Pre-Sales Support Specialist
Bluum
Sales & Business Development, Customer Service
Markham, ON, Canada
USD 50k-65k / year
About Bluum
Bluum is a leading provider of education technology solutions, partnering with K-12 institutions to design and deliver modern learning environments. With over 50 years of experience, Bluum offers a comprehensive portfolio including devices, networking, cybersecurity, and audio-visual solutions. Our mission is to help schools make impactful, cost-effective technology decisions that enhance the learning experience.
Position Summary
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