• Handle simple client requests such as updating billing contacts, sending user invites, helping with account setup, re-activating expired trials, and creating new trials • Answer low-level client questions and route customers to Sales, Customer Success, ISVs, or channel partners as needed • Ensure customers are properly introduced to the correct reseller or regional channel partner • Follow up with internal channel teams and flag delays, issues, or gaps • Support vendor onboarding, including questionnaires, documentation, company details, and partner portals • Assist with deal checks to ensure quarterly deals are not overlooked • Track pending client requests and follow up with internal teams to ensure timely responses • Help ensure priority internal, client, channel, partnership, and billing tasks are completed • Ensure orders are entered correctly with no missing fields • Flag issues raised by Revenue Operations and help resolve them quickly • Support quoting by helping with costings, reissuing expired quotes, making revisions, updating contacts or addresses, and managing quote adjustments • Track meeting outcomes and confirm that priority follow-ups are completed (product information, quotes, introductions, next steps) • Pre-qualify inbound emails from shared inboxes (sales@, hello@, and messages routed from Support) and route them to Sales or Partnerships