Sales Support Specialist – Hybrid, CRM & Proposals

KBKG LLC; Pasadena (CA); Hybrid; USD 45.000 - 65.000; Vollzeit

Zusammenfassung

KBKG LLC is seeking a Sales Support Associate to help the sales team with proposals, engagement letters, and CRM management. You will gather data from clients and stakeholders, schedule client calls, and support the sales process to ensure timely delivery of materials.

The role collaborates with Partners and Directors, requires strong communication, organization, and multitasking in a hybrid office setting (3 days in-office). Previous experience with tax incentives or CPA firms is a plus.

Qualifikationen

• Bachelor's degree in marketing, business administration, communications, or related field.
• Proficiency with CRM systems (Salesforce) and MS Office suite.
• Strong written and verbal communication; multitasking in a fast-paced environment.

Aufgaben

• Support the Sales Team, Partners and Directors with proposals, engagement letters, and CRM management.
• Collect data from clients or Account Directors to prepare proposals timely and accurately.
• Coordinate with internal teams to ensure delivery of proposals and engagement letters.

Kenntnisse

MS Office

Attention to detail

Communication

Team player

Proactive

Ausbildung

Bachelor's degree

Tools

Salesforce

Jobbeschreibung

KBKG LLC is seeking a Sales Support Associate to help the sales team with proposals, engagement letters, and CRM management. You will gather data from clients and stakeholders, schedule client calls, and support the sales process to ensure timely delivery of materials.

The role collaborates with Partners and Directors, requires strong communication, organization, and multitasking in a hybrid office setting (3 days in-office). Previous experience with tax incentives or CPA firms is a plus.