Sales Support Consultant – Partners

• Provide point support to the Account Team from pre-sales through post-sales deployment
• Manage sales information, contracting, account set-up, onboarding, billing, and reporting
• Maximize Sales resources’ selling time by taking on back-office tasks
• Coordinate internal resources to streamline contract-to-boarding processes
• Support billing and general customer service issue resolution
• Respond to inquiries regarding billing, pricing, contracts, reporting, and research
• Perform sales administration tasks, including revenue tracking
• Review and monitor sales leads
• Collaborate with clients to research, implement, and monitor programs supporting applications and business goals
• Conduct research and communicate findings and solutions to support sales representatives in maintaining and expanding strategic client base and revenue
• Maintain tools supporting Sales teams
• Generate client reporting and client dashboards
• Support past-due invoice and customer service issue resolution
• Execute work orders and ensure appropriate filing of contracts with legal
• Coordinate with Customer Success Managers to support customer training
• Guide Sales in entering accurate forecasts in the CRM tool
• Generate forecast and weekly-monthly reports
• Analyze sales performance records and interpret results
• Review quarterly compensation for accurate payout

• 2–5 years of sales support and/or customer service experience
• Industry experience in risk, data, credit, or a vertical market
• Bachelor’s degree
• Technical proficiencies
• Tech, software, or platform skills
• Intellectually curious and insights driven
• Delivers results and plays to win
• Drives excellent execution
• Sense of urgency, agility, and grit
• Leads with integrity and personal accountability
• Exceeds customers’ expectations
• Takes initiative to develop yourself and help others grow
• Values diversity of experience and thought

Demonstrates expertise in sales support and customer service, with a strong focus on managing sales information, billing, and reporting. Proficient in coordinating resources and executing administrative tasks to enhance sales team efficiency and client satisfaction.

• Sales Support Experience
• Customer Service Experience
• Bachelor's Degree
• Technical Proficiencies
• CRM Tool Management

• Sales Administration
• Revenue Tracking
• Contract Management
• Client Reporting
• Forecast Generation
• Data Analysis
• Billing Management
• Sales Lead Monitoring
• Program Implementation
• Issue Resolution

• Intellectual Curiosity
• Results-Driven
• Sense of Urgency
• Integrity
• Initiative

• Risk Management
• Data Analysis
• Credit Industry
• Vertical Market Experience

• CRM Tools
• Sales Reporting Tools
• Client Dashboards