Job Description

Position Summary

The Sales Support Specialist plays a critical role in facilitating the seamless integration of new clients into our services. This individual will be responsible for monitoring and managing the initial stages of the client onboarding process, ensuring compliance with documentation, and assisting both the sales and implementation teams. The role requires a detail-oriented approach, excellent communication skills, and the ability to multitask efficiently in a dynamic environment.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

Sales Support:

• Monitor email diligently for inbound New Client Profiles and requests for ancillary products.
• Conduct thorough reviews of New Client Profiles to ensure document compliance.
• Engage in proactive communication with sales representatives to confirm details such as single/multi entity status, product being sold, and check dates.
• Directly communicate with clients to acquire any missing documentation and guide them through their next steps.

Implementation Support:

• Upon receipt of all necessary documents, assign a short name to new clients and update the Client Progress Sheet.
• Create and manage client Projects and Workdrive, ensuring all documents are accurately transferred.
• Build client profiles in Elevated upon receiving signed Services Agreements and add sold products.
• Dispatch Assignment Emails to relevant team members to signal that new clients are ready for implementation.
• Coordinate with clients to schedule Welcome Calls, including setting up the necessary Teams meetings.

General Support for Both Teams:

• Assist in the creation and management of Project and Workdrive folders for product upgrades and ancillary products.
• Submit accounting tickets as required.
• Perform anti-money laundering compliance checks for new clients, including Sanctions List searches, Been Verified searches, and cannabis license verification (if applicable).
• Conduct verifications of business licenses, LLCs, and websites.
• Ensure all supporting documents are uploaded to the client's Workdrive in an organized manner.
• Other duties as assigned

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Associates degree in Business Administration preferred or equivalent 3 years work experience
• Proven experience in a support role within a sales or customer service environment.
• Strong organizational and multitasking abilities.
• Excellent communication and interpersonal skills.
• Proficiency in using office software, including email, spreadsheets, and document management tools.
• Ability to work independently and as part of a team.
• Detail-oriented with a commitment to accuracy and thoroughness.
• Proven experience in a support role within a sales or customer service environment.
• Strong organizational and multitasking abilities.
• Excellent communication and interpersonal skills.
• Proficiency in using office software, including email, spreadsheets, and document management tools.
• Ability to work independently and as part of a team.
• Detail-oriented with a commitment to accuracy and thoroughness.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.