Lead Strategic Sales Associate

Description

The Sales Support Administrator is a front-end commercial force multiplier embedded around Forgent's Strategic Account Fighting Units. The role helps the commercial organization scale by facilitating the opportunity-creation-to-order-entry process, keeping pursuit activity moving, and making sure front-end documentation is complete, visible, auditable, and useful for downstream stakeholders.

This role does not own the customer relationship, pricing decisions, legal decisions, credit decisions, order entry, or the commercial process itself. It is accountable for facilitating process flow, closing follow-up loops, surfacing gaps, and helping the right information reach the right owner at the right time. Forgent is still building connective tissue across legacy teams, systems, approval paths, and handoff routines. The right candidate must be comfortable operating in ambiguity, improvising responsibly, asking sharp questions, and creating practical clarity without waiting for a perfect process.

Key Responsibilities

· Monitor assigned Opportunities, Cases, Tasks, quote requests, and open items for Strategic Account Fighting Units.

· Follow up with sellers, Solution Engineers, Application Engineers, Commercial Operations, Legal, Accounting, and Order Fulfillment to keep work moving.

· Help initiate and track customer onboarding, credit review, payment terms, legal / Ironclad routing, and DOA approvals.

· Support quote-to-order readiness by helping confirm required customer, quote, terms, approval, PO, and Salesforce documentation is present.

· Maintain working trackers, dashboards, and status views that make blockers, aging items, and handoff gaps visible.

· Escalate unclear ownership, missing documentation, delayed approvals, or incomplete order packages before they create downstream failure.

Qualifications

· Bachelor's degree in Business, Sales, Operations, Supply Chain, Communications, or related field preferred.

· 5-7 years of experience in sales support, inside sales, sales administration, customer service, commercial operations, order management, or similar role preferred.

· Experience in manufacturing, industrial products, electrical products, construction, or engineered/project-based environments strongly preferred.

· Familiarity with Salesforce.com, Microsoft Dynamics, or similar CRM systems required.

· Experience operating in fast-moving, ambiguous environments where process maturity is still being built.

Disclaimer: The statements above are intended to describe the general nature and level of work being performed. They are not an exhaustive list of all responsibilities, duties, or skills required. Forgent Power reserves the right to modify, interpret, or apply this job description as needed.

Equal Employment Opportunity Statement: Forgent Power is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected class.

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