Hybrid Sales Support Pro: Proposals, CRM & Client Ops

KBKG; Atlanta (GA); Híbrido; USD 45.000 - 70.000; Jornada completa

Descripción de la vacante

KBKG LLC, a specialty tax provider, seeks a Sales Support Associate to join our hybrid Atlanta team. You will support the sales group with proposals, engagement letters, CRM data, and client communications to keep deals moving smoothly.

You will maintain Salesforce records, coordinate calls, route questions to the right experts, and help the Account Manager advance opportunities, while building rapport with clients and partners. A BA/BS and interest in sales are preferred.

Formación

• Bachelor’s degree in marketing, business admin, communications, or related field.
• A master’s degree or additional certifications can be advantageous.
• Experience with CPA firms and/or B2B sales is preferred.
• Familiarity with tax incentives and CRM systems is beneficial.

Responsabilidades

• 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.

Conocimientos

MS Office

Multitasking

Communication skills

Teamwork

Attention to detail

Sales interest

CRM experience

Educación

Bachelor’s degree in marketing or related field

Master’s degree or certifications (advantageous)

Experience with CPA firms or B2B sales (preferred)

Herramientas

Salesforce

Descripción del empleo

KBKG LLC, a specialty tax provider, seeks a Sales Support Associate to join our hybrid Atlanta team. You will support the sales group with proposals, engagement letters, CRM data, and client communications to keep deals moving smoothly.

You will maintain Salesforce records, coordinate calls, route questions to the right experts, and help the Account Manager advance opportunities, while building rapport with clients and partners. A BA/BS and interest in sales are preferred.