Position Summary

The Inside Sales & Marketing Support Specialist provides day-to-day coordination across the sales, order management, customer onboarding, and marketing support processes. This role helps move opportunities from quotation through fulfillment by maintaining accurate records, coordinating internal handoffs, resolving order discrepancies, and keeping customers and stakeholders informed. The position also supports reseller onboarding, contract renewals, and trade show logistics.

Key Responsibilities

Sales Operations & Order Management

• Prepare accurate and timely sales quotes in coordination with the sales team.
• Review customer purchase orders against approved quotes, identify discrepancies, and coordinate resolution before order acceptance.
• Create, maintain, and update Sales Orders in QuickBooks.
• Submit Work Orders and coordinate with operations to establish and track target ship dates.
• Maintain the Sales Master Checklist and provide clear visibility into order status, open items, milestones, and delivery schedules.
• Track orders through fulfillment and proactively communicate changes, risks, or required actions to internal stakeholders and customers.

Customer & Reseller Onboarding

• Manage new customer and reseller onboarding from initial setup through completion.
• Coordinate required documentation, account information, commercial terms, tax forms, and internal system setup.
• Serve as the primary coordinator during onboarding, ensuring timely follow-up and a smooth customer or partner experience.

Renewal & Customer Follow-Up

• Monitor upcoming support contract renewals and proactively follow up with customers.
• Maintain accurate renewal records and customer communications.
• Qualify and advance renewal opportunities until they are ready to transition to the Sales team.

Marketing & Trade Show Support

• Support trade show logistics, including shipping coordination, material preparation, inventory tracking, and administrative tasks.
• Coordinate the timely delivery and return of marketing collateral, demonstration equipment, and event materials.
• Assist with lead tracking, event follow-up, and other sales enablement or marketing activities as needed.

Qualifications

• 2+ years of experience in inside sales, sales operations, customer service, order management, marketing support, or a related role.
• Experience with QuickBooks or a comparable accounting, order management, or ERP platform.
• Proficiency with Microsoft 365 applications, particularly Excel, Word, Outlook, and Teams.
• Strong attention to detail, organizational skills, and ability to manage multiple priorities and deadlines.
• Clear, professional written and verbal communication skills.
• Demonstrated ability to work effectively across Sales, Product Management, Operations, Finance, and Marketing.
• Associate or bachelor’s degree in Business, Marketing, Communications, or a related field, or equivalent practical experience.

Preferred Qualifications

• Experience in a B2B technology, telecommunications, networking, manufacturing, or hardware environment.
• Experience supporting customer and reseller onboarding processes.
• Familiarity with domestic and international shipping coordination.
• Experience supporting trade shows, conferences, or customer events.
• Experience working in a remote environment with cross-functional teams.

Key Success Attributes

• Accuracy Produces complete, reliable quotes and order records.
• Ownership Drives tasks through closure and follows up proactively.
• Customer Focus Creates a responsive, professional customer experience.
• Communication Keeps stakeholders aligned on status, risks, and next steps.
• Prioritization Balances urgent sales needs with recurring operational work.
• Collaboration Works effectively across commercial and operational teams.