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Job summary

Manage CRM data, lead processing, and the preparation of commercial documents such as quotes and renewals. Coordinate scheduling for discovery calls and handle pre-sales vendor documentation and security questionnaires.

Job details

Why You’ll Love This Role This role keeps our sales organization responsive, accurate, and easy to work with. You'll manage leads, commercial documents, call scheduling, renewals, and customer pre-sales requirements so Sales Consultants can focus on customer conversations and closing business. What You’ll Do Lead & CRM Operations Process trial and demo requests and maintain complete company and contact records. Keep lead status, CRM data, and sales documentation accurate and current. Quotes, Renewals & Scheduling Prepare standard quotations, proposals, and renewal documents. Schedule discovery calls and demos, coordinate calendars, and manage rescheduling. File contracts and support recurring commercial workflows. Pre-Sales & Vendor Documentation Complete customer security questionnaires and standard pre-sales forms. Support vendor onboarding and procurement documentation. File contracts and maintain records Coordinate required input from Product, Customer Success, and technical teams. What You’ll Bring Experience (3+ years) in Inside Sales, Sales Operations, Customer Support, or Commercial Administration, or similar roles. Strong organizational skills, attention to detail, and reliable follow-through. Experience with CRM systems, quotations, scheduling, and sales processes. Clear written and verbal communication skills and confidence interacting with prospects. Nice to Have Experience in B2B SaaS or subscription-based businesses. Familiarity with security questionnaires, vendor onboarding, or procurement processes. Ready to Join Us? If you enjoy creating structure, coordinating stakeholders, and helping a sales team execute efficiently, we'd love to hear from you.

What you’ll do

Manage CRM data, lead processing, and the preparation of commercial documents such as quotes and renewals. Coordinate scheduling for discovery calls and handle pre-sales vendor documentation and security questionnaires.

Requirements

Requires over 3 years of experience in inside sales, sales operations, or commercial administration. Candidates should possess strong organizational skills and experience with CRM systems and B2B SaaS environments.

Listed skills

• Customer support · Preferred
• written communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• CRM Operations
• Lead Management
• Sales Operations
• Quotation Preparation
• Calendar Coordination
• Vendor Onboarding
• Procurement Documentation
• Customer Support
• Commercial Administration
• B2B SaaS
• Written Communication
• Verbal Communication

Job areas

• Sales
• Administrative
• Customer Service & Support
• Software