Sales Support Specialist

Role Overview

• Maintain accurate and up-to-date Salesforce data across referral accounts, outreach activities, and events, ensuring strong CRM hygiene and reporting visibility
• Ensure consistent documentation of referral partner interactions, outreach efforts, and event activity
• Provide basic Salesforce support, including guidance on data entry, activity tracking, and adherence to established processes and standards
• Assist with onboarding and training of Business Development representatives and Executive Directors on Salesforce usage and expectations
• Support preparation for community outreach, presentations, referral partner meetings, and engagement activities
• Coordinate logistics and materials for events, including lunch-and-learns and other outreach initiatives
• Track and monitor referral partner engagement and event activity across assigned markets
• Assist with onboarding coordination by facilitating system access, distributing materials, and providing guidance on tools and processes
• Coordinate ordering and distribution of marketing and outreach materials to support field teams
• Respond to field requests and provide administrative support to enhance execution across service areas
• Support tracking and reporting of outreach metrics, event performance, and CRM activity audits
• Assist with data cleanup, reporting preparation, and overall sales operations support

Requirements

• High School diploma, Bachelors Degree preferred
• Maintain accurate and up-to-date Salesforce data across referral accounts, outreach activities, and events, ensuring strong CRM hygiene and reporting visibility
• Ensure consistent documentation of referral partner interactions, outreach efforts, and event activity
• Provide basic Salesforce support, including guidance on data entry, activity tracking, and adherence to established processes and standards
• Assist with onboarding and training of Business Development representatives and Executive Directors on Salesforce usage and expectations
• Support preparation for community outreach, presentations, referral partner meetings, and engagement activities
• Coordinate logistics and materials for events, including lunch-and-learns and other outreach initiatives
• Track and monitor referral partner engagement and event activity across assigned markets
• Assist with onboarding coordination by facilitating system access, distributing materials, and providing guidance on tools and processes
• Coordinate ordering and distribution of marketing and outreach materials to support field teams
• Demonstrated ability to manage multiple workstreams, timelines, and cross-functional stakeholders in a fast-paced environment.
• Strong facilitation and communication skills, with the ability to translate complex concepts into practical, field-ready tools.
• Must maintain clean background and drug screenings.

Benefits

• 21 paid days off (15 days of PTO, which increases with tenure, plus 6 holidays).
• Flexible Spending Account (FSA) and Health Savings Account (HSA) options.
• Medical, dental, vision, long-term disability, and life insurance.
• Generous 401(k) with up to 6% employer match.