Bluum
Pre-Sales Support Specialist
CRM
Edtech.com's Summary
Bluum is hiring a Pre-Sales Support Specialist who supports sales teams by coordinating vendor pricing and developing accurate, compliant quotes to facilitate deal execution. The role requires collaboration with Account Executives to improve response times, ensure quote accuracy, and maintain margin discipline, while managing vendor interactions and pricing data.
Highlights
- Support pre-sales activities and develop quotes in partnership with Account Executives
- Source pricing from multiple vendors and evaluate cost, lead times, and availability
- Use NetSuite for vendor deal registrations and quote preparation
- Manage workflow of incoming requests and maintain documentation to meet SLAs
- Prepare accurate, customer-ready, non-integration quotes with alternative solutions as needed
- Requires 2–5+ years in pricing, quoting, sales support, procurement, or sales operations
- Experience with ERP/CRM systems, especially NetSuite, is preferred
- Strong communication, organizational skills, and attention to detail essential
- Salary range is $50,000 to $65,000 annually
- Collaborate closely with sales teams, vendors, and procurement departments
Pre-Sales Support Specialist Full Description
Pre-Sales Support Specialist
Job Category: Sales Support
Requisition Number: PRESA002046
- Full-Time
- Hybrid
- Markham, ON L3T, CAN
Job Details
Description
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
Salary range $50-65K
Hybrid
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