Sales Support & CRM Specialist

Carolina Energy Conservation; Windy Hill Beach (SC); On-site; USD 38,000 - 62,000; Full time

Job summary

Carolina Energy Conservation is seeking a Sales Support Coordinator to provide administrative and customer-service support to the sales team. This non-direct-sales role focuses on customer follow-up, handling unsold proposals, Hatch campaigns, and candidate screening.

You will assist field sales reps, maintain Salesforce records, and help prepare routine sales activity reports while coordinating with Sales, Production, and Marketing.

Qualifications

• This role requires being tech-savvy and quick to learn new software.
• Experience with Salesforce or another CRM is strongly preferred.
• Comfortable using iOS, Windows, and web-based applications.
• Ability to troubleshoot basic technology issues and maintain records.

Responsibilities

• Follow up with customers after sales appointments.
• Review unsold proposals and identify follow-up opportunities.
• Create, schedule, and monitor campaigns in Hatch.
• Route customer responses to the appropriate salesperson.
• Assist field sales reps with software, documents, and customer information.
• Update customer records, notes, and proposal statuses in Salesforce.
• Review applications, conduct initial candidate screenings, and schedule interviews.
• Prepare basic activity reports for sales management.
• Maintain communication between Sales, Production, Marketing, and the Appointment Center.

Skills

Tech-savvy

CRM experience

Multi-platform

Troubleshooting

Customer service

Attention to detail

Prioritization

Administrative support

Tools

Salesforce

Job description

Carolina Energy Conservation is seeking a Sales Support Coordinator to provide administrative and customer-service support to the sales team. This non-direct-sales role focuses on customer follow-up, handling unsold proposals, Hatch campaigns, and candidate screening.

You will assist field sales reps, maintain Salesforce records, and help prepare routine sales activity reports while coordinating with Sales, Production, and Marketing.