Hybrid Sales Support Analyst – CRM & Proposals

KBKG - Tax Credits, Incentives & Cost Recovery; Atlanta (GA); Hybrid; USD 50,000 - 70,000; Full time

Job summary

KBKG LLC in Atlanta, GA is seeking a Sales Support Associate to bolster the sales team with administrative, CRM, and client coordination. This hybrid role entails preparing proposals, gathering client data, scheduling calls, and ensuring timely progress through the sales process.

Your duties include maintaining Salesforce records, supporting pipeline progression, and coordinating with account owners to move opportunities forward, with managers guiding your career development.

Qualifications

• Bachelor’s degree required in marketing, business administration, communications, or related field.
• A master’s degree or additional certifications can be advantageous.
• Experience with CPA firms and/or B2B Sales is preferred.
• Experience with Salesforce or similar CRM is desirable.

Responsibilities

• Prepare accurate, timely proposals and engagement letters by collecting required information from clients and coordinating with internal teams.
• Maintain accurate accounts, opportunities, tasks, and activity records in Salesforce to track client interest, sales status, and next steps.
• Support regional pipeline progression by monitoring follow-ups, identifying bottlenecks, and coordinating with account owners to address outstanding actions.
• Proactively follow up with clients and prospects to obtain missing information, provide updates, and respond to routine inquiries while maintaining the Account Manager or Account Director as the primary relationship owner.
• Coordinate calls and meetings to connect qualified prospects with account owners and advance opportunities through the sales process.
• Route technical, complex, or strategic questions to the account owner or appropriate internal resource, obtaining required approvals for pricing, scope, technical conclusions, and commitments.
• Maintain responsive communication with clients, alliance partners, and referral sources; build rapport and share approved, relevant industry updates to support a positive client experience.
• Achieve or exceed individual Sales Support goals.
• Provide administrative and logistical support to the Sales Team, Partners, and Directors as needed.

Skills

Customer service

Excellent communication

Attention to detail

Multitasking

Team collaboration

Education

Bachelor’s degree in Marketing/Business Admin/Communications

Master’s degree or certifications advantageous

Tools

Salesforce

Microsoft Office Suite

Job description

KBKG LLC in Atlanta, GA is seeking a Sales Support Associate to bolster the sales team with administrative, CRM, and client coordination. This hybrid role entails preparing proposals, gathering client data, scheduling calls, and ensuring timely progress through the sales process.

Your duties include maintaining Salesforce records, supporting pipeline progression, and coordinating with account owners to move opportunities forward, with managers guiding your career development.