Sales Assistant

Overview

PDI helps convenience retailers and petroleum wholesalers thrive through digital transformation and enterprise software that enables them to grow topline revenue, optimize operations and unify their business across the entire value chain. Over 1,500 customers in more than 200,000 locations worldwide count on our leading ERP, logistics, fuel pricing and marketing cloud solutions to provide insights that increase volume, margin, and customer loyalty. For more than 35 years, our comprehensive suite of solutions and unmatched expertise have helped customers reimagine their enterprise and deliver exceptional customer experiences. Backed by the investment of TA Associates, Genstar, and Insight, PDI is embarking upon an aggressive expansion strategy through internal investment in development as well as intensive M&A activity. The result will be a broader, more powerful, global company that serves customers across the entire supply chain.

The Opportunity

PDI is looking for a highly motivated, results-driven Sales Assistant.  Sales Assistants provide contracts and support to the Sales Team with non-standard contracts.  It is a role that works with executive management to gain the approval of contractual concessions, assuring contractual compliance with PDI’s policies, and risk management requirements.

Primary Responsibilities

• Draft, review and negotiate software agreements, including software license, hosting and professional services agreements, NDAs, and SOW’s. Advise on legal, finance and business considerations associated with those commercial transactions.
• Collaborate and partner effectively with sales, legal, and finance.
• Assist executives, sales professionals and legal with matters relating to our standard contract templates and agreements already in place with customers.
• Regularly contribute to and refine templates, playbooks, and guidance documents. Support department-wide efforts to organize, manage, and archive contracts and agreement templates.
• Provide training and counseling to sales professionals. Coordinate with the legal department on compliance matters.
• Assist with the organization of sales presentations and ensure that all sales presentation materials are prepared prior to deadlines
• Update customer records in Salesforce as required
• Contact customers to answer basic procedural questions or to gauge their level of satisfaction with the company
• Collaborate with the sales staff to actively monitor software license rates and terms
• Maintain updated knowledge of company software and services
• Research historical sales data such as billing, revenue by customer, etc. and explore opportunities for proactive sales opportunities to existing customers
• Drive customers to electronic ordering processes and tools
• Prepare, administer and coordinate customer quotations, proposals, bids, orders, contracts and specifications in an efficient manner.

Required Qualifications

• Bachelor’s degree or equivalent experience
• 5-8 years of relevant experience with a software company.
• Proven skills in drafting commercial transactions, including SaaS, licensing, and professional services.
• Excellent negotiator with strong influencing skills that can plan, manage and conduct negotiations using a non-confrontational, win-win manner.
• Strong business acumen
• Team player, willing to pitch in where needed, learn and adapt to change

Preferred Experience

• Experience using Salesforce
• Experience in the convenience store, logistics and/or wholesale fuel markets

PDI's employee-oriented culture provides a supportive and dynamic work environment for high achievers. PDI seeks individuals who value continuous learning, hold high ethical standards, and are top performers in their respective fields. We offer competitive wages, professional development, superb culture, and a highly competitive benefits package. For more information about PDI, please visit our website at https://www.pdisoftware.com. PDI is an Equal Opportunity Employer. We verify employment eligibility for all new hires using E-Verify.