01/30/2026
We are Hiring!
JOB TITLE: Sales Support Coordinator
EST HOURS OF WORK: 40 hours per week
OVERVIEW
The Sales Support Coordinator is an internal-facing role within the Sales Engineering department, responsible for ensuring that sales opportunities and renewals are properly created, tracked, documented, and converted into accurate, customer-ready proposals based on solutions designed and approved by Sales Engineers.
This role serves as the operational and documentation backbone of the Sales Engineering function. It ensures that every request submitted to Sales Engineering results in a structured Connectwise opportunity, complete solution documentation, and a clean handoff to service delivery.
This position is largely non-customer-facing and does not carry a sales quota.
RESPONSIBILITIES & TASKS
OPPORTUNITY CREATION & MANAGEMENT
Create and maintain a Connectwise opportunity for every new sales request submitted to Sales Engineering
Validate that required opportunity information and documentation is present before opportunities advance
Enforce standardized opportunity creation and requirements
Ensure accurate tracking of opportunity status, timelines, and ownership
PROPOSAL ASSEMBLY
Build proposals using:
o Approved solution designs from Sales Engineers
Translate technical solutions into accurate, professional, client-ready proposals
Ensure scope, assumptions, exclusions, dependencies, and pricing are clearly documented
Manage internal approvals, version control, and document readiness prior to release
RENEWAL OPPORTUNITY MANAGEMENT
Track contract, license, and subscription renewal dates for managed products and services, including:
o Firewalls and security licenses
o SaaS and cloud subscriptions
o Hardware support and maintenance agreements
Proactively create renewal opportunities in the CRM within defined timeframes (e.g., 90–120 days prior to renewal)
Ensure renewal opportunities are properly categorized, documented, and assigned
Assemble renewal quotes and documentation using approved templates and pricing inputs
Ensure renewal opportunities follow the same documentation and approval standards as new business
CONNECTWISE ACCURACY & INTEGRITY
Maintain high standards of Connectwise data accuracy
Ensure opportunity status accurately reflect the solution, scope, and pricing
Identify and correct missing, incomplete, or inaccurate opportunity records
INTERNAL COORDINATION/SALES HANDOFF
Assemble sales-to-delivery handoff documentation using finalized proposal data
Ensure all required artifacts are completed prior to deal closure
Coordinate internally to confirm readiness for implementation or renewal ex*****on
Support consistent transitions from Sales Engineering to Service Delivery
SKILLS AND ATTRIBUTES
DESIRED
Experience in MSP, IT services, telecom, or professional services preferred
Experience working with Connectwise or other CRM Systems
Strong attention to detail and documentation accuracy
Process-driven mindset with the ability to enforce standards
Excellent written communication skills
Ability to manage multiple opportunities and deadlines simultaneously
Comfortable coordinating across Sales Engineering, Sales, Accounting, and Operations
Comfortable working with Connectwise, proposal tools, and pricing worksheets
Ability to understand technical services at a high level
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