Sales Support Associate - Pasadena, CA
About The Position
KBKG LLC, a specialty tax provider, helps CPA firms identify tax incentives that benefit their clients. The Sales Support Associate is a key member of the sales team, providing administrative, logistical, and customer support to help the team achieve its goals. The role includes managing activities in the CRM, collecting information from clients and stakeholders to prepare proposals and engagement letters, scheduling and joining client calls, and helping keep the sales process moving in a timely manner. Managers support the position by setting career development goals to encourage growth. The role is hybrid, with three days a week in the office.
Requirements
- Bachelor’s degree in marketing, Business Administration, Communications, or a related field.
- Proficiency in Microsoft Office Suite, including Excel, Word, Teams, and Outlook.
- Ability to multitask, prioritize effectively, and work well under pressure.
- Ability to work independently and as part of a team in a fast-paced, rapidly changing environment.
- Attention to detail and good analytical skills.
- Excellent verbal and written communication and organizational skills.
- Ability to build rapport.
- Proactive approach and willingness to take initiative.
Nice To Haves
- Master’s degree or additional certifications.
- Experience with CPA firms and/or B2B sales.
- Experience in sales and/or customer service.
- Experience with tax incentives.
- Experience with Salesforce or a similar CRM.
Responsibilities
- Support the sales team, Partners, and Directors with proposals, engagement letters, and CRM management.
- Collect data from clients or Account Directors to prepare proposals accurately and on time.
- Coordinate with internal teams to ensure proposals and engagement letters are delivered accurately and on time.
- Create and maintain accurate accounts, opportunities, and tasks in Salesforce to track interested clients and ensure account owners address their needs.
- Track sales status using Salesforce.com.
- Assist with the regional sales pipeline and help ensure the sales process continues to move forward.
- Support ongoing communication among clients, alliance partners, referral sources, the sales team, and management.
- Work with account owners to transfer qualified opportunities or interested parties by coordinating calls or meetings.
- Help ensure client satisfaction with KBKG and share important industry developments with clients.
- Achieve or exceed individual sales support goals.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
