Pre-Sales Support Specialist

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.

- 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

- 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

- 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

- Manage incoming requests through established intake and tracking processes

- Meet defined service level agreements (SLAs) and communicate risks proactively

- Collaborate with procurement to share vendor performance insights and recurring issues

This role supports pre-sales execution but does not include:

- Sales forecasting, opportunity strategy, or final deal decisions

- 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

- Experience working with ERP or CRM systems (e.g., NetSuite)

- Familiarity with technology products or distribution environments

- Ability to prioritize and execute in a fast-paced environment

- Customer service mindset with a focus on responsiveness and quality

- Ability to manage competing deadlines and shifting priorities

- Collaborative interaction with sales teams, vendors, and internal departments

- May require handling multiple concurrent requests with varying levels of complexity