Job Description

Job Summary

This is a sales support role designed to enable the sales team to sell more efficiently and effectively by lightening the administrative load for Business Consultants, providing their prospects with live demo support and proactively filling in the gaps in the sales process.

Responsibilities

Present live demonstrations of Nextep’s technology to prospective clients.
Review RFP documentation for missing information.
Work with Business Consultants to obtain missing information.
Enter RFPs in Salesforce for Business Consultants.
Submit RFPs to Nextep’s internal underwriting team.
Work closely with underwriting to understand conditional requirements.
Work with Business Consultants to obtain additional information to fulfill conditional requirements.
Prepare proposal documents for Business Consultants.
Vet and filter all inbound leads/prospects for SDRs.
Manage and resolve Account Add requests submitted by BCs.
Proactively look for demo and benefit strategy call opportunities.
Assist with process documentation and updates.
Update Salesforce field data using tools provided by Nextep.

Requirements

Education and ExperienceEducation:

High School Diploma or equivalent required. Bachelor’s degree in Marketing or related field from a four-year college or university preferred.

Experience:

Two or more years sales support related experience or equivalent combination of education and experience;
Working knowledge of Google Suite (Sheets, Docs, Slides) and/or Microsoft Word, Excel and PowerPoint;
CRM experience; Salesforce preferred.
Self-starter with a positive, team-oriented attitude.

Certifications/Licenses

none

Required Skills

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Abilities:

Reasoning Ability: Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to deal with problems involving several concrete variables in many situations.

Skills:

Language Skills: Ability to read, analyze, and interpret field related periodicals, professional journals, technical procedures, or government regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and prospects.
Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Computer Skills: To perform this job successfully, an individual should have knowledge of primary programs used by Nextep in business operations. This includes but is not limited to the following: Google apps; time and attendance platform; Nextep’s electronic on-boarding system; PrismHR; Salesforce.com; Microsoft Office software (Word, Excel, PowerPoint) applications; Google applications; email management systems, CRM systems and Internet applications.

Competencies

Adaptability
Analytical
Attendance/Punctuality
Business Acumen
Coachability
Cost Consciousness
Creativity
Critical thinking
Customer Service
Decision Making
Dependability
Detail oriented
Ethics
Execution
Initiative
Innovation
Interpersonal Skills
Judgment
Motivation
Oral/Written Communication
Organizational Support
Planning/Organizing
Problem solving
Professionalism
Quality
Quantity
Safety and Security
Technical Skills
Teamwork
Time management
Vision

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit, talk and hear as well as use hand to finger, handle, or feel. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

The requirements listed are representative of the knowledge, skill, and/or ability required. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The competence of the employee performing his or her own job duties will be demonstrated, maintained, and improved on an ongoing basis. The statements contained in this position description reflect the general duties considered necessary to describe the principal functions of the job as identified, and shall not be considered a detailed description of all the work requirements that may be inherent in the position.

Benefits

About benefits:

100% paid health, vision, and dental insurance for employees.
Up to 12 weeks of paid parental leave
401(k) matching

About us:

Nextep has four values that you’ll find in our employees and our clients: people, transparency, entrepreneurial spirit, and celebrating success. Our people are the core of our business, so we believe in lifting them up, celebrating their accomplishments, and hiring great coworkers for them.

We are a Professional Employer Organization (PEO), we work hand-in-hand with small and mid-sized companies to provide HR services including payroll, benefits, human resources, risk & compliance, and more. Last but not least, Nextep is a certified Great Place To Work!