Sales Support Specialist
PJ Fitzpatrick
Job Description
Job Description
The Sales Support Specialist provides administrative and operational support to the sales team. This role is responsible for maintaining sales-related trackers, assisting with sales holds, preparing documentation, and responding to internal and external inquiries. The position is primarily task-based, with occasional small projects assigned as needed.
Requirements
Essential duties include, but are not limited to:
· Maintain and update Excel trackers related to capacity, golden ticket eligibility, and no-show appointments
· Monitor sales holds and communicate new or updated hold information to HICs and managers
· Prepare customer documentation and scorecards upon request
· Research job information and provide clear, concise summaries of findings
· Assist with general document preparation and organization
· Update job notes and status changes in the CRM system
· Compile reports and export documentation for management review
· Support follow-up actions and documentation resulting from sales hold meetings
Key Performance Indicators (KPIs)
· Meet Service Level Agreements (SLAs)- tasks completed on time and complete
· Maintain 95% or higher accuracy in data processing and updates
· Ensure assigned sales trackers are accurate and up to date
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
· Strong organizational skills with the ability to manage multiple tasks
· High level of accuracy and efficiency in data entry
· Proficiency with basic Microsoft Office applications, particularly Excel
· Clear and effective written and verbal communication skills
· Willingness and ability to learn new systems and technologies
Education and Experience
· High school diploma or equivalent required
· One year of office or data entry experience preferred
Benefits
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Referral program
- Tuition reimbursement
- Vision insurance
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