Administrative Sales Support Specialist

Position Overview

We are seeking an organized and detail-oriented Administrative Sales Support Specialist to provide administrative support to high-performing sales representatives and sales leadership.

This position will use business applications including Microsoft Outlook, Salesforce, word processing applications, and spreadsheets to prepare and send correspondence to clients and referral accounts, request and organize reports, document activity within the CRM, and assist with the completion of sales submissions.

The ideal candidate has strong administrative and organizational skills, is comfortable working with confidential information, and can effectively coordinate with clients, referral sources, sales representatives, and leadership while meeting established deadlines.

Key Responsibilities

Administrative & Sales Support

• Provide administrative support to sales representatives and sales leadership at the direction of the department Director.

• Perform general administrative duties as required to support departmental operations.

• Prepare correspondence and documentation containing confidential information, including:

  • Emails

  • Reports

  • Client information

  • Sales-related documentation

• Prepare and send correspondence to clients and referral accounts.

• Request, organize, and maintain reports and other business information.

• Assist with the completion and submission of sales-related documentation.

CRM & Workflow Management

• Log and maintain accurate sales activity within Salesforce CRM.

• Maintain and monitor the sales submission workflow.

• Ensure required information and documentation are completed accurately and within established deadlines.

• Maintain organized records and follow established processes.

Client & Sales Team Coordination

• Coordinate with clients, referral sources, sales representatives, and sales leadership/DSMs.

• Follow up on outstanding information and documentation as needed.

• Support sales representatives with administrative needs throughout the submission process.

• Help ensure established sales deadlines are consistently met.

Required Qualifications

• Minimum of 1–2 years of administrative experience.

• Experience within the financial services or Human Capital Management (HCM) industry is preferred.

• Experience using Salesforce or a similar CRM platform.

• Proficiency with business software applications, including:

  • Microsoft Outlook

  • Word processing applications

  • Spreadsheets

• Strong organizational and time-management skills.

• Strong attention to detail and accuracy.

• Ability to appropriately handle confidential client and business information.

• Effective written and verbal communication skills.

• Ability to coordinate multiple priorities and meet deadlines.

• Must reside within the same time zone as the team being supported.