Sales Support Specialist

McKinley Equipment Corporation; Irvine (CA); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading equipment company is seeking a Sales Support Specialist to provide essential support for sales representatives. The role involves responding to inquiries, processing orders, and maintaining customer information in a CRM system like Salesforce. The ideal candidate will have 1–3+ years of experience in sales support or customer service, possess strong organizational skills, and have a customer-first mindset. A flexible, detail-oriented individual is essential for ensuring seamless operations and high customer satisfaction.

Qualifications

• 1–3+ years of experience in sales support, customer service, or related role.
• Strong proficiency in CRM software, especially Salesforce.
• Excellent communication skills and customer-first mindset.

Responsibilities

• Respond to customer inquiries via phone, email, and CRM.
• Process sales orders and invoices accurately.
• Maintain and update customer information in the CRM system.
• Coordinate with internal & external teams for order fulfillment.
• Monitor order status and delivery timelines.

Skills

Sales support

CRM software proficiency

Communication skills

Organizational skills

Microsoft Office / Google Workspace

Problem-solving

Multitasking

Education

High school diploma or equivalent

Associate's or Bachelor's degree in Business or related field

Tools

Salesforce

Microsoft Excel

Google Sheets

Job description

About the Role

We are looking for a detail‑oriented and proactive Sales Support Specialist to join our growing sales team. In this vital behind‑the‑scenes role, you will provide essential administrative and operational support to enable our sales representatives to focus on building relationships and closing deals. You will act as a key liaison between sales, customers, vendors and internal teams, ensuring smooth, efficient sales processes and high levels of customer satisfaction.

The ideal candidate thrives in a fast‑paced environment, enjoys problem‑solving, is a quick study and takes pride in keeping everything running seamlessly.

Key Responsibilities:

• Respond promptly and professionally to customer and internal teams inquiries via phone, email, and CRM.
• Process sales orders, contracts, invoices and purchase orders accurately and in a timely manner with attention to detail.
• Maintain and update customer information and open project information, and sales in the CRM system (i.e., Salesforce).
• Coordinate with internal & external teams (finance, legal, product, shipping/logistics, subcontract labor) to resolve issues and ensure smooth order fulfillment.
• Monitor order status, delivery timelines, and invoicing; proactively communicate updates to customers and sales reps verbally and in writing.
• Identify process bottlenecks and suggest improvements to increase team efficiency.
• Manage and submit project invoicing based on percentage of completion.
• Support sales requesting drawings and preparing initial submittal packages per project.
• Handle post‑sale administrative tasks such as processing project close out packages inclusive of owner’s manuals and warranty information.

Required Qualifications & Skills:

• 1–3+ years of experience in sales support, sales operations, customer service, or a related administrative role (experience in construction is a plus)
• Strong proficiency in CRM software (Salesforce is preferred, HubSpot, Microsoft Dynamics, or equivalent)
• Excellent written and verbal communication skills with a customer‑first mindset
• Very strong organizational skills and meticulous attention to detail
• Solid proficiency in Microsoft Office / Google Workspace (especially Excel/Google Sheets for data management and reporting)
• Ability to multitask, prioritize effectively, and meet tight deadlines in a high‑volume environment
• Problem‑solving attitude with the ability to research and resolve issues independently
• High school diploma or equivalent required; Associate’s or Bachelor’s degree in Business, Communications, or related field preferred

Preferred Qualifications:

• Previous experience in construction or as a subcontractor