National Sales Associate

Role Overview

• Support client relationships through preparation and distribution of monthly and quarterly commission reports, program updates, and final invoicing documentation.
• Coordinate commission invoice requests and partner with Accounting to ensure accuracy and timely payment.
• Gather and organize client background information, preferences, and meeting history to support tailored client solutions.
• Maintain accurate Salesforce account records including commissions, contracts, SOWs, and client preference data for organization-wide visibility.
• Support direct client communications on behalf of National Sellers, including introductions to Territory Teams during travel or PTO coverage.
• Ensure timely and accurate completion of client RFI requests.
• Assist with client transitions between National and Territory Sales Teams to ensure continuity and clarity.
• Run reporting to assist National Sellers with prospecting, pipeline management, and opportunity follow-up.
• Enter and route inbound leads to appropriate Territory Teams, facilitating introductions when needed.
• Provide logistical support for sales activities including site visits, client meetings, agendas, travel arrangements, registration, transportation, and client gifting.
• Support planning and execution of client FAM experiences, including ideation, supplier outreach, partner vetting, invoice processing, and internal coordination.
• Assist with preparation for industry events, including meeting coordination, gifting, reservations, and pre-event logistics.
• Support development of client presentations, proposals, and Tier 1 quarterly and annual business review materials.
• Represent the company professionally while supporting National Sellers at events and client engagements.
• Partner with sales leaders to develop branded materials and visual assets using Canva and other presentation tools.
• Provide day-to-day operational support that enables National Sellers to achieve revenue, GP, and client satisfaction goals.
• Assist National Sellers with tailored outreach campaigns, discovery meeting scheduling, and tracking of prospect engagement activity.
• Support Salesforce pipeline hygiene through regular audits, data validation, and activity tracking.
• Assist with CRM audits and data cleanup to ensure pipeline accuracy.
• Monitor pipeline progression and help ensure opportunities advance efficiently through sales stages.
• Monitor assigned task lists to ensure timely follow-up on active leads and opportunities.
• Support overall pipeline hygiene through consistent data entry and reporting practices.
• Maintain highly accurate Salesforce records across assigned team members, ensuring opportunity stages, pipeline status, and activities reflect real-time updates.
• Review pipeline and performance reports regularly and prepare summaries for leadership and team discussions.
• Support Tier 1 Account Annual Business Reviews and quarterly reporting processes.
• Assist in account-level forecasting preparation and collaborate with managers to validate projections.
• Support team-wide forecasting efforts by ensuring data integrity and reporting consistency.
• Serve as a key internal resource for Territory and CSG Teams regarding National Account questions and coordination.
• Support National Sellers by coordinating contracting processes with Legal and Procurement teams.
• Build working knowledge of client preferences, engagement history, and service expectations.
• Support internal communication of client updates, preferences and service expectations to Territory Teams.
• Share critical client information that impacts pricing, service delivery, and relationship management.

Requirements

• Experience in sales support, hospitality, events, or administrative coordination roles preferred
• Highly organized with strong attention to detail and the ability to manage multiple priorities effectively
• Strong written and verbal communication skills
• Proven time management and task prioritization abilities in a fast-paced, deadline-driven environment
• Collaborative team player with a proactive mindset and eagerness to learn
• Developing analytical and problem-solving skills with the ability to support data-driven decision making
• Working knowledge of CRM systems (Salesforce preferred) and ability to maintain accurate data
• Proficiency in Microsoft Office and presentation tools (PowerPoint, Canva, Publisher, Figma)
• Experience supporting senior-level sales professionals preferred
• Ability to quickly learn new systems and tools, including ActiveCampaign

Benefits

• Health insurance
• 401k with company match (eligible after 1 year – up to 4% of salary matched, vested immediately)
• Monthly cell phone stipend
• Paid day off to serve your local community
• Annual all-company retreat to connect, learn, and have fun together
• Annual qualifier-based incentive trip for top performers (certain departments eligible)
• Regional team outings
• Monthly companywide meetings to connect, learn, and celebrate wins