Collaborate with the sales team to prepare presentations, proposals, and RFP/bid packages.
Collect, enter, and maintain accurate sales tracking information within the Company’s CRM system (Salesforce), for accounts, contacts, opportunities, quotes, proposals and contract agreements.
Prepare contracts and service agreements with a high degree of accuracy, ensuring the correct configuration of terms, pricing, and client information.
Use DocuSign to create, send, and manage custom agreements, including advanced tagging, routing, and workflow sequencing.
Track all contracts throughout the full lifecycle and ensure timely distribution of fully executed versions to all relevant stakeholders, both internal and external.
Support meeting scheduling, agendas, and material preparation as needed.
Ensure seamless handoff to the onboarding team and close all opportunities in Salesforce.
Prepare weekly, monthly, quarterly, and annual pipeline reporting for leadership.
Track and organize service agreement addendum requests.
Prepare addendums for internal review and ensure accuracy of contract terms.
Facilitate DocuSign routing and manage signature workflows from start to finish.
Track addendum execution status in Salesforce CRM, and ensure timely delivery to stakeholders.
Maintain consistent and accurate documentation across Salesforce, shared drives, and contract repositories.
Provide periodic reporting and transparency into pipeline movement and documentation completion.
Support revenue-growth initiatives with efficient follow-through and documentation management.
Requirements
Bachelor’s degree in a related field or equivalent preferred.
Minimum 3 years’ experience in sales support, administrative, paralegal, or contract-heavy roles.
Prior experience with Salesforce CRM, DocuSign, and contract lifecycle processes is strongly preferred.
Experience preparing proposals and RFP responses is a plus.
Background in financial services, retirement services, or a similar industry is highly valued.
Benefits
Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)