About this opportunity
Talent Bridge lists this Technical Sales Operations Specialist opportunity in charlotte, North Carolina. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Technical Sales Operations SpecialistLocation: Charlotte, NC – Hybrid/Onsite Employment Type: Direct Hire | Full-TimePosition OverviewA growing organization in Charlotte is seeking a Technical Sales Operations Specialist to support its B2B sales and customer operations team. This position combines technical sales support, Salesforce/CRM management, quoting, order processing, and customer service.The ideal candidate is comfortable working directly with customers while also managing the systems and operational details behind the sales process. This person will help understand customer requirements, prepare quotes, create and maintain opportunities in Salesforce, enter and track orders, and coordinate with internal teams to ensure customer requests are completed accurately and on time.Thiss a great opportunity for someone with experience supporting technical products, B2B customers, Salesforce, and ERP/order management systems who enjoys both customer interaction and hands-on systems work.Key ResponsibilitiesServe as a key point of contact for B2B customers via phone, email, and web inquiriesWork with customers to understand product requirements and recommend appropriate technical solutionsCreate and maintain customer accounts, opportunities, quotes, orders, and sales activity within SalesforceEnter, process, and track customer orders through completionPrepare customer quotes, proposals, pricing, and supporting sales documentationMaintain accurate customer, product, order, and opportunity information within CRM and ERP systemsFollow up on open quotes, opportunities, orders, and customer requestsCoordinate with Sales, Operations, Service, and other internal teams to ensure accurate and timely order fulfillmentAssist customers with product questions, order updates, technical information, and issue resolutionTroubleshoot order, system, and customer issues and coordinate with the appropriate internal teamsProcess returns and RMAs and ensure accurate documentationSupport Salesforce workflows, data accuracy, reporting, and overall CRM best practicesIdentify opportunities to improve sales processes, CRM usage, and order management workflowsResearch prospective accounts and identify potential customers and key decision-makersSupport outbound sales activities and new business development effortsAssist with trade shows, customer events, and marketing initiatives as neededQualifications3–5+ years of experience in technical sales support, sales operations, order management, customer operations, inside sales, or a similar B2B environmentHands-on experience working within Salesforce.Experience creating or managing customer accounts, opportunities, quotes, and/or orders within a CRMExperience with ERP or order management systems, preferably SAP or a similar platformExperience entering, processing, and tracking customer ordersAbility to understand technical products, specifications, configurations, and customer requirementsStrong customer-facing communication and problem-solving skillsStrong attention to detail and ability to manage multiple orders, opportunities, and customer requests simultaneouslyComfortable working across Sales, Operations, Service, and other internal departmentsBachelor's degree preferred; equivalent relevant professional experience will also be consideredPreferred BackgroundExperience supporting or selling products within technical, industrial, electrical, electronics, fire protection, safety systems, manufacturing, building systems, automation, telecommunications, or similar B2B environments is a plus.Experience with Salesforce and SAP is highly desirable.What We're Looking ForWe are looking for someone who is technically inclined, systems-savvy, organized, and customer-focused.The right person should be comfortable speaking with customers to understand what they need while also handling the detailed work behind the scenes—building opportunities in Salesforce, preparing quotes, entering orders, tracking progress, maintaining accurate information, and coordinating with internal teams.This role is a strong fit for someone who enjoys being involved throughout the full sales and order lifecycle, from the initial customer inquiry through order completion.Why Join?Hands-on role combining technical sales, Salesforce, order management, and customer operationsOpportunity to work directly with both customers and internal sales teamsExposure to technical products and solutionsCollaborative environment across Sales, Operations, and ServiceOpportunity to improve sales processes and CRM utilization #INDEAST
Worksite address
charlotte, NC, 28202, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.