Sr. Sales Analyst, Global Strategic Accounts

POSITION SUMMARY

The Sr. Sales Analyst, Global Strategic Accounts (GSA) provides critical commercial support to GSA Account Directors (AD). The incumbent will be expected to be the primary commercial support resource for an assigned GSA AD, enabling them to focus on overall account strategy and customer-facing engagements.

As a key support function for the GSA sellers, this position requires significant collaboration across all business functions across Vertiv. Key areas of focus include responsibility for CPQ quotations, order entry, order tracking, customer reporting requirements, product applications assistance, pipeline maintenance, and coordination with project management and field services.

RESPONSIBILITIES

• Strong collaboration with the GSA Sales Organization including Sr. Executives, business leaders, and subject-matter-experts. 
• Support end to end management of commercial transactions from initial quotation support to final coordination of customer start up services in collaboration with key execution team resources.
• Intermediary support for product applications, researching and obtaining product related details necessary to support Account Director and Customer inquiries
• Timely, error free entry of orders, ensuring proper utilization of CPQ tools and resources.
• Quotations / opportunity management
  • Initiate commercial quotes by setting up OSC opportunity, and creating CPQ quotation based upon inputs from Account Directors.
  • Maintain quotation and proposal revisions
  • Assist AD with DOP pricing requests by submitting and following up 
• Order entry
  • Complete CPQ order entry 
  • Upload customer documentation into CPQ 
  • Liaise with Vertiv factory order entry teams 
• Order management & tracking
  • Monitor factory acknowledgement dates
  • Communicate order status and keep Account Directors informed of any changes
  • Manage and distribute customer specified reports which may include
    • Manual order status reports
    • Online portals / e Commerce tools
  • Where required ensure technical documents as required are uploaded to CPQ.
  • Is comfortable dealing externally with customers as well as internal stakeholders. 
  • Prepares and delivers customer specified reporting either manually or via customer e commerce portals
• Technical support
  • Broad product level knowledge to enable effective use of CPQ
  • Gains understanding of the Vertiv org structure by line of business
  • Able to understand and seek out application related questions on behalf of AD to support quote and proposal generation.
• Coordination with project management and services organization
  • Supports project management team with regular updates on order and delivery status
  • Coordinates for shipping shortages and damages as required
  • Assists with coordination of startup requirements to field services organization.
• Commercial Support
  • Provides an interface into tax department as needed to gather all necessary tax exemption information
  • Assists accounts payable to resolve any order related collections issues

 

QUALIFICATIONS

• 3+ years of experience in a customer service-related role.
• Strong technical acumen, ability to understand product applications
• PC Tools Skills: Advanced proficiency in Microsoft Word, PowerPoint, Excel, and Oracle Based CRM and Order Management Systems
• Exceptional communication skills and ability to build diverse relationships within a matrix organization.
• Bachelors' Degree in Business, Engineering or Technology/Operations is desirable.

 

TRAVEL REQUIRED

• Infrequent (<5%)

The successful candidate will embrace Vertiv’s Core Principals & Behaviors to help execute our Strategic Priorities.  

OUR CORE PRINCIPALS:  Safety.  Integrity. Respect.  Teamwork.  Diversity & Inclusion.

OUR STRATEGIC PRIORITIES

• Customer Focus
• Operational Excellence
• High-Performance Culture
• Innovation
• Financial Strength

OUR BEHAVIORS

• Own It
• Act With Urgency
• Foster a Customer-First Mindset
• Think Big and Execute
• Lead by Example
• Drive Continuous Improvement
• Learn and Seek Out Development

At Vertiv, we’re on a mission to empower the people that will power the future. From a simple swipe to life-changing medicines, from push notifications to generative AI. We design, manufacture, and ser