Sales Support Specialist

Direct ChassisLink Inc. (DCLI); Charlotte (NC); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Excellent health, dental, and vision

401k with company match

PTO and paid holidays

Work-life balance flexibility

Wellness resources

Company-sponsored events

Job summary

Direct ChassisLink Inc. (DCLI) is seeking a Sales Support Specialist to empower the Domestic Sales team with data-driven insights, compelling presentations, and actionable recommendations.

The role focuses on coordinating customer reviews, developing executive-level materials, and driving reporting improvements. You will partner with account managers and leadership to translate operational performance and market insights into strategic opportunities for retention and growth, while supporting

Qualifications

• Bachelor's degree or equivalent in a related field or work experience.
• Proven experience in sales operations, business analysis, or similar role.
• Advanced PowerPoint skills to deliver executive-quality presentations.
• Strong storytelling and data-driven communication abilities.
• Proficiency with Excel for data interpretation and reporting.
• Experience with BI tools (Tableau/Power BI) and dashboard design.

Responsibilities

• Coordinate customer business reviews and prepare agendas and materials.
• Create executive-quality PowerPoint presentations translating data into insights.
• Enhance Tableau dashboards and reports with strong visual storytelling.
• Analyze customer performance and provide insights for account planning.
• Coordinate weekly Domestic Sales meetings and track actions.
• Lead annual customer satisfaction survey distribution and tracking.
• Support sales initiatives with presentations and project work.
• Develop standardized presentation templates and reporting formats.
• Collaborate with Sales leadership, Marketing, Finance, Operations and IT.

Skills

PowerPoint

Excel

Tableau

Power BI

Communication

Project management

Collaboration

Sales operations

Education

Bachelor's degree or equivalent

Tools

Tableau

Power BI

Salesforce

Job description

*** Must be local to Charlotte and able to work a hybrid schedule in office 4 days per week ***

The Sales Support Specialist will support the Domestic Sales team by transforming customer data, operational performance, and market insights into compelling presentations, visual reporting tools, and actionable commercial recommendations.

This position will play a central role in coordinating customer business reviews, developing high-quality presentations, and collaborating with Sales leadership and account managers to communicate DCLI's value proposition, strengthen customer partnerships, and support account retention and growth.

The role will also help drive execution across the Domestic Sales team by coordinating weekly sales meetings, maintaining visibility into key initiatives, and tracking action items and commitments to ensure timely follow-through.

Duties And Responsibilities

• Business Review Management: Coordinate and manage the customer business review calendar, preparation process, agendas, and supporting materials in partnership with the Domestic Sales team. Ensure reviews are organized, professionally prepared, and aligned with customer priorities and commercial objectives.
• Presentation Development and Storytelling: Design and develop compelling, executive-quality PowerPoint presentations that translate complex operational and commercial data into clear narratives, impactful visualizations, and actionable insights. Support the Sales team in communicating performance, highlighting DCLI's value, and identifying opportunities for account retention and growth.
• Dashboard Visualization and Design: Collaborate with the Data & Reporting Analyst to enhance the visual presentation, usability, and effectiveness of Tableau dashboards and reporting tools. Focus on layout, visual storytelling, and how information is presented to internal stakeholders and customers.
• Commercial Insights and Account Support: Work closely with account managers and Sales leadership to analyze customer performance, identify important trends, and develop meaningful insights that support customer discussions, account planning, and business reviews.
• Weekly Sales Meeting Coordination: Support the coordination of weekly Domestic Sales meetings, including agenda preparation, organization of key discussion topics, documentation of decisions, and tracking of action items and commitments.
• Action Item Tracking and Follow-Through: Maintain visibility into outstanding deliverables and next steps resulting from weekly sales calls, customer business reviews, and key commercial initiatives. Coordinate with responsible team members, monitor progress, and elevate items requiring additional attention to ensure commitments are completed in a timely manner.
• Customer Survey Management: Lead the coordination, distribution, and participation tracking of the annual customer satisfaction survey. Analyze survey results in collaboration with the Sales team and translate customer feedback into meaningful insights, commercial priorities, and opportunities for improvement.
• Sales Support and Special Projects: Provide tactical and analytical support to the Domestic Sales team, including account-specific presentations, customer meeting preparation, commercial initiatives, and other projects supporting sales effectiveness.
• Presentation and Reporting Standardization: Develop and maintain professional presentation templates, reporting formats, and visual standards to ensure consistent, high-quality communication across customer business reviews and internal leadership presentations.
• Cross-Functional Collaboration: Partner with Sales leadership, account managers, Marketing, Finance, Operations, and IT to gather relevant information, develop presentation materials, and support successful execution of commercial initiatives.
• Continuous Improvement: Identify opportunities to improve the efficiency, quality, and consistency of business review preparation, sales meeting coordination, presentation development, and follow-up processes.
• Other Duties: Perform other duties as assigned.

Qualifications

• Bachelor's degree in Business Administration, Marketing, Communications, Finance, Business Analytics, or a related field, or equivalent relevant work experience.
• Proven experience in sales operations, business analysis, commercial support, presentation development, or a similar role.
• Advanced proficiency in Microsoft PowerPoint with demonstrated ability to develop professional, visually compelling business presentations.
• Strong visual storytelling and communication skills, including the ability to translate complex data into clear messages and actionable insights.
• Proficiency in Microsoft Excel with the ability to interpret customer data, identify trends, and develop visual reporting summaries.
• Experience using Tableau, Power BI, or similar business intelligence tools, with an emphasis on dashboard visualization and reporting design, preferred.
• Strong organizational and project management skills, with demonstrated ability to coordinate multiple projects, deadlines, and stakeholders.
• Proactive, hands-on approach to managing action items, maintaining accountability, and driving follow-through.
• Excellent written and verbal communication skills with strong attention to detail.
• Ability to collaborate effectively with Sales leadership and account managers to understand business objectives and develop supporting materials.
• Ability to participate in customer business reviews and internal meetings in person or virtually, including occasional travel as needed.
• Working knowledge of CRM systems, such as Salesforce, a plus.
• Experience supporting executive-level presentations, customer business reviews, or strategic account management a plus.
• Experience in transportation, logistics, or intermodal operations a plus.
• Must be able to pass a pre-employment drug screening.

Direct Reports

• N/A

Benefits

We understand that your role at DCLI is only part of who you are. Our comprehensive compensation and benefits package provide resources for you to be your best self, grow professionally and personally, and reach your full potential.

• Excellent health, dental, and vision insurance options for you and your family
• Ample PTO and paid holidays
• 401k with company match
• Flexibility to support a healthy work-life balance
• Wellness resources
• Company-sponsored parties, outings, and other perks

Development Opportunities

At DCLI, you’ll find that everyone – from your coworkers and managers to the senior leadership team – wants to see you succeed and there are opportunities available for you to develop in your current role and prepare to take that next step in your career:

• Tuition reimbursement
• Internal training and educational resources
• Quarterly and annual awards for outstanding performance
• Pathways to promotions and access to advice, feedback, and mentorship
• Participation in professional organizations
• Internships