Sales Support Specialist

Role Overview

• Provide operational support to the sales team
• Manage client communications and track pipeline activity
• Ensure internal systems and workflows remain accurate and up to date
• Support the sales process through organization, proposal development, and execution
• Prepare client-facing materials and ensure smooth handoffs to the project team
• Draft and send follow-up communications
• Coordinate meeting scheduling and manage calendars with clients and internal stakeholders
• Maintain CRM accuracy and document pipeline activity, client notes, and next steps
• Track proposals, client responses, contract terms, renewals and sponsorship timelines
• Assist with building and formatting client proposals, scopes of work, and quotes
• Prepare and transition finalized scope details into project management tools
• Coordinate internal scope alignment prior to contract execution
• Support organization and upkeep of CRM, PandaDoc and internal workflows as needed

Requirements

• 1-3 years of professional experience in B2B (business-to-business) sales support, sales coordination, or inside sales
• Experience working in a CRM-driven environment
• Strong organizational skills with the ability to manage multiple priorities
• Excellent written and verbal communication skills
• Bachelor’s degree in a related field (Preferred)
• 4+ years of professional experience in B2B (business-to-business) sales support, sales coordination, or inside sales (Preferred)
• Experience with the software tools used in this role, including PandaDoc and Monday.com (Preferred)