Sales Support Specialist

The Opportunity

You’ll join the Sales Operations team as a Sales Support Specialist, managing the deal lifecycle from opportunity creation to underwriting approval. You’ll collaborate across Sales, Underwriting, Support, Implementation and Billing — delivering a seamless end-to-end experience.

What You’ll Do

• Create and manage opportunities in Salesforce & DealHub for new deals, add-ons/upgrades, change of ownerships, and re-books
• Generate quotes, complete digital applications and enter deal data toward underwriting submission
• Work closely with Underwriting on incomplete applications and deals on hold
• Drive clear communication of requirements and next steps to the sales team
• Partner with Sales, Underwriting, Implementation, and Support to keep deals moving
• Process equipment add-ons and orders across multiple channels
• Maintain internal tracking of DealHub add-ons and coordination with shipping/fulfillment partners (POSRG, SpotOn, etc.)
• Monitor missing shipments, resolve discrepancies, and ensure correct fulfillment; send tracking and invoice details
• Receive, review and action Salesforce cases from sales reps and internal partners; verify deal details (MID, quote, proposal, documentation)
• Maintain spreadsheets and tracking logs for equipment cases and updates
• Send invoices and process billing in NetSuite and Salesforce; initiate credit memos and refunds (SOPF fees, billing corrections, etc.)
• Manage SaaS increases/decreases, billing changes, terminations, seasonal/paused accounts and communicate billing status 
• Receive cancellation requests and coordinate equipment returns; verify eligibility and partner with Support on refunds and credit memos after approval
• Serve as the primary operational support contact for the sales teams, provide status updates and collaborate with internal teams to resolve issues quickly

What You Bring

• Experience in sales operations, underwriting support, or account management
• Strong experience with Salesforce and DealHub preferred
• Exceptional attention to detail, organization and ability to manage time-sensitive tasks across multiple workstreams
• Excellent written and verbal communication skills
• Ability to work cross-functionally in a fast-paced environment

Success in this Role Looks Like

• Deals move efficiently from creation to approval with minimal errors
• Sales, underwriting and partners receive timely updates and clear communication
• Equipment and billing tasks are completed accurately and on schedule
• Provide exceptional service and operational support

Benefits:  

At SpotOn, we put people above everything else. We’re known for our innovative software and technology solutions, but we stand out because of the hard-working humans behind the tech. We can’t take care of our clients without taking care of our employees first, and that’s why we invest in you with a competitive benefits package which includes:

• Medical, Dental and Vision Insurance 
• 401k with company match
• RSUs
• Paid vacation, 10 company holidays, sick time, and volunteer time off
• Employee Resource Groups to build community and inclusion at work
• Monthly cell phone and internet stipend
• Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development

Compensation:

• Our base pay range starts at $22.00 - $26.00  for this role
• Please note the salary range listed is just one component of a competitive compensation package which includes a company stock plan
• Offers will be reflective of the candidate’s location and experience.