Administrative Sales Support Specialist

Position Overview

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

This position will utilize business applications including Microsoft Outlook, Salesforce, word processing, and spreadsheets to prepare and send client correspondence, request and organize reports, maintain CRM activity, and support sales submission processes.

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 needed to support departmental operations.

• Prepare and distribute correspondence and documentation, including:

  • Emails

  • Reports

  • Client information

  • Other confidential documentation

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

• Assist with the preparation and completion of sales-related submissions.

CRM & Workflow Management

• Enter and maintain accurate sales activity within the Salesforce CRM.

• Maintain and monitor the sales submission workflow.

• Ensure 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

  • Sales leadership/DSMs

• Prepare and send correspondence to clients and referral accounts.

• Follow up on outstanding information and documentation as needed.

• Support the sales team in meeting submission and sales deadlines.

Required Qualifications

• Minimum of 1–2 years of administrative experience.

• Experience supporting a sales team or working within the financial services or Human Capital Management (HCM) industry is preferred.

• Experience with Salesforce or another CRM platform.

• Proficiency with business 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 manage multiple priorities and meet deadlines.

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