Sales Support Specialist

Role Overview

• Serve as liaison between Sales and Operations, ensuring clear understanding of process requirements, timelines, and deliverables.
• Support sales leadership and representatives by providing accurate information on operational capabilities, process steps, and expected service levels.
• Capture and relay feedback or recurring challenges from Sales and clients to the Business Support teams for review and improvement.
• Partner with Operations leaders to identify opportunities to enhance the sales-to-operations handoff experience.
• Participate in or lead client-facing discussions to explain operational processes, timelines, and performance metrics.
• Support client onboarding and ongoing relationship management by ensuring accurate and timely operational updates.
• Build strong relationships with internal and external stakeholders through consistent communication and follow-up.
• Pull, analyze, and interpret data to monitor key operational and sales performance metrics.
• Build and maintain recurring reports or dashboards used in business reviews or leadership presentations.
• Identify trends or gaps in data that indicate potential process inefficiencies or improvement opportunities.
• Create and deliver clear, visually compelling presentations outlining operational performance, client metrics, and improvement initiatives.
• Host or support business review meetings with Sales, Operations, and client stakeholders.
• Collaborate with the Business Support team to communicate process feedback, enhancement requests, and recurring challenges identified through sales interactions.
• Maintain up-to-date knowledge of internal processes, system changes, and service updates to ensure accurate communication with clients and Sales.
• Contribute to process documentation, training, and knowledge-sharing resources.

Requirements

• Bachelor’s degree in Business, Communications, Operations Management, or a related field (or equivalent experience).
• 2–4 years of experience in sales operations, client services, or process management roles.
• Strong written and verbal communication skills — able to confidently communicate with clients, sales teams, and executives.
• Analytical mindset with ability to interpret data and develop meaningful visual presentations (PowerPoint, Excel, Power BI, or similar).
• Proven ability to manage multiple priorities and maintain professionalism in fast-paced, cross-functional environments.
• Strong attention to detail, organizational skills, and a proactive problem-solving approach.
• Experience in reporting tools (Tableau, Power BI, or equivalent).
• Prior client-facing experience in a business-to-business (B2B) environment.
• Strong presentation skills — ability to clearly and confidently present data and recommendations to varied audiences.

Tech Stack

• Tableau

Benefits

• Medical/Dental/Vision
• 401k plus a company match
• ESPP
• Employee Stock Purchase Plan
• EAP
• Employee Assistance Program (no cost to you)
• Vacation & Sick pay
• Paid Company Holidays
• Life and AD&D Insurance
• Discounts Along with many other employee benefits.