Sales Support Specialist
Skills
AdministrationCollaborative EnvironmentCustomer ExperienceCustomer Relationship ManagementOperational EfficiencySalesSales Processes
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 2+ years of experience in Sales Support Sales Operations or a similar role
- Experience supporting sales teams through CRM administration opportunity management onboarding coordination or similar sales operations functions
- Strong proficiency in Salesforce including data entry pipeline management and reporting
- Familiarity with Outreach or similar sales engagement tools
- Experience using Google Workspace Docs Sheets Calendar in a collaborative environment
- Experience coordinating operational workflows sales processes or administrative functions across multiple internal departments or teams
- Experience collecting documentation managing follow-up activities and ensuring completion of tasks within defined service-level expectations
- Strong attention to detail and ability to manage multiple concurrent requests while maintaining accuracy and follow-through
- Strong verbal and written communication skills with comfort engaging external prospects and partners
Nice to have
- Proactive
- Resourceful
- Detail-oriented
- Organized
- Fast-paced
Day to day
- Support the sales organization through operational and administrative coordination across the full sales lifecycle
- Maintain Salesforce opportunities with accurate stages close dates notes and forecasting details
- Monitor workflows triage merchant requests and coordinate handoffs across Sales Underwriting Deal Desk Activation Customer Support and Partner teams
- Audit CRM activity overdue tasks and stale opportunities to improve pipeline accuracy and operational efficiency
- Provide timely professional communication and support onboarding closed-won workflows and process improvements