Key skills
SalesforceCRMCommunicationSales
About this role
Role Overview
- Respond promptly to sales support requests and administrative inquiries from assigned sales team members
- Prepare and coordinate sales proposals/quotes
- Monitor and follow up on outstanding proposals to help maintain opportunity momentum
- Coordinate internal and external communication and documentation needed to support active sales opportunities
- Provide contract status inquiries and escalate resolution as needed via utilization of contracting software system
- Cross-train and support other sales support staff as needed
- Participate in sales operations process improvement initiatives and projects
- Help identify administrative bottlenecks or workflow inefficiencies impacting sales productivity
- Ensure opportunity records, activity tracking, and other documentation is updated in a timely and accurate manner
- Support pipeline visibility and reporting accuracy by maintaining strong CRM data hygiene
- Generates reports and participates in reoccurring team meetings
Requirements
- Associate’s or Bachelor’s degree preferred
- 3–5+ years of experience in sales support, sales administration, sales operations, or a related role
- Experience using Salesforce or similar CRM systems required
- Proficiency with Microsoft Office applications including Excel, Word, and Outlook
- Experience within healthcare benefits, insurance brokerage, or related industries is preferred but not required
Benefits
- Medical, Dental and Vision Benefits
- Health Savings and Flexible Spending Account Options
- 401(k) with Automatic Company Contribution
- Employee Assistance Program
- Company-paid Life and Disability Insurance
- Paid Time Off