Sales Support Specialist

Role Overview

• 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)
• Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
• 401(k) with company match + HSA with contribution
• Generous PTO for parental leave, vacation and holiday time
• Support for certifications, association dues, and professional growth
• Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference