Use Salesforce.com to generate quotes, track opportunities and process orders.
Partner with Services Leadership to maintain and enhance project scoping information
Ensure accuracy and completeness of client responses and requirements documentation
Coordinate and manage Statements of Work (SOW), revision requests, and Change Orders with meticulous attention to detail
Work with the Proposal Support Group (PSG) for accurate, timely, and valuable responses to client needs
Establish consistency and standardization across various service offerings
Identify gaps in workflows and recommend actionable improvements
Perform quality assurance on proposals and project documentation to identify errors, omissions, and potential issues before they impact delivery
Serve as a liaison between back-office, sales, delivery teams, and other stakeholders
Maintain high levels of professionalism and communication to ensure exceptional internal customer experience
Work with PSOS Lead to update standard project templates and operational practices
Maintain accurate estimating data in Salesforce and related systems
Support services pipeline tracking
Requirements
High school diploma or equivalent required
Experience with Salesforce or similar CRM platforms preferred
Background in operations, cybersecurity, or professional services
Understanding of SOW development and contract management
Tech Stack
Cyber Security
SFDC
Benefits
Group Medical Insurance options: Zero Deductible PPO Plan (GuidePoint pays 90% of the premium for employees and 70% for family plans (spouse/children/family) or High Deductible Health Plan with HSA (GuidePoint pays 100% of the employees premiums and 75% for family plans (spouse/children/family). If you choose the High Deductible / HSA plan, GPS will contribute in 4 equal quarterly installments: ($850 per EE annually / $1750 per family annually (includes spouse/children/family options)
Group Dental Insurance: GuidePoint pays 100% of the premium for employees and 75% of family plans
12 corporate holidays and a Flexible Time Off (FTO) program
Healthy mobile phone and home internet allowance
Eligibility for retirement plan after 2 months at open enrollment