Sales Support Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as a liaison between Sales and Operations to ensure a thorough understanding of process requirements, timelines, and deliverables.

• Provide Sales leadership and representatives with insights regarding operational capabilities, process steps, and anticipated service levels.

• Gather and communicate feedback or recurring issues from Sales and clients to Business Support teams.

• Collaborate with Operations leaders to enhance the sales-to-operations handoff experience.

• Engage in or lead client-facing discussions to elucidate operational processes, timelines, and performance metrics.

• Assist in client onboarding and ongoing relationship management by providing accurate and timely operational updates.

• Foster relationships with internal and external stakeholders through effective communication and follow-up.

• Extract, analyze, and interpret data to track operational and sales performance metrics.

• Develop and sustain recurring reports or dashboards for business reviews and presentations to leadership.

• Identify data trends or gaps that signify process inefficiencies or opportunities for improvement.

• Create and present on operational performance, client metrics, and initiatives for improvement.

• Organize or support business review meetings involving Sales, Operations, and client stakeholders.

• Convert complex operational data into actionable insights for non-technical audiences.

• Relay process feedback, enhancement requests, and recurring challenges to the Business Support team.

• Keep abreast of internal processes, system updates, and service changes.

• Contribute to process documentation, training materials, and knowledge-sharing resources.

⛳️ Requirements

• Bachelor’s degree in Business, Communications, Operations Management, or a related discipline (or equivalent experience).

• 2–4 years of experience in sales operations, client services, or process management roles.

• Excellent written and verbal communication skills.

• Capacity to communicate confidently with clients, sales teams, and executives.

• Analytical mindset with the ability to interpret data and create impactful visual presentations.

• Proficiency in PowerPoint, Excel, Power BI, or similar software.

• Capability to manage multiple priorities in fast-paced, cross-functional environments.

• Strong attention to detail and organizational abilities.

• Proactive approach to problem-solving.

• Preferred: experience with reporting tools such as Tableau, Power BI, or similar.

• Preferred: previous client-facing experience in a B2B setting.

• Preferred: strong presentation skills and the ability to convey data and recommendations to diverse audiences.

🏝️ Benefits

• Medical/Dental/Vision coverage.

• 401k plan with a company match.

• Employee Stock Purchase Plan (ESPP).

• Employee Assistance Program (EAP).

• 10 vacation days annually.

• 7 paid company holidays.

• Life and AD&D insurance.