Sales Support Specialist
The Sales Support Specialist at KBKG could be the right fit for your career move. The Sales Support Specialist is a key member of the sales team who provides administrative, logistical, and customer support to help the sales team achieve their goals. These activities include, but are not limited to, managing activities through CRM, gathering data from the client or key stakeholders to prepare proposals and engagement letters, scheduling and joining client calls, and ensuring the sales process is moving along in a timely manner. Our Senior Consultants and Managers will work with you to set career development goals to ensure growth.
Responsibilities
- Support the Sales Team, Partners and Directors with proposals, engagement letters, and CRM Managements.
- Collect data from clients or BDs to prepare proposals timely and accurately.
- Responsible for coordinating with internal teams to ensure accurate and timely delivery of proposals and engagement letters
- Create and maintain accuracy of accounts, opportunities, and tasks in Salesforce to quantify and track interested clients to ensure that their needs were addressed by account owners.
- Track the sales status through our Customer Relationship Management (CRM) tool (Salesforce.com).
- Assist with sales pipeline for the region and ensure sales process is moving.
- Assist sales and management team with ensuring ongoing communication amongst our clients, alliance partners and referral sources.
- Work closely with account owners to transfer qualified opportunities or interested parties by coordinating a call or meeting.
- Ensure client satisfaction with KBKG and disseminate important industry developments to clients.
- Achieve or exceed individual sales support goals.
- Supporting the sales team in other administrative tasks as needed
Requirements - Bachelor's Degree
- Proficiency in Microsoft Office Suite (e.g. Excel, Word, Teams, Outlook)
- Ability to multitask, prioritize effectively, and work well under pressure.
- Ability to work independently & as part of a team in a fast pace, rapid change environment.
- Attention to detail and good analytical skills.
- Excellent organizational and communication skills (verbal and written)
- Ability to build rapport.
- Is proactive and takes initiative.
- Have an interest in Sales.
Preferred - Experience with CPA firms and/or B2B Sales
- Experience in Sales and/or Customer Service
- Experience with tax incentives
- Experience with Salesforce or similar CRM
Benefits We are proud to offer a competitive base salary plus incentive compensation and a comprehensive benefits package; full medical and dental, flexible work schedule, 401k plan, 3% profit sharing contribution, 15 days paid time off, 12 company holidays, growth opportunities, team building, corporate events, and much more. 50-70k in salary depends on experience.
About KBKG KBKG Inc., a Specialty Tax provider, empowers CPA firms to connect with their customers in a comprehensive and consultative manner. We are fast growing, the most innovative in the industry, and named one of the Best of the Best firms by Inside Public Accounting. We help CPAs determine tax incentives that benefit their clients, and we are committed to handling each client relationship with care and diligence. Our ability to work seamlessly with CPAs is the reason so many leading firms and businesses across the nation utilize our expertise and trust KBKG with their clients. By partnering state-of-the-art technology with the best and brightest employees in the industry, we foster a culture of constant innovation and growth.
KBKG is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.
