Cargo/Freight, Communication Skills, Customer Relationship Management (CRM) Systems, Customer Support/Service, Detail Oriented, Documentation, ERP (Enterprise Resource Planning), Environmental Impact, Establish Priorities, NetSuite, Options Analysis, Order Processing, Organizational Skills, Post-Sales, Pre-Sales, Presentation/Verbal Skills, Pricing, Problem Solving Skills, Purchasing/Procurement, Request for Proposals (RFP), Sales, Sales Forecasting, Sales Management, Sales Operations, Sales Support, Service Level Agreement (SLA), Team Player, Time Management, Vendor/Supplier Evaluation, Vendor/Supplier Management, Vendor/Supplier Selection, Writing Skills
Salary range $50-65K
Hybrid
About Bluum
At Bluum, we're on a mission to improve learning and make it more accessible for all. Guided by our values-Start with Empathy, Do What's Right, Own It Together, and Win as a Team, Always be Learning-we partner with educators to create impactful learning environments through innovative solutions and personalized support. If you're driven by purpose and want to make a real difference, you belong at Bluum
Position Overview
The Pre-Sales Support Specialist plays a critical role in supporting the sales organization by coordinating vendor pricing and developing accurate, compliant non-integration quotes. This role is responsible for collecting and analyzing pricing and availability data, managing vendor interactions, and producing high-quality quotes that enable efficient deal execution.
The Specialist works closely with Account Executives to improve response time, enhance quote accuracy, and support margin discipline, while ensuring a high level of service and responsiveness.
Key Responsibilities
Sales Support
- Partner with Account Executives to support pre-sales activities and quote development
- Clarify request requirements and objectives to ensure accurate execution
- Provide proactive updates on request status, timelines, and next steps
- Maintain a solutions-oriented approach, particularly when managing urgent or complex requests
Pricing Coordination
- Source pricing from multiple vendors (minimum of three where applicable)
- Collect and document key data, including pricing, availability, lead times, freight, and quote validity
- Evaluate vendor options and recommend the most effective solution based on cost, timeline, and vendor alignment
- Manage vendor deal registrations, including submission, tracking, and documentation within NetSuite
Quote Development
- Prepare accurate, customer-ready, non-integration quotes using NetSuite
- Ensure all quotes include correct products, quantities, pricing, lead times, and validity dates
- Identify and propose alternative solutions when constraints arise (e.g., substitutions, alternate vendors, phased delivery)
- Present multiple quote options when appropriate, outlining trade-offs related to cost, availability, and timelines
Workflow Management
- Manage incoming requests through established intake and tracking processes
- Meet defined service level agreements (SLAs) and communicate risks proactively
- Maintain accurate and complete documentation in NetSuite
- Collaborate with procurement to share vendor performance insights and recurring issues
Scope of Role
This role supports pre-sales execution but does not include:
- Integration quotes, complex bids, or RFP management
- Engineering or solution design responsibilities
- Sales forecasting, opportunity strategy, or final deal decisions
- Post-sale order processing
Qualifications
Required
- 2-5+ years of experience in pricing, quoting, sales support, procurement, or sales operations
- Strong organizational and time management skills, with the ability to manage high volumes of work
- Excellent written and verbal communication skills
- Strong attention to detail and accuracy
Preferred
- Experience working with ERP or CRM systems (e.g., NetSuite)
- Experience coordinating with vendors or suppliers
- Familiarity with technology products or distribution environments
Core Competencies
- Ability to prioritize and execute in a fast-paced environment
- Strong problem-solving and critical thinking skills
- Proactive communication and stakeholder management
- Customer service mindset with a focus on responsiveness and quality
- Ability to manage competing deadlines and shifting priorities
Work Environment
- Fast-paced, deadline-driven environment
- Collaborative interaction with sales teams, vendors, and internal departments
- May require handling multiple concurrent requests with varying levels of complexity
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TROXELL COMMUNICATIONS, INC.