Sales Support Specialist

Sales Support Specialist – Sales Operations & Support Team

The Sales Support Specialist on the Sales Operations & Support Team provides operational, administrative, and program coordination support to the Sales organization. This role supports the administration of vendor programs and incentives - particularly Microsoft funding, compliance, and financial tracking – while also supporting core sales operations and support activities such as quoting, order processing, CRM data accuracy, and sales coordination.

The Sales Support Specialist partners closely with Sales, Finance, Operations, Renewals, and Service Delivery teams, as well as strategic vendors, to ensure accuracy, compliance, and a seamless end-to-end sales and revenue process.

What will you do in this role?

Microsoft Program Administration & Incentives

• Execute and support Microsoft funding program submission activities, including deployment funding and End Customer Investment Funds (ECIF), coordinating inputs, documentation, and timelines with internal stakeholders and Microsoft
• Submit, track, and maintain CPOR (Claiming Partner of Record) claims, aligning them with associated opportunities and program requirements
• Track Microsoft Enterprise Agreement (EA) renewals and coordinate activities supporting Microsoft Commerce Incentive (MCI) engagements, including timeline management and submission of related incentive claims
• Monitor Microsoft incentives, promotions, and partner program requirements, identifying eligibility considerations and communicating relevant updates to stakeholders
• Maintain accurate documentation and tracking of program activities, statuses, and outcomes to support visibility, reporting, and reconciliation

Financial Tracking & Reconciliation

• Track Microsoft-related payments, incentives, and reimbursements
• Reconcile expected versus received funding and escalate discrepancies
• Partner with Finance to support accurate allocation of vendor payments and program funding
• Maintain records and reporting related to vendor funding and incentive performance

Vendor Coordination & Administration

• Support vendor compliance activities related to order processing, documentation requirements, and vendor program standards
• Serve as liaison between internal teams and vendors to support alignment with contractual and program requirements
• Maintain accurate documentation and tracking related to vendor activities and Microsoft partner program guidelines
• Facilitate vendor-related activities across quoting, licensing, provisioning, and fulfillment by triaging requests, coordinating handoffs, and following up to support timely execution

Sales Support & Order Management

• Assist with preparing quotes and proposals for products and services
• Support processing of sales orders, subscription changes, renewals, and cancellations
• Maintain CRM data accuracy for accounts, contacts, opportunities, and renewals
• Support invoice accuracy by validating order and contract details
• Coordinate internal handoffs from Sales to Service Delivery and Operations teams

Operational Support & Process Excellence

• Document sales operations and vendor program processes
• Contribute to identifying opportunities to improve workflows, tracking, and operational efficiency
• Support ongoing process improvement and standardization efforts
• Support additional operational, administrative, and project coordination activities as aligned to sales operations, vendor programs, and broader team priorities as needed

What do you need to succeed in this role?

• 2–5 years of experience in sales support, sales operations, vendor coordination, or program administration
• Experience working with CRM systems (e.g., Microsoft CE, Salesforce)
• Experience supporting vendor programs or incentives; Microsoft ecosystem experience preferred
• Proficiency in Microsoft Office applications including Excel, Word, and Outlook
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Ability to work independently while collaborating effectively across teams
• Strong written and verbal communication skills
• Strong problem-solving and follow-through abilities

In compliance with this state's pay transparency laws, the midpoint of the salary range for this role is $70,000. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location.

About Sikich

Sikich offers the public and private sectors a diverse platform of professional services across consulting, technology and compliance. Highly specialized and hands-on teams deliver integrated solutions rooted in deep industry experience. Our approach is strategically and thoughtfully designed to help our clients, teams, and communities accelerate success.

Sikich Total Rewards

Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members' health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.

Some examples of our many benefits:

• Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.
• Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits.
• Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.

We also offer:

• Flexible work arrangements
• Health, dental, vision, life, and accident/death/disability insurance options
• HSA employer contribution
• Nine (9) paid holidays annually.
• A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
• 401(k) with employer contributions
• CPA bonus with four (4) paid exam days & four (4) paid study days.
• Tuition reimbursement
• Generous employee referral bonus program
• Client referral bonus program
• Pet insurance
• FORCE – Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.

Sikich is an Equal Opportunity Employer M/F/D/V

Sikich practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Sikich CPA LLC has a contractual arrangement with Sikich LLC under which Sikich LLC supports Sikich CPA LLC's performance of its professional services. Sikich LLC and its subsidiaries are not licensed CPA firms.

"Sikich" is the brand name under which Sikich CPA LLC and Sikich LLC provide professional services. The entities under the Sikich brand are independently owned and are not liable for the services provided by any other entity providing services under the Sikich brand. The use of the terms "our company", "we" and "us" and other similar terms denote the alternative practice structure of Sikich CPA LLC and Sikich LLC.

Securities offered through Sikich Corporate Finance LLC, member FINRA/SIPC. Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor.

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