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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
Vacancy posted 10 days ago
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