Sales Support Administrator

Guardian Tax Consultants; Franklin (TN); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

401k with employee matching

10 PTO days for the first year, unlimited afterwards

Paid maternity leave

KPI bonus of 10%-20% based on performance metrics

Job summary

A growing tax consulting firm in Franklin, TN is looking for an entry-level team member to manage customer relationships, enter data into CRM, and ensure accurate sales tracking. The ideal candidate will possess strong communication skills and attention to detail. This full-time position offers various benefits including paid time off and a performance-based bonus.

Qualifications

• Previous experience with Zoho, preferred.
• Experience with self-directed case load.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Comfortable operating in a fast-paced, high-pressure environment.

Responsibilities

• Enter all new contacts into applicable CRM within 24 hours.
• Log all interactions, calls and sales progress in our CRM software.
• Maintain accurate pipeline records and provide accurate sales forecasting.
• Assist the team in building and refining workflows, processes and materials.

Skills

Zoho

Microsoft Suite

Data entry management

Written communication

Verbal communication

Organizational skills

Job description

Base pay range

$50,000.00/yr - $55,000.00/yr

Responsibilities

• Enter all new contacts into applicable CRM within 24 hours of any event. This must include a complete capture of information (company, role, contact information, introduction source, etc).
• Follow-up on all new contacts using a standardized template.
• Maintain a drip campaign to encourage engagement.
• Coordinate meetings on behalf of senior advisors in person or over Zoom.
• Protect relationships by responding promptly and professionally to all communications.
• Maintain accurate pipeline records and provide accurate sales forecasting.
• Track outreach and scheduling, always maintaining report-ready data.
• Log all interactions, calls and sales progress in our CRM software.
• Assist the team in building and refining workflows, processes and materials.
• Additional duties as assigned

Qualifications

• Previous experience with Zoho, preferred.
• Experience with self-directed case load.
• Proficiency with Microsoft Suite.
• Experience with high-volume data entry and follow up management.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Comfortable operating in a fast-paced, high-pressure environment.
• 401k with employee matching contributions.
• 10 PTO days for the first year. Unlimited afterwards.
• Paid maternity leave.
• KPI bonus of 10%-20% based on performance metrics.

About Guardian

We are a rapidly growing company that is actively expanding.We work primarily with business owners to help them flourish so that their employees, families, and communities are positively impacted as well. Learn more about what we do at guardiantaxconsultants.com

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales, Administrative, and Customer Service

Brentwood, TN