Opportunity Engagement Team Specialist
Core
Serve as the strategic engine of the sales pipeline by managing the intake, qualification, and routing of Salesforce opportunities to determine the best internal department response.
Role type
Sales pipeline specialist (opportunity evaluation & routing)
Builds
Sales pipeline efficiency and accurate project classification
Domain
Physical security, networking, Audio Visual, electrical installations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Salesforce management, RFP analysis, technical scope interpretation, project classification, AI tool utilization, detail extraction
Preferred skills
Experience with local electrical installs, nationwide rollouts, multi-site deployments
Technologies
Salesforce, AI applications
Responsibilities
Partner with sales and operations to match client requirements with internal departments; Route and assign personnel to active pre-sales pipeline opportunities; Read, review, and interpret RFPs, manufacturer specifications, technical journals, and installation scopes; Identify and categorize project types including local contracts, nationwide rollouts, and multi-site deployments; Leverage approved AI applications to analyze large documents and assess opportunity fit.
