Sales Support Associate - Pasadena, CA

KBKG; Pasadena (CA); Hybrid; USD 52,000 - 64,000; Full time

Job summary

KBKG LLC, a Specialty Tax provider, seeks a Sales Support Associate who helps the sales team with administration, CRM tasks, and client coordination. You’ll gather data for proposals, schedule calls, and ensure the sales process moves smoothly under guidance from managers.

You’ll work with Salesforce or similar CRM, support APAC? regional pipelines, and engage with clients and stake-holders to keep engagements progressing. This role is hybrid, with in-office days three per week.

Qualifications

• Bachelor's degree in marketing, business administration, communications, or a related field.
• Experience with CPA firms and/or B2B sales is preferred.
• Proficiency in Microsoft Office Suite; Salesforce or similar CRM experience is a plus.
• Excellent organizational and communication skills (verbal and written).

Responsibilities

• Prepare accurate, timely proposals and engagement letters by collecting required information and coordinating with internal teams.
• Maintain Salesforce opportunities, tasks, and activity records to track client interest and sales status.
• Follow up with clients to obtain missing information and provide updates while keeping the Account Manager as primary contact.
• Coordinate calls and meetings to connect prospects with account owners and advance opportunities.

Skills

MS Office

Multitasking

Independence

Attention to detail

Communication

Rapport building

Proactive

Education

Bachelor's in marketing/business

Tools

Salesforce

Job description

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-art technology with the best and brightest 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 at KBKG could be the right fit for your career move. 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 will work with you to set career development goals to ensure growth.

Responsibilities

• Prepare accurate, timely proposals and engagement letters by collecting required information from clients and account owners 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 ownersto address outstanding actions.
• Proactively follow up with clients and prospects to obtain missing information, provide updates, and respond to routineinquiries 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 salesprocess.
• 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.

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.
• Have an interest in Sales.

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.