Sales Support Specialist

Job Summary

Supporting the sales organization, the full-time remote Sales Support Specialist will manage CRM administration, opportunity workflows, and merchant onboarding while coordinating cross-functional efforts to enhance operational efficiency.

Key responsibilities

• Create and maintain opportunities in Salesforce, ensuring accurate data and forecasting
• Coordinate workflows between Sales, Underwriting, and other teams to facilitate timely follow-up and support
• Monitor onboarding processes to ensure merchants receive prompt assistance and maintain pipeline accuracy

Required qualifications

• 2+ years of experience in Sales Support, Sales Operations, or a similar role
• Proficiency in Salesforce for data entry, pipeline management, and reporting
• Familiarity with Outreach or similar sales engagement tools
• Experience using Google Workspace in a collaborative environment
• Ability to coordinate operational workflows across multiple internal departments