Job Description

As a Sales Admin Assistant /CAMigo at Intelligent Technical Solutions, you will support our sales team by understanding technological solutions and effectively communicating with a diverse client base. Your role will involve a mix of administrative support, client relationship management, and technical understanding to ensure seamless service delivery and client satisfaction. 

Job Responsibilities

Sales Support

• Uncover new business opportunities with existing clients and grow accounts within the assigned territory. 
• Develop and present solutions based on customers' business requirements. 
• Understand various delivery methods for solutions and anticipate what will work best for clients. 
• Analyze client needs and create supporting documentation. 

Client Coordination 

• Coordinate and prepare Strategic Business Reviews (SBRs) by compiling necessary client data, preparing presentation materials, and organizing prep sessions for the pod members. 
• Ensure all client meetings, including SBRs, are scheduled in advance, confirmed, and well-prepared. 
• Maintain accurate client records, including contact details, service tickets, SBR schedules, and ensure opportunities are tracked and updated. 
• Call clients weekly to maintain engagement and satisfaction. 
• Coordinate meetings, appointments, and other touchpoints for client engagement. 

Sales Operations

• Generate quotes by sourcing product costs and overseeing the order process from creation to client approval and follow-up. 
• Use company CRM and knowledge management tools to provide various levels of sales reporting. 
• Manage quotes and orders, ensuring accuracy and timely follow-up. 
• Support the sales process by updating ticket boards, tracking proposals, and coordinating with purchasing on order-related inquiries. 

Performance Reporting

• Assist in compiling KPIs and performance reports, highlighting the team’s achievements and areas for improvement. 

Job Qualifications

• Technical background is essential. 
• Demonstrated experience in client success, account management, or sales support. 
• Strong background in customer service and sales. 
• Familiarity with CRM software and customer support tools. 
• Strong client relationship management skills. 
• Excellent communication and interpersonal abilities. 
• Ability to multitask and prioritize effectively. 
• Strong organizational skills and attention to detail. 
• Analytical and data interpretation skills. 
• Proficiency in Microsoft Office Suite. 
• Flexibility in a fast-paced environment. 

Job KPIs

Clients Without Future SBRs (>$3K) – Goal: 0 

• Ensure every A or B band client (>$3K MRR) is scheduled for SBRs in advance. Pods should work together to achieve zero clients without future SBRs. This metric serves as an exception indicator to identify unscheduled clients. 

Clients Without Future SBRs ($1K-$3K) – Goal: 0 

• Schedule every C band client ($1K-$3K MRR) for SBRs in advance. Aim for zero clients without future SBRs, with pods collaborating to maintain this count. This metric helps identify when a client falls off the schedule. 

Missed SBR Re-bookings – Goal: 0 

• Secure a commitment for the next SBR date before concluding the current one to reduce overdue SBRs and scheduling hassles. 

Missing SBR Feedback – Goal: 0 

• Log an NPS rating and feedback for each SBR in the system. No SBR should be left without this crucial follow-up data. 

Unconfirmed SBRs – Goal: 0 

• Confirm all SBRs within two weeks of the scheduled meeting to avoid no-shows. Lack of confirmation should trigger pod involvement to decide on next steps. 

Opportunities Past Due – Goal: 0 

• Keep open opportunities with a past due estimated close date at zero. When this count rises, the pod should assess and adjust the next steps and estimates. Do not push opportunities forward merely to maintain a zero rating; use this KPI as an alert system. 

Opportunities Next Step Overdue – Goal: 0 

• Ensure all open opportunities have a next step with a date. Overdue steps should be discussed and resolved within the pod. CSAs should proactively monitor due dates and ensure pod members complete their actions on time. 

Quotes/Proposals Prepared – Goal: 5 

• Track the total number of quotes prepared by CSAs to gauge the efficiency and productivity of the quoting process. 

SBR Prepared 

• Track the total number of SBRs prepared and completed by CSAs, including internal reviews with the vCIO and CAM and subsequent pod approval. 

Job Requirements

• A home office set up that meets the following:
• A working computer with minimum of 8gb RAM, i5 Windows10 or macOS Big Sur. 
• Stable internet connection with at least 5mbps download and upload.
• A quality headset with noise cancellation feature for meetings. 
• A mobile phone that has the capacity to install the Microsoft Authentication app. 
• HD webcam
• A very strong cultural fit the ITS way (Our core values will be discussed during the interview) 
• Excellent command of the English language both spoken and written 
• Able to work full time for 40 hours a week:  8:00 AM to 5:00 PM PST (Monday to Friday)
• Able to pass our online behavior and cognitive assessments. 
• Able to provide NBI Clearance (for PH applicants).

Compensation

Pay rate starts at $5/hour and varies by experience and location.

Benefits

• Comprehensive Health Plans / HMO (Employee & Dependent/s)
• Life Insurance
• Flexible Benefit Reimbursement (Dental/Vision/Mental Health/Wellness/Government Contributions)
• Paid Time Off (starts at 15 days per year)
• Maternity/Paternity Leave
• Paid US Holiday
• Night Shift Bonus
• Salary Advancement/Loan
• Health & Wellness Program
• Company-paid training and certification

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Job Description

The Client Account Manager is responsible for managing and nurturing relationships with clients to ensure their satisfaction and loyalty. This role involves understanding client needs, developing and implementing strategies to meet those needs, and ensuring the delivery of high-quality services. The Client Account Manager serves as the primary point of contact for clients, handling inquiries, resolving issues, and facilitating communication between clients and internal teams. 

Job Responsibilities

Client Relationship Management 

• Develop and maintain strong relationships with clients. 

• Act as the main point of contact for clients, addressing client queries and communications promptly and effectively. 

• Coordinate meetings, appointments or other “touch points” for client engagement. 

• Schedule regular check-ins and meetings with clients to review progress and gather feedback. 

Client Support 

• Provide prompt and effective support to clients, resolving any issues or concerns they may have. 

• Facilitate communication between clients and technical support teams when necessary. 

• Ensure clients are fully trained and knowledgeable about the company’s products and services. 

Account Management 

• Monitor client accounts to ensure that all services are delivered on time and meet client expectations. 

• Identify opportunities for upselling and cross-selling additional services or products. 

• Prepare and present regular reports to clients on performance metrics, project status, and other relevant data. 

Invoice Reviews

• Review and approve client invoices to ensure accuracy and compliance with contract terms. 

• Address and resolve any discrepancies or issues related to billing. 

• Communicate with clients regarding invoice inquiries and payment statuses. 

Internal Liaison 

• Coordinate with internal teams (e.g., procurement, projects, service team) to ensure seamless delivery of services and address any issues. 

• Manage timelines, budgets, and resources for client projects. 

• Address and resolve any issues or conflicts that arise during project execution. 

Strategic Planning 

• Work with VCIO to develop and present solutions based on customer's business requirements. 

• Ability to understand various ways a solution may be delivered and anticipate what will work best for client.  

• Analyze client needs and create supporting documentation to outline these needs. 

• Prepare and manage quotes for technical projects. 

• Organize and present Strategic Business Reviews 

Performance Tracking and Reporting 

• Prepare and deliver performance reports to clients and senior management through SBR Presentations 

• Use company CRM and knowledge management tools in order to provide various levels of sales reporting.  

Job Qualifications

• Proven experience as an Account Manager, Client Manager, or in a similar role. 

• Strong understanding of account management and customer service principles. 

• Excellent communication and interpersonal skills. 

• Ability to manage multiple projects and priorities simultaneously. 

• Proficiency in CRM software and Microsoft Office Suite. 

• Strong problem-solving skills and attention to detail. 

• Ability to work independently and as part of a team. 

Job KPIs

• SBRs Completed 

Measure the number of SBRs the CAM has successfully delivered, ensuring clients are regularly engaged and their needs are being met. 

• Proposals Sent (Count) | (Value) 

The number of and total dollar value of all proposals sent out, indicating proactive client engagement and potential for sale. 

• Opportunities Active (Count) | (Value) 

Track the number of the total dollar value of all active opportunities (stages 4 and 5) currently awaiting client decisions, indicating engagement and potential future revenue. 

• Opportunities Won (Count) | (Value) 

Measure the number of and total dollar value of proposals and quotes that have been successfully converted into sales, reflecting the effectiveness in making recommendations to clients and revenue impact of efforts. 

• Net New MRR Won 

Track the increase in monthly recurring revenue resulting from upselling or cross-selling to the existing client base. 

Requirements

• A home office set up that meets the following:
• Computer: A working computer with a minimum of 8GB RAM and one of the following:
• Windows 11 with an Intel i5 or i7 (8th generation or newer), or
• AMD Ryzen 5 or 7 (2000 series or newer), or
• macOS 12 or newer.
• Internet: Stable internet connection with at least 5 Mbps download and upload speeds.
• Audio Equipment: A quality headset with a noise-cancellation feature for meetings.
• Mobile Device: A smartphone capable of installing the Microsoft Authenticator app.
• Webcam: An HD webcam for video calls.
• A very strong cultural fit the ITS way (Our core values will be discussed during the interview) 
• Excellent command of the English language both spoken and written 
• Able to work full time 40 hrs. a week:  8:00 AM to 5:00 PM PST (Monday to Friday)
• Able to pass our online behavior and cognitive assessments.

Compensation

Pay rate starts at $6.00/hour plus commission and may vary by experience and location.

Benefits

• Comprehensive Health Plans / HMO (Employee & Dependent/s)
• Life Insurance
• Flexible Benefit Reimbursement (Dental/Vision/Mental Health/Wellness/Government Contributions)
• Paid Time Off (starts at 15 days per year)
• Maternity/Paternity Leave
• Paid US Holiday
• Night Shift Bonus
• Salary Advancement/Loan
• Health & Wellness Program
• Company-paid training and certification

Job Description

The Alignment Engineer must perform Client standards and alignment reviews and work proactively towards aligning Clients that are misaligned against our Company standards. Maintain & Develop Company standards and best practices.

Job Responsibilities

• Perform Remote Standards and Alignment Reviews.
• Maintain, update, and phase out assigned Clients Standards templates as technology or a Client environment changes.
• Develop and maintain technical knowledge of assigned Clients’ environments.
• Conduct thorough checking, updating and accuracy of Clients’ information and documentation.
• Be responsible for upholding best practices, and reporting recommendations to the vCIO.
• Identify Client technical risk and collaborate with internal teams appropriately.
• Contribute to the maintenance of the ITS Standards Library.
• Actively participate in the Standards and Alignment Committee
• Develop both technical and business acumen relating to Client sites
• Proactively maintain and improve Clients’ infrastructure remotely.
• Review project results for thoroughness, outcomes, documentation, and quality of execution
• Maintain strong client relationships.
• Keep abreast of the development of relevant IT and telecommunication systems, hardware and software applications within the industry
• Maintaining and keeping all assigned client documentation in order.
• Assist in the training, mentoring and development of staff.
• Perform general office duties as required remotely.
• Liaise with, manage, and advise Clients, other consultants, and contractors and attend meetings as required.
• Perform other appropriate duties and responsibilities as assigned by the Alignment Team Manager.
• Adopt continuous learning and improvement processes in all aspects of the position.
• Implement, participate in, and promote Company Policies and Procedures.

Job Qualifications

Job KPI's

• Utilization in/out department
• Amount of MRR managed
• # of clients managed
• # of completed Service Days
• # of completed Alignment Reviews
• # of Clients without a recent complete service day

Job Requirements

• A home office set up that meets the following:
  • Computer: A working computer with a minimum of 8GB RAM and one of the following:
    • Windows 11 with an Intel i5 or i7 (8th generation or newer), or
    • AMD Ryzen 5 or 7 (2000 series or newer), or
    • macOS 12 or newer.
  • Internet: Stable internet connection with at least 5 Mbps download and upload speeds.
  • Audio Equipment: A quality headset with a noise-cancellation feature for meetings.
  • Mobile Device: A smartphone capable of installing the Microsoft Authenticator app.
  • Webcam: An HD webcam for video calls.
• A very strong cultural fit the ITS way (Our core values will be discussed during the interview) 
• Excellent command of the English language both spoken and written 
• Able to work full time 40 hrs. a week:  8:30 AM to 5:30 PM EST (Monday to Friday)
• Able to pass our online behavior and cognitive assessments.
• Able to provide NBI Clearance (for PH applicants).

Compensation

Pay rate starts at $8.27/hour and may vary by experience and location.

Benefits

• Comprehensive Health Plans / HMO (Employee & Dependent/s)
• Life Insurance
• Flexible Benefit Reimbursement (Dental/Vision/Mental Health/Wellness/Government Contributions)
• Paid Time Off (starts at 15 days per year)
• Maternity/Paternity Leave
• Paid US Holiday
• Night Shift Bonus
• Salary Advancement/Loan
• Health & Wellness Program
• Company-paid training and certification

Skip the wait, fast-track your application and jump straight into your next big opportunity. Start your instant interview now:

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Job Description

The Client Account Manager (Remote) is responsible for managing and nurturing relationships with clients to ensure their satisfaction and loyalty. This role involves understanding client needs, developing and implementing strategies to meet those needs, and ensuring the delivery of high-quality services. The Client Account Manager serves as the primary point of contact for clients, handling inquiries, resolving issues, and facilitating communication between clients and internal teams. 

Job Responsibilities

Client Relationship Management 

• Develop and maintain strong relationships with clients. 

• Act as the main point of contact for clients, addressing client queries and communications promptly and effectively. 

• Coordinate meetings, appointments or other “touch points” for client engagement. 

• Schedule regular check-ins and meetings with clients to review progress and gather feedback. 

Client Support 

• Provide prompt and effective support to clients, resolving any issues or concerns they may have. 

• Facilitate communication between clients and technical support teams when necessary. 

• Ensure clients are fully trained and knowledgeable about the company’s products and services. 

Account Management 

• Monitor client accounts to ensure that all services are delivered on time and meet client expectations. 

• Identify opportunities for upselling and cross-selling additional services or products. 

• Prepare and present regular reports to clients on performance metrics, project status, and other relevant data. 

Invoice Reviews

• Review and approve client invoices to ensure accuracy and compliance with contract terms. 

• Address and resolve any discrepancies or issues related to billing. 

• Communicate with clients regarding invoice inquiries and payment statuses. 

Internal Liaison 

• Coordinate with internal teams (e.g., procurement, projects, service team) to ensure seamless delivery of services and address any issues. 

• Manage timelines, budgets, and resources for client projects. 

• Address and resolve any issues or conflicts that arise during project execution. 

Strategic Planning 

• Work with VCIO to develop and present solutions based on customer's business requirements. 

• Ability to understand various ways a solution may be delivered and anticipate what will work best for client.  

• Analyze client needs and create supporting documentation to outline these needs. 

• Prepare and manage quotes for technical projects. 

• Organize and present Strategic Business Reviews 

Performance Tracking and Reporting 

• Prepare and deliver performance reports to clients and senior management through SBR Presentations 

• Use company CRM and knowledge management tools in order to provide various levels of sales reporting.  

Job Qualifications

• This is an onsite role, and candidates must be local to Seattle and willing to visit clients as needed.
• Technology leadership experience in Engineering, Design, Architecture, financial services, healthcare firms would be a big plus
• Proven experience as an Account Manager, Client Manager, or in a similar role. 
• Strong understanding of account management and customer service principles. 
• Excellent communication and interpersonal skills. 
• Ability to manage multiple projects and priorities simultaneously. 
• Proficiency in CRM software and Microsoft Office Suite. 
• Strong problem-solving skills and attention to detail. 
• Ability to work independently and as part of a team. 
• Valid driver's license, vehicle insurance, and access to a vehicle for client visits.

Job KPIs

SBRs Completed 

• Measure the number of SBRs the CAM has successfully delivered, ensuring clients are regularly engaged and their needs are being met. 

Proposals Sent (Count) | (Value) 

• The number of and total dollar value of all proposals sent out, indicating proactive client engagement and potential for sale. 

Opportunities Active (Count) | (Value) 

• Track the number of the total dollar value of all active opportunities (stages 4 and 5) currently awaiting client decisions, indicating engagement and potential future revenue. 

Opportunities Won (Count) | (Value) 

• Measure the number of and total dollar value of proposals and quotes that have been successfully converted into sales, reflecting the effectiveness in making recommendations to clients and revenue impact of efforts. 

Net New MRR Won 

• Track the increase in monthly recurring revenue resulting from upselling or cross-selling to the existing client base. 

Compensation

Pay rate starts at $60,000/annum (plus commissions) and vary by experience and location.

Benefits:

• Medical Insurance Plan
• Dental & Vision
• Life Insurance 
• Disability Coverage
• Paid Time Off (starts at 15 days per year)
• Maternity/Paternity Leave
• Paid US Holiday
• Retirement Plan
• Salary Advancement/Loan
• Health & Wellness Program
• Company-paid training and certification
• Supplemental Life Insurance (Employee-paid)
• Supplemental Health Plans (Employee-paid)

You have the option to speed up your application process by following the link below or directly submit your application by completing the form (Apply for This Job). Once you've submitted the form, a member of our team will promptly get in touch with you.

Please go to this link for a short technical quiz: SALES ASSESSMENT TEST