Technical Support Specialist

Optimize Search Group; McKinney (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Optimize Search Group in McKinney, TX is looking for a highly organized Sales Administrative and Technical Assistant to support a growing sales team. This role goes beyond traditional admin work, handling opportunities, CRM data, proposals, and coordination to keep deals moving forward.

You should be tech-savvy, proactive, able to learn new systems quickly, and comfortable with Excel, CRM, and reporting tools.

Qualifications

• 2+ years of experience in sales support, administration, or a related field.
• Strong Microsoft Office and Excel skills.
• Experience with CRM systems is a plus.
• Bilingual English/Spanish is a plus.
• Ability to work onsite in the Dallas area.

Responsibilities

• Monitor and respond to new sales opportunities.
• Gather customer and project information.
• Maintain accurate information in CRM and other systems.
• Coordinate proposals, pricing, documentation, and customer requirements.
• Schedule meetings and site visits as needed.
• Track open opportunities, deadlines, and follow-up items.
• Communicate with customers and internal team members.
• Follow up on proposals and outstanding information.
• Help coordinate the transition of new business to operations.
• Identify problems, missing information, and process delays.
• Help improve sales processes and administrative efficiency.
• Use technology and automation to reduce unnecessary manual work.
• Keep sales information organized and up to date.

Skills

Strong organizational skills

Excellent follow-through

Proactive, self-directed approach

Strong problem-solving skills

Written and verbal communication

Customer and internal team cooperation

Willingness to learn new systems

Technical aptitude

Microsoft Office/Excel skills

Bilingual English/Spanish (a plus)

Education

College degree preferred

Tools

CRM systems

Microsoft 365

Excel

Reporting tools

Workflow automation

SQL

APIs

Python

Job description

Sales Sales Administrative and Technical Assistant

Location: McKinney, TX (fully onsite)

Type: Direct Hire

Position Overview

We are looking for a highly organized, tech-savvy Sales Administrative Assistant to support a growing sales team. This position will help manage sales opportunities, customer information, proposals, follow-up, scheduling, and general sales coordination. The ideal candidate is proactive, comfortable with technology, learns new systems quickly, and takes ownership of tasks without needing constant direction. This is not a traditional administrative role. The person in this position will play an important part in keeping the sales process organized and making sure opportunities continue moving forward.

Key Responsibilities

• Monitor and respond to new sales opportunities.


• Gather customer and project information.


• Maintain accurate information in CRM and other business systems.


• Coordinate proposals, pricing, documentation, and customer requirements.


• Schedule meetings and site visits as needed.


• Track open opportunities, deadlines, and follow-up items.


• Communicate with customers and internal team members.


• Follow up on proposals and outstanding information.


• Help coordinate the transition of new business to operations.


• Identify problems, missing information, and process delays.


• Help improve sales processes and administrative efficiency.


• Use technology and automation to reduce unnecessary manual work.


• Keep sales information organized and up to date.

Technology

• Strong technical aptitude is important for this position.


• Learn new software quickly.


• Have strong Microsoft Office/Excel skills.


• Understand basic data organization and reporting.


• Be comfortable troubleshooting basic system or process issues.


• Be able to research and solve problems independently.


• Have an interest in AI, automation, and improving business processes.

Experience with CRM systems, Microsoft 365, reporting tools, workflow automation, or other business applications is a plus.

Technical experience with tools such as SQL, APIs, Python, or similar technologies is helpful but not required.

What We're Looking For

• Strong organization and attention to detail.


• Excellent follow-through.


• Proactive, self-directed approach.


• Strong problem-solving skills.


• Good written and verbal communication.


• Comfortable working with customers and internal teams.


• Ability to manage multiple priorities and deadlines.


• Strong computer and technology skills.


• Willingness to learn new systems and processes.

Qualifications

• 2+ years of experience in sales support, administration, customer service, operations, or a related field.


• Strong Microsoft Office and Excel skills.


• CRM experience preferred.


• Strong communication and organizational skills.


• Ability to work onsite in the Dallas area.


• Bilingual English/Spanish is a plus.


• College degree is preferred but not required.

Candidates with backgrounds in business, technology, operations, analytics, information systems, or related fields are encouraged to apply.