Sales Support Specialist

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.

#PJFITZ
2025

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

• 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

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

• High school diploma or equivalent required
• One year of office or data entry experience preferred

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance