Sales Support Specialist

Job Summary

A company is looking for a Sales Support Specialist to support business development and client growth efforts.

Key Responsibilities

• Collaborate with the sales team to prepare presentations, proposals, and manage contracts
• Track and maintain sales information in Salesforce CRM and ensure accurate documentation
• Support the onboarding process and prepare pipeline reports for leadership

Required Qualifications

• Bachelor's degree in a related field or equivalent preferred
• Minimum 3 years' experience in sales support or contract-heavy roles
• Prior experience with Salesforce CRM and DocuSign is strongly preferred
• Experience preparing proposals and RFP responses is a plus
• Background in financial services or retirement services is highly valued