Sales Support Specialist

This is a fully remote position, open to applicants in California, +3 more states.

📋 Description

• Utilize the Salesforce platform to provide expertise in advancing projects through the sales lifecycle within the Advisory Operations Division.

• Assist the Sales Team by sharing best practices, and supporting project and record creation/direction.

• Ensure effective implementation and communication of sales processes.

• Aid Sales teams in identifying bottlenecks and inconsistencies.

• Process requests from Service Sales Managers for proposal creation.

• Collaborate with the Market Development team on services involving non-standard pricing when necessary.

• Establish sites for Install Bases in ServIS.

• Process purchase orders by confirming that all required documents are received and create cases for Order Entry processing.

• Manage ViewPoint® requests to add or modify user information and permissions.

• Generate SharePoint folders for opportunity, Special Price Agreement, and contract documentation.

• Document process assumptions and decisions in relevant systems.

• Maintain proactive communication with the sales team and internal functions to enhance customer satisfaction.

• Create opportunities and contacts for projects with a quantity exceeding 10.

• Provide updates and communicate developments regarding tool enhancements and new functionalities.

• Support the documentation, guidelines, and updates for division-specific sales processes.

• Facilitate the Front End sales process through transactional opportunity ownership, cross coverage, and special projects.

⛳️ Requirements

• 1 to 5 years of experience in a data-driven environment, including records management, document generation, case management, or a similar industry.

• Proficient in Salesforce or a comparable CRM.

• Familiarity with Microsoft Office Suite and SharePoint.

🏝️ Benefits

• Choose between two medical plan options: a PPO plan known as the Copay Plan OR a High Deductible Health Plan (with a Health Savings Account) named the High Deductible Plan.

• Select from two dental plan options: Core and Core Plus.

• Vision benefits included.

• Company-paid life insurance at 2X base pay.

• Company-paid AD&D at 1X base pay.

• Voluntary life and AD&D coverage available, fully employee-paid up to maximums.

• Company-paid Short Term Disability coverage for up to 26 weeks.

• Company-paid Long Term Disability providing 60% of pay, with an option to “buy-up” to 66 2/3% of pay.

• Supplemental benefits available, fully employee-paid (including accident insurance, hospital indemnity, critical illness, and pet insurance).

• Parental Leave offered for up to 6 weeks.

• Access to an Employee Assistance Program.

• Health Advocate support resources for mental/behavioral health, general health navigation, virtual health, and infertility/adoption.

• Employee discount program available.

• Retirement 401k Savings Plan with company contributions included.

• Employee Stock Acquisition Plan (ESAP) offered.

• 11 paid holidays provided.

• Vacation policy based on years of service for hourly and non-exempt positions.

• Vacation under a permissive time away policy for salaried exempt roles.

• Eligibility for bonuses.