Sales Support & Administration Coordinator

Surge Staffing•Marietta, GA

32d

About The Position

We are seeking a highly motivated, team-oriented professional to support our sales, marketing, and executive operations. This role is ideal for someone with high energy, exceptional professionalism, strong organizational skills, and a passion for managing diverse responsibilities. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, collaborative environment. Experience in sales coordination, marketing support, and CRM management is essential. A working knowledge of nonqualified deferred compensation plans or retirement plan sales is a strong advantage.

Requirements

Bachelor’s degree or equivalent experience in Sales, Marketing, or a related field
3–5 years of experience in sales or sales support within HR, investment/finance, and/or consulting industries
Exceptional written and verbal communication skills
Strong project management capabilities, including deadline management
High attention to detail with excellent time management and prioritization skills
Ability to work independently and collaboratively within a team environment
Microsoft Office 365 (Advanced–Expert Level)
PowerPoint: Expert level required
Word, Excel, OneNote: Advanced level
OneDrive, Teams
Bookings or other calendaring systems integrated with Outlook
CRM & Sales Technology
Lead and deal management
Alliance and strategic partner reporting
Email campaigns or CRM-integrated email services
Marketing automation within CRM platforms
Highly professional demeanor
Proactive, solution-oriented mindset
Strong organizational and multitasking abilities
Commitment to accuracy, follow-through, and accountability
Appreciation for diverse responsibilities and collaborative teamwork

Nice To Haves

A working knowledge of nonqualified deferred compensation plans or retirement plan sales is a strong advantage.

Responsibilities

Arrange staff meetings and schedule appointments
Maintain and manage the office and executive calendars
Book and coordinate travel arrangements
Draft memos, correspondence, invoices, receipts, spreadsheets, and reports as needed
Maintain organized office databases and filing systems
Purchase office supplies and coordinate with vendors
Coordinate meetings, calls, webcasts, and speaking engagements
Take initiative to facilitate administrative and operational tasks
Manage sales deadlines and reminders for follow-up
Manage and maintain CRM-related processes, documentation, tasks, and deliverables for the CEO, consultants, and partners
Provide proactive follow-up on sales opportunities and client/prospect communications
Participate in sales meetings as requested; take notes, create action items, and coordinate follow-ups
Strategize with the CEO to identify research subjects and sales goals
Correspond with prospects to gather background information, goals, and expectations
Brief the CEO and consultants on prospect background and presentation materials prior to meetings
Conduct research and collect prospect and third-party data
Draft and edit PowerPoint presentations incorporating research and company information
Ensure presentations are completed accurately and delivered on time
Draft customized proposals outlining objectives, audience, research findings, recommendations, scope of work, budget, and timelines
Revise proposals based on internal and prospect feedback
Develop proposal presentations when required
Track proposal status, conduct follow-ups, and ensure timely delivery
Maintain and manage the company sales pipeline
Track new business outreach, meetings, proposals, presentations, and targets
Integrate notes, action items, and follow-ups from client meetings into the CRM
Manage sales deadlines and coordinate follow-up activities with the CEO and consultants
Email inbox management
Project management assistance
Market and prospect research for sales and proposal development