Sales Support Associate - Pasadena, CA

KBKG LLC; Pasadena (CA); Hybrid; USD 45,000 - 65,000; Full time

Job summary

KBKG LLC is seeking a Sales Support Associate to help the sales team with proposals, engagement letters, and CRM management. You will gather data from clients and stakeholders, schedule client calls, and support the sales process to ensure timely delivery of materials.

The role collaborates with Partners and Directors, requires strong communication, organization, and multitasking in a hybrid office setting (3 days in-office). Previous experience with tax incentives or CPA firms is a plus.

Qualifications

• Bachelor's degree in marketing, business administration, communications, or related field.
• Proficiency with CRM systems (Salesforce) and MS Office suite.
• Strong written and verbal communication; multitasking in a fast-paced environment.

Responsibilities

• Support the Sales Team, Partners and Directors with proposals, engagement letters, and CRM management.
• Collect data from clients or Account Directors to prepare proposals timely and accurately.
• Coordinate with internal teams to ensure delivery of proposals and engagement letters.

Skills

MS Office

Attention to detail

Communication

Team player

Proactive

Education

Bachelor's degree

Tools

Salesforce

Job description

KBKG LLC, a Specialty Tax provider, empowers CPA firms to connect with their customers in a comprehensive and consultative manner. We are fast-growing, the most innovative in the industry, and named one of the Best of the Best firms by Inside Public Accounting.? We help CPAs determine tax incentives that benefit their clients, and we are committed to handling each client relationship with care and diligence. Our ability to work seamlessly with CPAs is the reason so many leading firms and businesses across the nation utilize our expertise and trust KBKG with their clients. By partnering state-of-the-Best employees in the industry, we foster a culture of constant innovation and growth. We are hybrid and in the office 3 days a week.

Job Description

The Sales Support Associate is a key member of the sales team who provides administrative, logistical, and customer support to help the sales team achieve their goals. These activities include, but are not limited to, managing activities through CRM, gathering data from the client or key stakeholders to prepare proposals and engagement letters, scheduling and joining client calls, and ensuring the sales process is moving along in a timely manner. Our Managers support the position by setting career development goals to ensure growth.

Responsibilities

• Support the Sales Team, Partners and Directors with proposals, engagement letters, and CRM Managements
• Collect data from clients or Account Directors to prepare proposals timely and accurately.
• Responsible for coordinating with internal teams to ensure accurate and timely delivery of proposals and engagement letters
• Create and maintain accuracy of accounts, opportunities, and tasks in Salesforce to quantify and track interested clients to ensure that their needs were addressed by account owners
• Track the sales status through our Customer Relationship Management (CRM) tool (Salesforce.com)
• Assist with sales pipeline for the region and ensure sales process is moving
• Assist sales and management team with ensuring ongoing communication amongst our clients, alliance partners and referral sources
• Work closely with account owners to transfer qualified opportunities or interested parties by coordinating a call or meeting
• Ensure client satisfaction with KBKG and disseminate important industry developments to clients
• Achieve or exceed individual sales support goals

Requirements

• Proficiency in Microsoft Office Suite (e.g. Excel, Word, Teams, Outlook)
• Ability to multitask, prioritize effectively, and work well under pressure
• Ability to work independently & as part of a team in a fast pace, rapid change environment
• Attention to detail and good analytical skills
• Excellent organizational and communication skills (verbal and written)
• Ability to build rapport
• Is proactive and takes initiative

Education & Experience

• Bachelor’s degree in marketing, Business Administration, Communications, or a related field. A master’s degree or additional certifications can be advantageous.
• Preferred:
• Experience with CPA firms and/or B2B Sales
• Experience in Sales and/or Customer Service
• Experience with tax incentives
• Experience with Salesforce or similar CRM

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at a time.

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and selection decisions be based on job-related factors.