Institutional Sales Support Representative

US-CA-Thousand Oaks
3 weeks ago
Req #
# Positions
Sales (US) - Sales Coordination


The Institutional Sales & Support Representative (ISR) is responsible for a range of sales support-related tasks, supporting the National Sales Manager, Institutional Sales and the remote-based Institutional Sales Managers, with sales efforts, while providing support for a small territory of selected accounts. The ISR will provide support to the Institutional Sales Managers by helping to facilitate various print and digital material requests, provide superlative support to faculty and staff at accounts, work with ebooks team to provide access to prospective and current customers, laise with product teams to complete curriculum mapping projects, create leads within CRM and aid in closing smaller adoptions to accounts within non-assigned territory. The ISR will also be expected to provide metadata support – as specifically related to accounts’ e-book initiatives, search for files and associated metadata and deliver to accounts according to specifications and will maintain the Institutional Sales SharePoint site. The ISR will assist with supporting the product creation needs of the Custom Editors, while also supporting the custom-related back office needs of the Sales Support Manager. The ISR will also be asked to provide support to College Faculty Support Represenative (FSR) Team during peak seasons by handling exam and desk copy requests, assisting in campus planning, and working within inbound phone queue.

Essential Job Functions & Responsibilities

The job functions include, but are not limited to, the following:


Sales Coordination

  • Key accounts support – maintain tracking spreadsheets for accounts on SAGE content usage
  • Assist with Course Content Mappings and Request for Information (RFI) response/developments. Confirm e-right availability for accounts and specific RFIs
  • Access a variety of SAGE systems to assist sales staff in ensuring accuracy of title specifications. Provide accurate pricing to customers when requested.
  • Assist in data projects within MS CRM including updating of contact records, opportuntities and pulling reports on as-needed basis.
  • Assist National Sales Manager with questions about contract details
  • Complete research on new or existing accounts (contact information, course catalog information)
  • Provide back-up assistance to key accounts for National Sales Manager, Institutional Sales and Institutional Sales Managers during their out of office periods


Customer Relations

  • Interact professionally with prospective and existing customers and follow up on requests from Institutional Sales Managers, and from customers directly in a complete and timely manner
  • Complete professor requests for instructor resources, review copies, and interactive eBooks at Institutional Accounts.
  • Present positive image of SAGE during contact with existing and prospective accounts, and employ a ‘can do’ attitude when assisting with and resolving account issues


Product and Market Knowledge

  • Gain product market knowledge for all titles sold by Institutional Sales through editorial, author, marketing, eLearning, and customer communication
  • Maintain moderate level of product knowledge by engaging with marketing materials and attending department sales meetings when called upon to do so.

Custom Program Support

  • Assist Custom Editors with back office needs, including the accurate and timely setup of new custom products/bundles within SMART.
  • Work closely with Sales Support Manager to assist with all phases of bookstore outreach and inventory tracking measures for custom products.



The additional responsibilities include, but are not limited to, the following:


  • Work with third-party vendors to provide access to SAGE content to account contacts
  • Assign accounts Distribution Rights for SAGE content
  • Confirm list price and discounts for University/Account contacts
  • Complete PDF requests and watermarking  and provide to account representatives
  • Print on Demand submissions of files and covers to Lightning Source, Ambassador
  • Use SPIN and Smart as a resource for product information.
  • Provide support to College FSR Team during peak seasons by handling exam and desk copy requests, assisting in campus planning, and working within inbound phone queue.
  • Perform special projects with moderate supervision from department supervisor

Qualifications & Education


  • Two years of college experience required
  • One to three years experience in either sales or customer service
  • Proficient Computer Skills, including working knowledge of Microsoft Word,Excel, and Outlook
  • Excellent written and oral communication skills
  • Superior time management and organizational skills with strong attention to detail
  • Pleasant telephone manner



  • Four year degree preferred with strong academic background
  • Experience in a outbound call center or selling environment is preferred
  • Experience working and maintaining data within a CRM system


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