Sales Support Specialist
Inside Sales Position Supporting Regional Sales Representatives and Top Clients
Job Summary
The Sales Support Specialist for Preferred Partners is a key role within our organization, dedicated to providing high-level support to our top clients. This role ensures seamless account management, timely order processing, and proactive communication to strengthen client relationships, ensure customer satisfaction and contribute to our growth goals.
The ideal candidate is organized, detail-oriented, customer-focused, and thrives in a collaborative environment.
Key Responsibilities
1. Outbound Calling
- Lead Generation
- Schedule Meetings For Sales Team
2. Account Setup Coordination
- Facilitate the setup of new accounts, collaborating with Finance for credit approval and expediting the process to ensure timely onboarding.
3. Data Management
- Accurately enter and maintain data for key accounts, ensuring information is current and consistent across all systems.
- Manage cases in Sales Force for Preferred Partners and/or assigned accounts.
4. Proof Creation and Art ID Creation
Provide embroidery/DTG proofs to clients, including creating Art IDs for new embroideries for top accounts.
5. Develop and Maintain Relationship
6. Follow Up On Cold and Warm Leads To Help
7. Understand and demonstrate the product and/or service to the customer.
8. Improve sales skills to increase sales success rates.
9. Customer Support
Act as the primary contact for key clients, addressing inquiries, processing orders, and resolving issues promptly.
10. Order Timeline Communication – Backorders / Lead Time Management
Provide weekly updates on Estimated Time to Ship (ETS) dates to clients, ensuring clear and proactive communication on back orders.
11. CRM Oversight
Maintain accurate records in the CRM system, including client information, logged interactions, and tracking progress.
12. Internal Coordination
Collaborate with logistics, operations, customer service, sales and finance teams to ensure customer needs are met and customers have a positive experience.
13. Customer Meetings
Attend customer meetings via MS Teams as needed to provide support, address questions, and maintain relationships as needed,
14. Growth Opportunity Identification
Identify opportunities for new leads to support sales pipeline development and overall business growth.
15. Presentations/Proposal Support
Support sales team with proposals, RFP’s and presentations.
16. Reporting
Generate internal and client-facing reports to support decision-making and performance tracking.
Qualifications
Skills:
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