Lindon, UT, USA
5 days ago
Sales Support Specialist
Kforce has a client in Lindon, UT that is seeking a Sales Support Specialist. Responsibilities: * 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 * Partner with Relationship Managers and Sales Reps (ISCs), stay updated on new product launches, CRM updates, and suggest sales process improvements * Primary focus is to support the sales team and enhance the onboarding experience * 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 * Other tasks as assigned by management
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