Sales Support Specialist

Helient Systems; Philadelphia (Philadelphia County); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Competitive compensation

Remote work options

Medical, vision, dental insurance

401(k) with profit sharing

Professional development opportunities

Inclusive culture

Job summary

Helient Systems is seeking a detail-oriented Sales Support Specialist to bolster our sales organization. You will collaborate with Account Executives, leadership, Marketing, Finance, and Operations to streamline the sales process from lead gen to onboarding.

The role emphasizes organization, CRM proficiency, and clear communication within a fast-paced tech environment. This hybrid, full-time position offers opportunities for growth and effective cross-team collaboration.

Qualifications

• Associate's or Bachelor's degree in Business, Marketing, Communications, or related field.
• 2+ years of experience in sales support, sales operations, customer service, or administrative support.
• Experience in a technology, software, cloud, telecommunications, or managed services environment preferred.
• Proficiency with Microsoft Office Suite, especially Excel, PowerPoint, and Outlook.
• Experience with CRM platforms such as Salesforce, Microsoft Dynamics, or HubSpot.
• Strong organizational and multitasking skills.
• Excellent verbal and written communication abilities.

Responsibilities

• Assist sales representatives with quote generation, proposal preparation, and contract administration.
• Manage sales documentation, pricing requests, and order processing.
• Maintain accurate customer and opportunity records in CRM systems (Salesforce, Microsoft Dynamics, HubSpot, etc.).
• Track sales activities, pipeline updates, and forecast reporting.
• Support the preparation of sales presentations and customer-facing materials.
• Serve as a point of contact for customer inquiries, directing requests to appropriate internal teams.
• Coordinate customer onboarding activities and implementation handoffs.
• Maintain strong relationships with customers, vendors, and strategic partners.
• Follow up on open customer requests to ensure timely resolution.
• Assist in the management of sales tools, resources, and content libraries.
• Coordinate training sessions, webinars, and sales meetings.
• Support lead management and assignment processes.
• Help develop reporting dashboards and performance metrics.
• Work closely with Marketing on campaign follow-up and lead tracking.
• Coordinate with Finance on invoicing, purchase orders, and contract approvals.
• Partner with Technical and Professional Services teams to support solution delivery.
• Facilitate communication between internal departments to ensure customer satisfaction.
• Generate regular sales reports and dashboards.
• Analyze sales trends and identify process improvement opportunities.
• Monitor KPIs and provide insights to sales leadership.
• Ensure data accuracy across all sales systems.

Skills

Office Suite

CRM platforms

Communication

Organization

Time management

Attention to detail

Education

Bachelor's degree

Tools

Salesforce

HubSpot

Microsoft Dynamics

CPQ tools

Job description

The Sales Support Specialist provides administrative, operational, and customer-facing support to the sales organization. This role works closely with Account Executives, Sales Leadership, Marketing, Finance, and Operations to ensure a seamless sales process from lead generation through customer onboarding. The ideal candidate is highly organized, detail-oriented, technologically savvy, and thrives in a fast-paced environment.

Key Responsibilities

Sales Operations Support

• Assist sales representatives with quote generation, proposal preparation, and contract administration.
• Manage sales documentation, pricing requests, and order processing.
• Maintain accurate customer and opportunity records in CRM systems (Salesforce, Microsoft Dynamics, HubSpot, etc.).
• Track sales activities, pipeline updates, and forecast reporting.
• Support the preparation of sales presentations and customer-facing materials.

Customer and Partner Support

• Serve as a point of contact for customer inquiries, directing requests to appropriate internal teams.
• Coordinate customer onboarding activities and implementation handoffs.
• Maintain strong relationships with customers, vendors, and strategic partners.
• Follow up on open customer requests to ensure timely resolution.

Sales Enablement

• Assist in the management of sales tools, resources, and content libraries.
• Coordinate training sessions, webinars, and sales meetings.
• Support lead management and assignment processes.
• Help develop reporting dashboards and performance metrics.

Cross-Functional Collaboration

• Work closely with Marketing on campaign follow-up and lead tracking.
• Coordinate with Finance on invoicing, purchase orders, and contract approvals.
• Partner with Technical and Professional Services teams to support solution delivery.
• Facilitate communication between internal departments to ensure customer satisfaction.

Reporting and Analytics

• Generate regular sales reports and dashboards.
• Analyze sales trends and identify process improvement opportunities.
• Monitor key performance indicators (KPIs) and provide insights to sales leadership.
• Ensure data accuracy across all sales systems.

Required Qualifications:

• Associate's or Bachelor's degree in Business, Marketing, Communications, or related field preferred.
• 2+ years of experience in sales support, sales operations, customer service, or administrative support.
• Experience working in a technology, software, cloud, telecommunications, or managed services environment preferred.
• Proficiency with Microsoft Office Suite, especially Excel, PowerPoint, and Outlook.
• Experience with CRM platforms such as Salesforce, Microsoft Dynamics, or HubSpot.
• Strong organizational and multitasking skills.
• Excellent verbal and written communication abilities.

Preferred Qualifications:

• Experience supporting enterprise technology or software sales teams.
• Knowledge of cloud solutions, managed services, cybersecurity, Microsoft technologies, or SaaS platforms.
• Familiarity with CPQ (Configure, Price, Quote) tools.
• Experience with sales reporting and business intelligence tools.

Core Competencies:

• Exceptional attention to detail
• Customer-first mindset
• Strong problem-solving skills
• Ability to prioritize competing demands
• Team collaboration and communication
• Process-driven and analytical thinker
• Adaptability in a rapidly evolving technology environment

Success Metrics:

• CRM data accuracy and completeness
• Quote and proposal turnaround times
• Customer response and resolution times
• Sales team satisfaction
• Order processing accuracy
• Pipeline and reporting integrity

Benefits

• Competitive Compensation: Attractive salary and commission structure.
• Flexible Work Environment: Opportunities for remote work and flexible scheduling.
• Health & Wellness: Comprehensive medical, vision, and dental insurance.
• Retirement Plan: 401(k) plan with profit sharing.
• Professional Growth: Opportunities for professional development and career advancement.
• Inclusive Culture: An inclusive and diverse workplace culture that values and supports all employees.

Seniority Level

Entry - Intermediate Level

Job function

Sales, Operations, Account Management

Employment type

Hybrid, Full Time

Industries

Information Technology and Services, Computer Networking, Information Services, Telecommunications