Upstak Sales Project Manager Remote · Full time Company website

As we continue to grow our customer base and expand our products and services offering, we are seeking dedicated and skilled individuals to join our team as a Sales Project Manager. This is a remote-work position that involves owning the entire customer relationship, ensuring long-term partnerships, identifying customer needs, and delivering tailored solutions with the support of internal and external Sales Engineers and Sales Architects. This role will report to the Director of Sales Operations.


Duties and Responsibilities: 

  • Own the entire customer relationship: 
  • Maintain an in-depth understanding of customers' ongoing projects, future requirements, and account intricacies to foster long-term relationships. 
  • Identify customers' business needs, challenges, and technical requirements, partnering with external Sales Engineers (SEs) and Sales Architects (SAs) to align with Upstak's solutions. 
  • Lead the delivery of deal responses, collaborating with internal and external SEs/SAs when needed, and customize pitches to match customer needs and personas. 
  • Master both the product offering and financial aspects of deals to provide comprehensive information to customers. 
  • Liase on a regular basis with your sales manager to understand the current state of your account to ensure you are aware of all details specific to your project. 
  • Timely Customer Communication: 
  • Process and submit RFQ’s and Purchase Orders in a timely manner. 
  • Keep customers informed about their orders and provide regular updates on their accounts. 
  • Follow up promptly on customer communications, RFPs, and sales opportunities to ensure timely and effective responses. 
  • Provide weekly quote summaries to each customer you are responsible for using the data from the CRM, Method.  
  • Value Added Services Leadership: 
  • Demonstrate proficient knowledge of Upstak's product set and solutions. 
  • Conduct research on current and potential customers to understand their business and effectively communicate the value of partnering with Upstak. 
  • Possess a complete technical understanding of the products manufactured by our vendors and requested by customers. 
  • Proactively search for new vendors to onboard and assist in expanding our product and service catalog. 
  • Identify opportunities to upsell customers on products and services that align with their deployment objectives. 
  • Establish strong working relationships with our vendors, which include manufacturers, in order to cooperate effectively on deals, especially when issues arise. 
  • Commercial Acumen and Problem Solving: 
  • Understand commercial levers and adeptly problem-solve to make initial recommendations on deal structures. 
  • Adapt to new challenges throughout the deal lifecycle, ensuring successful outcomes for both customers, the vendors, and the company. 
  • Project Management: 
  • Maintain a clean and organized dashboard within CRM, including tasks, leads, accounts, and deals. is the source of truth for all activity within the sales team and must be kept up to date 
  • Skillfully manage multiple competing projects simultaneously, ensuring each one receives proper attention and timely follow-up. 
  • Liaise with vendors on a weekly basis to understand their manufacturing capabilities and capacity constraints, working collaboratively to meet customers' desired ship times. 
  • Other tasks as assigned  
  • Upstak is a small business that often requires each team member to wear multiple hats. This job description is meant to be a general overview but not inclusive of all tasks that may be assigned.   

Skills and Qualifications: 

  • Previous successful remote work experience. 
  • Proven track record in sales or inside sales roles, preferably in the datacenter or technology industry. 
  • Strong project management and organizational skills, capable of managing multiple tasks effectively. 
  • Excellent communication and interpersonal skills to build and maintain customer and vendor relationships. 
  • Technical acumen and the ability to comprehend complex product offerings. 
  • Proficiency in using Sales CRM tools like Method,, Salesforce, etc... 
  • Commercial awareness and problem-solving skills to adapt to changing deal dynamics. 
  • Demonstrated ability to work under pressure, meet tight deadlines, and exceed customer expectations. 
  • Passionate about exceeding customer expectations, and providing value-added services and contributing to the company's growth. 
  • Ability to travel 5% of the time. 

Our Software Operating Stack: 

  • Productivity: Office 365 including Outlook, Teams, Word, Excel, Powerpoint, and Sharepoint 
  • CRM and Project Management: Method
  • Internal and Partner Communications: Slack and Teams 

Here are our company values: 

  • Extreme ownership 
  • We understand mistakes happen and own them 
  • We are self aware 
  • We are Self-Accountable 
  • We over-Communicate 
  • Customer and Vendor Empathy: Put yourself in their shoes. What is their day like? What is their life like? If they are stressed and frantic, seek to understand why and figure out how Upstak can help them. 
  • Proactive Problem Solving: We anticipate issues before they happen and are ready to solve them in creative ways. We solve problems for our customers. 
  • Remain objective: Our customers and vendors are under immense pressure. We feel it from both sides and need to remember to keep calm and stay committed to solving the problem and keep our emotions out of the equation. 
  • Plan for success and for failure: We take into consideration all potential outcomes, good and bad, in every component of our work. 
  • Always ask questions: First seek to understand by asking myriad questions no matter how you feel they may be perceived. This demonstrates a willingness to learn and a commitment to getting to a solution. We do not play a game of telephone where we pass the customer's needs verbatim to our vendors. 
  • Build long-term relationships: Regardless of customer or deal size, the people that we interact with will likely remain in our industry and it is in our interest to make every point of contact feel that we are the best at solving their unique problems.