Note: The job is a remote job and is open to candidates in USA. MetaSource is seeking a Channel Sales Specialist to provide end-to-end support for software licensing and professional services opportunities through their channel partner ecosystem. This role involves coordinating communications, managing transactions, and ensuring accurate quoting and pricing for software sales.
Responsibilities
- Support channel partners with software licensing and professional services opportunities by preparing quotes, responding to pricing inquiries, and assisting with proposal development
- Develop software sales quotes, professional services quotes, and margin analyses to support channel sales efforts and ensure transaction profitability
- Review software licensing requirements, vendor pricing programs, and Professional Services Statements of Work (SOWs) to ensure transaction accuracy and readiness for processing
- Prepare and validate sales orders, purchase orders, pricing documentation, and supporting materials prior to submission for order processing
- Coordinate and track partner and client purchase orders through fulfillment, proactively managing communications and issue resolution until delivery is complete
- Maintain current knowledge of manufacturer products, pricing programs, licensing models, promotions, and vendor program updates
- Support channel communications and outbound partner engagement efforts, including product updates, scheduling meetings, partner outreach, and sales support activities
- Assist with Professional Services project tracking, client onboarding and offboarding activities, and coordination of MetaStor implementation-related administrative requirements
- Maintain channel partner portals, sales support documentation, CRM records, and operational reporting while keeping management informed of channel partner and direct client activity
Skills
- 3+ years of experience in channel sales support, software licensing, sales operations, deal desk, vendor management, partner operations, or related commercial support functions
- Experience supporting software licensing transactions, technology solutions, managed services, or professional services sales
- Knowledge of software licensing programs, subscription models, vendor pricing structures, and channel partner ecosystems
- Experience preparing quotes, managing pricing requests, coordinating order administration, and supporting sales processes
- Strong organizational skills with the ability to manage multiple partner requests, projects, and priorities simultaneously
- Proficiency with NetSuite ERP, CRM (HubSpot), and Microsoft Excel, Microsoft Office applications
- Strong written and verbal communication skills with the ability to effectively support channel partners, clients, vendors, and internal teams
- Demonstrated attention to detail and commitment to accuracy in pricing, quoting, documentation, and order preparation
- Experience supporting enterprise software, document management, content services, workflow automation, or information management solutions
- Familiarity with software publishers, channel distribution models, and professional services delivery environments
- Experience reviewing Statements of Work (SOWs), coordinating project administration activities, and supporting onboarding or implementation processes
- Understanding of margin analysis, pricing models, and vendor incentive programs
Company Overview