Channel Sales Specialist, Full Time, Flexible Hours

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MetaSource

WebsiteLinkedInAll Job Openings

501 - 1000 employees

☁️ SaaS

💸 Finance

🏛️ Government

SaaS • Finance • Government

MetaSource is a digital transformation company specializing in intelligent document processing (IDP) and AI-driven process management. The company offers a range of services designed to automate and streamline business processes, including digital mailrooms, document management, compliance services, and business process automation solutions. With over 30 years of experience, MetaSource serves a variety of industries including financial services, government, healthcare, and transportation. Its solutions help organizations reduce manual tasks, improve efficiency, and achieve regulatory compliance, making business operations more efficient and cost-effective.

📋 Description

• 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.

🎯 Requirements

• 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. • Preferred Qualifications 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.