Sales Support Specialist

Role Overview

• Create, update, and maintain opportunities in Salesforce, ensuring accurate stages, close dates, notes, and forecasting information
• Monitor and audit Salesforce and Outreach activities to ensure timely follow-up and adherence to established SLAs
• Coordinate requests and workflows between Sales, Underwriting, Deal Desk, Activation, Customer Support, and Partner teams
• Triage merchant requests and route them to the appropriate internal teams while maintaining visibility and follow-through
• Monitor onboarding and support workflows to ensure merchants receive timely assistance through activation
• Conduct regular audits of overdue tasks, stale opportunities, and CRM data to maintain pipeline accuracy and operational efficiency
• Support closed-won workflows, including welcome communications and coordination with activation teams
• Serve as a primary point of contact for merchant, partner, and internal team communications related to sales support, onboarding, and workflow coordination
• Identify inefficiencies in current workflows and propose process improvements to enhance productivity
• Collaborate cross-functionally with internal teams to ensure seamless handoffs and customer experience
• Provide high-quality customer service through professional, timely, and accurate communication

Requirements

• 2+ years of experience in Sales Support, Sales Operations, or a similar role
• Experience supporting sales teams through CRM administration, opportunity management, onboarding coordination, or similar sales operations functions
• Strong proficiency in Salesforce, including data entry, pipeline management, and reporting
• Familiarity with Outreach or similar sales engagement tools
• Experience using Google Workspace (Docs, Sheets, Calendar) in a collaborative environment
• Experience coordinating operational workflows, sales processes, or administrative functions across multiple internal departments or teams
• Experience collecting documentation, managing follow-up activities, and ensuring completion of tasks within defined service-level expectations
• Strong attention to detail and ability to manage multiple concurrent requests while maintaining accuracy and follow-through
• Strong verbal and written communication skills, with comfort engaging external prospects and partners.

Benefits

• Health, dental, and vision paid 100% by company for you and your dependents
• 401k with 6% match
• FSA and Dependent Care FSA
• Long-term & short-term disability coverage for you paid 100% by company
• 8 paid company holidays per year
• 2 paid floating holidays per year
• 1 paid volunteer day per year
• Paid Time Off
• Home office equipment stipend
• Annual Learning Stipend
• Quarterly “fun budgets” for team bonding events
• Opportunity to be part of a company that is changing a whole industry
• Opportunity for growth within the company
• Opportunity for remote, in-office, or hybrid work