Bluum
Pre-Sales Support Specialist
CRM
Edtech.com's Summary
Bluum is hiring a Pre-Sales Support Specialist. The Specialist coordinates vendor pricing, develops accurate non-integration quotes, and supports Account Executives to ensure efficient deal execution. They manage vendor interactions, maintain documentation, and improve quote accuracy while supporting margin discipline.
Highlights
- Support pre-sales activities and quote development in collaboration with Account Executives
- Source and evaluate pricing from multiple vendors, managing deal registrations within NetSuite
- Prepare accurate, customer-ready non-integration quotes including product details, pricing, and timelines
- Manage workflows, track requests, and maintain documentation adhering to service level agreements (SLAs)
- Use NetSuite ERP system for pricing coordination and quote development
- Required 2 to 5+ years in pricing, quoting, sales support, procurement, or sales operations
- Strong organization, time management, and communication skills with attention to detail
- Preferred experience with ERP/CRM systems, vendor coordination, and technology product environments
- Exclude responsibilities such as integration quotes, complex bids, RFP management, engineering design, and post-sale order processing
- Salary range $50,000 to $65,000 annually
Pre-Sales Support Specialist Full Description
Pre-Sales Support Specialist
Job Category: Sales Support
Requisition Number: PRESA002045
- Full-Time
- Hybrid
- Saint Paul, MN 55108, USA
Job Details
Description
Salary range $50-65K
Hybrid- MN St. Paul office
About Bluum
At Bluum, we’re on a mission to improve learning and make it more accessible for all. Guided by our values—Start with Empathy, Do What’s Right, Own It Together, and Win as a Team, Always be Learning—we partner with educators to create impactful learning environments through innovative solutions and personalized support. If you’re driven by purpose and want to make a real difference, you belong at Bluum
Position Overview
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
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