The Sales Support Associate is a key member of the sales team who provides administrative, logistical, and customer support to help the sales team achieve their goals. These activities include, but are not limited to, managing activities through CRM, gathering data from the client or key stakeholders to prepare proposals and engagement letters, scheduling and joining client calls, and ensuring the sales process is moving along in a timely manner. Our Senior Consultants and Managers will work with you to set career development goals to ensure growth. The position reports to the Sales Enablement Manager. This is a hybrid role.
Responsibilities
- Prepare accurate, timely proposals and engagement letters by collecting required information from clients and account owners and coordinating with internal teams.
- Maintain accurate accounts, opportunities, tasks, and activity records in Salesforce to track client interest, sales status, and next steps.
- Support regional pipeline progression by monitoring follow-ups, identifying bottlenecks, and coordinating with account owners to address outstanding actions.
- Proactively follow up with clients and prospects to obtain missing information, provide updates, and respond to routine inquiries while maintaining the Account Manager or Account Director as the primary relationship owner.
- Coordinate calls and meetings to connect qualified prospects with account owners and advance opportunities through the sales process.
- Route technical, complex, or strategic questions to the account owner or appropriate internal resource, obtaining required approvals for pricing, scope, technical conclusions, and commitments.
- Maintain responsive communication with clients, alliance partners, and referral sources; build rapport and share approved, relevant industry updates to support a positive client experience.
- Achieve or exceed individual Sales Support goals.
- Provide administrative and logistical support to the Sales Team, Partners, and Directors as needed.
