Sales Support Associate II

Role Overview

• Actively listen to internal and external stakeholders to understand needs and provide appropriate solutions and support.
• Apply analytical acumen to identify trends, interpret data, and propose solutions for sales process optimization.
• Contribute to and implement business process improvements to enhance efficiency and effectiveness within sales operations.
• Provide coaching and guidance to new team members or less experienced associates on sales support procedures and best practices.
• Engage in collaborative negotiations with various departments to resolve issues and achieve mutually beneficial outcomes.
• Utilize CRM applications proficiently for data entry, tracking, reporting, and managing customer interactions.
• Support customer service management initiatives by addressing inquiries, resolving issues, and escalating complex cases as needed.
• Perform data analysis to support sales reporting, identify opportunities, and inform strategic decisions.
• Execute accurate and timely data entry for sales-related information, ensuring data integrity.
• Demonstrate empathy in all interactions, understanding and addressing the concerns of sales professionals and clients.
• Assist in feedback management processes, collecting, summarizing, and disseminating feedback to relevant teams.
• Maintain individual resilience and adaptability in a fast-paced and dynamic sales environment.
• Lead and execute problem resolution efforts for sales-related challenges, ensuring satisfactory outcomes.
• Support sales operations management by assisting with pipeline management, forecasting, and performance tracking.
• Leverage stakeholder influence to build consensus and drive initiatives that benefit the sales organization.

Requirements

• Proven experience in a sales support or administrative role, preferably within the insurance or financial services industry.
• Strong analytical skills with the ability to interpret complex data and make informed recommendations.
• Proficiency in CRM applications (e.g., Salesforce, Microsoft Dynamics).
• Demonstrated ability to contribute to and implement process improvements.
• Excellent communication and interpersonal skills, with an emphasis on active listening and collaborative negotiation.
• Experience with data entry and a keen eye for detail and accuracy.
• Ability to provide coaching and mentorship to peers.
• Strong problem-resolution skills and a proactive approach to addressing challenges.
• High level of individual resilience and adaptability to change.
• Customer service-oriented mindset with a strong sense of empathy.
• Experience in sales operations management support is a plus.
• Ability to influence stakeholders and work effectively in a team environment.

Benefits

• Health insurance
• Retirement plans
• Paid time off
• Flexible work arrangements
• Professional development opportunities
• Bonuses