Sales Support Specialist

Responsibilities

• Create, update, and maintain opportunities in Salesforce, ensuring accurate stages, close dates, notes, and forecasting information.
• Monitor and audit Salesforce and Outreach activities to ensure timely follow‑up and adherence to established SLAs.
• Coordinate requests and workflows between Sales, Underwriting, Deal Desk, Activation, Customer Support, and Partner teams.
• Triage merchant requests and route them to the appropriate internal teams while maintaining visibility and follow‑through.
• Monitor onboarding and support workflows to ensure merchants receive timely assistance through activation.
• Conduct regular audits of overdue tasks, stale opportunities, and CRM data to maintain pipeline accuracy and operational efficiency.
• Support closed‑won workflows, including welcome communications and coordination with activation teams.
• Serve as a primary point of contact for merchant, partner, and internal team communications related to sales support, onboarding, and workflow coordination.
• Identify inefficiencies in current workflows and propose process improvements to enhance productivity.
• Collaborate cross‑functionally with internal teams to ensure seamless handoffs and customer experience.
• Provide high‑quality customer service through professional, timely, and accurate communication.

• 2+ years of experience in Sales Support, Sales Operations, or a similar role.
• Experience supporting sales teams through CRM administration, opportunity management, onboarding coordination, or similar sales operations functions.
• Strong proficiency in Salesforce, including data entry, pipeline management, and reporting.
• Familiarity with Outreach or similar sales engagement tools.
• Experience using Google Workspace (Docs, Sheets, Calendar) in a collaborative environment.
• Experience coordinating operational workflows, sales processes, or administrative functions across multiple internal departments or teams.
• Experience collecting documentation, managing follow‑up activities, and ensuring completion of tasks within defined service‑level expectations.
• Strong attention to detail and ability to manage multiple concurrent requests while maintaining accuracy and follow‑through.
• Strong verbal and written communication skills, with comfort engaging external prospects and partners.