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Heartland Business Systems

Delivery Support Specialist

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What they do

A Sales Support Specialist works as part of a sales team to provide support to sales representatives and assist with customer service. Manages data used by a sales team. Reviews orders and customer requests, and works to resolve customer issues related to sales. May research and develop leads for sales.

$62,366 / year median in Missouri

+5% projected growth

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Job Description

The Delivery Support Specialist role is primarily responsible for ensuring efficient and smooth day-to-day operations of the delivery team processes and projects. This individual works closely with multiple Team Leads, Solutions Consultants, and business units to schedule, coordinate, and help progress opportunities.
Roles and Responsibilities:
Collaborate with Inside Sales and Accounts Receivable (AR) departments to monitor the business unit service intake boards and new delivery service engagements. Monitor and respond to requests for presales support and work with the delivery team to assign resources. Provide scheduling and collaboration support. Quote services sold/supported by business units, where appropriate. Ensure accurate margin, pricing, and descriptions of product when quoting to clients. Monitor contract and license expiration dates sold/supported by delivery service team and coordinate with Sales to facilitate timely renewals, cancellations or service modifications. Assist with creation of Statements of Work (SOW) that fit established guidelines and provide specialized support for SOWs needing customization or deeper technical scoping. Assist Business Unit Leaders with quoting, opportunity analysis and forecasting to improve resource scheduling and project planning. Troubleshoot billing errors and ensure accurate client-facing credits and/or rebills with AR Team, as needed. Support accounting on service agreement setup and invoicing. Review accounting agreements for accuracy, where appropriate. Collaborate effectively with colleagues in Sales, Finance, and other business units. Provide innovative ideas on sales support process improvements and development of services. Assist with marketing activities and special projects as defined by the Operations Manager. Perform and support activities related to business-unit-specific processes Monitor weekly business unit timesheets for timely submission and accuracy. Assist in troubleshooting any issues or discrepancies that prevent proper submission. Participate in scheduled meetings with Leadership, as requested. Provide administrative or clerical support, as needed, for team. Attend team educational events to maintain a high-level understanding of the technologies and services offered by the delivery teams. Cross train with other team members supporting different business units.