Pre-Sales Support Specialist

Posted 3 Days Ago
Be an Early Applicant
Markham, ON, CAN
Hybrid
50K-65K Annually
Mid level
Information Technology
The Role
The Pre-Sales Support Specialist coordinates vendor pricing, develops quotes, manages vendor interactions, and collaborates with Account Executives to enhance sales efficiency.
Summary Generated by Built In

About Bluum

Bluum is a leading provider of education technology solutions, partnering with K-12 institutions to design and deliver modern learning environments. With over 50 years of experience, Bluum offers a comprehensive portfolio including devices, networking, cybersecurity, and audio-visual solutions. Our mission is to help schools make impactful, cost-effective technology decisions that enhance the learning experience.

Position Summary

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.

Key Responsibilities

Sales Support

  • 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

Pricing Coordination

  • 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

Quote Development

  • 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

Workflow Management

  • Manage incoming requests through established intake and tracking processes
  • Meet defined service level agreements (SLAs) and communicate risks proactively
  • Maintain accurate and complete documentation in NetSuite
  • Collaborate with procurement to share vendor performance insights and recurring issues

Scope of Role

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

  • Integration quotes, complex bids, or RFP management
  • Engineering or solution design responsibilities
  • Sales forecasting, opportunity strategy, or final deal decisions
  • Post-sale order processing

Qualifications

Required

  • 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
  • Excellent written and verbal communication skills
  • Strong attention to detail and accuracy

Preferred

  • Experience working with ERP or CRM systems (e.g., NetSuite)
  • Experience coordinating with vendors or suppliers
  • Familiarity with technology products or distribution environments

Core Competencies

  • Ability to prioritize and execute in a fast-paced environment
  • Strong problem-solving and critical thinking skills
  • Proactive communication and stakeholder management
  • Customer service mindset with a focus on responsiveness and quality
  • Ability to manage competing deadlines and shifting priorities

Work Environment

  • Fast-paced, deadline-driven environment
  • Collaborative interaction with sales teams, vendors, and internal departments
  • May require handling multiple concurrent requests with varying levels of complexity

Salary range $50-65K


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    The Company
    HQ: Phoenix, AZ
    501 Employees
    Year Founded: 1946

    What We Do

    Magic happens when the right people and resources come together to create something greater than the sum of its parts. As North America’s largest learning catalyst, Bluum is rooted in the belief that education is the single most achievable step toward a more positive and equitable tomorrow. Our employees are driven BY a single mission – to improve learning and make it more accessible. From the personalized support and services we provide to the hand-picked products we use that create exceptional learning environments, everything we touch, say or do empowers educators to make a difference. Learn more about how we are cultivating possibility at bluum.com.

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