Description A Sales Support Specialist is responsible for navigating the application process and assisting in solving customer issues during the onboarding process, providing data and guidance to the sales team to help assist in accelerating the onboarding process, and analyzing Partner and Underwriting Hold trends. They partner with Relationship Managers and Sales Reps (ISCs), stay updated on new product launches, CRM updates, and suggest sales process improvements. Their primary focus is to support the sales team and enhance the onboarding experience. Daily Functions: • Primarily administrative tasks, including data entry and email communication. • Minimal phone interaction, though possible occasionally. • Heavy collaboration with the inside sales team. Responsibilities: • Maintain multiple databases by entering new and updated customer and account information • Obtain and prepare source data for entry by compiling customer and account information • Maintain data entry requirements by following data program techniques and procedures • Verify entered customer and account data by reviewing, correcting, deleting, or reentering data • Resolve account deficiencies by corresponding with customer to obtain additional information • Maintain sales operations by following policies and procedures and reporting needed changes • Maintain customer confidence and protect sales/operations by keeping information confidential • Combine and correct account data from multiple systems when information is incorrect or incomplete • Become application process/customer onboarding subject matter expert for the sales organization • Provide clear, concise, and professional communication with customers via inbound and outbound phone calls as well as email • Consistently provide on-time outbound calls according to established schedule • Demonstrate the ability to provide a good customer experience by taking ownership of your workload and providing updates to your customer(s) throughout the entire onboarding process • Keep a positive attitude and strive to achieve and retain a collaborative environment with internal customers • Other tasks as assigned by management Skills microsoft excel, Administrative support, salesforce crm, docusign, underwriting, google suite Top Skills Details microsoft excel,Administrative support Additional Skills & Qualifications Preferred Industry Experience: • Finance or underwriting experience is a plus. • Familiarity with financial requirements and underwriting processes is beneficial. Qualifications: • High School Diploma or equivalent • 2+ years of proven work experience as a sales support associate and/or data entry specialist • Hands on experience with CRM Systems • Proficiency with Google Suites, DocuSign, and MS Excel • In-depth understanding of sales principals and customer service practices • Excellent communication skills • Analytical and multi-tasking skills • Ability to accurately type 50+ words per minute • Ability to quickly switch your focus • Teamwork and motivational skills Key Tools & Platforms: • Salesforce (experience preferred but training available). • Excel (basic skills: sorting, filtering). • G Suite tools. • DocuSign utility. Top 3 Skill Sets: • Organization: Strong ability to balance multiple tasks and ensure follow-ups to keep workflows moving. • Customer Service Skills: Professional email and phone etiquette with exposure to office environments. • Time Management: Effectively managing and prioritizing tasks. Experience Level Intermediate Level Pay and Benefits The pay range for this position is $29.40 - $29.40/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision• Critical Illness, Accident, and Hospital• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available• Life Insurance (Voluntary Life & AD&D for the employee and dependents)• Short and long-term disability• Health Spending Account (HSA)• Transportation benefits• Employee Assistance Program• Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in Provo,UT. Application Deadline This position is anticipated to close on Feb 18, 2025. About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.