales Teams are not available
Verify and follow up as required to ensure sales and acquisition process is executed smoothly
Opportunity Management:
Create opportunities in Optiv + ClearShark CRM consistent with Optiv + ClearShark process & procedures (CRM 2.0)
Be a power user and maintain proficiency in all relevant aspects of Optiv + ClearShark CRM
Enter and update key information in a timely fashion
Register deals and maintain current registrations with OEM partners
Manage and track deal flow through two-tier and IDIQ contract holders, and GWAC transactions
Upload all associated files in CRM/Storage in a timely and consistent manner
Assist Sales Team in tracking follow-up and next steps on all active opportunities per CRM 2.0 guidelines,
Act as first point of contact, and intermediary between Optiv + ClearShark and OEM Sales Team for resolution of Customer Satisfaction issues
Request for Quotes/Proposals (RFQ/RFP):
Be the point person for our Sales Team in managing acquisition process
Receive, respond, and manage timely and compliant response to all RFQ/RFP requests
Ensure associated terms & conditions are properly reviewed, responded, and flowed down
Work with Sales Team, distributor/OEM partner, etc. to resolve any inconsistencies or questions during the quoting process
Verify/validate all responses are properly received by customer acquisition official
Manage and report status on RFQ/RFP’s all key stakeholders
Purchase Orders:
Receive and review purchase orders and verify they are consistent with corresponding quote
Correspond to acquisition officials to acknowledge receipt and execution of PO’s
Prepare accurate and complete PO package for our Sales Operations team
Follow up with Sales Operations to ensure order was sent to vendor/distributor/OEM Partner
Update CRM and capture all relevant documentation at each stage of PO process
Target response to Order Administration: One hour after receiving fully executed PO from customer
Vendor Knowledge:
Become sales certified in specified vendor products (on-line training via portal), for the key OEMs within a Sales Team
Maintain solid relationships with counterparts with Distributors/OEM Partners
Participate in vendor activities, seminars, conferences, etc. as requested
Understand nuances of vendor products and business systems to minimize delays and errors and maintain an understanding of OEM channel discounting and revenue models
Teamwork:
Support Sales Account Team assigned territory (ENTER ACCOUNT TEAM)
Potentially support additional Account Teams as needed to support the growth of the organization
Facilitate team communications across the Sales Team, partners, and operations team
Maintain collaborative, positive, and professional demeanor in difficult situations
Be proactive and escalate issues as appropriate to minimize conflict
Ask questions, use good judgment, and take the initiative to get things done!
Business Acumen:
Understand and be sensitive to myriad of business factors driving actions and results (i.e.: fiscal quarter ends, customer politics, competitive dynamics, acquisition policies, etc.)
Embrace the fluidity of the sales environment
Adapt to change and rapidly developing sales environments
Understand, recognize, and prioritize core issues that must be addressed to move sale forward
Optiv + ClearShark is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, status as an individual with a disability, veteran status, or any other basis protected by federal, state, or local law.
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