Sales Support Associate - Atlanta, GA

KBKG LLC•Atlanta, KS

1h•$60,000 - $65,000•Hybrid

About The Position

KBKG LLC is a specialty tax provider that helps CPA firms identify tax incentives for 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, gathering client and stakeholder information for proposals and engagement letters, scheduling and joining client calls, and helping keep the sales process moving in a timely manner. Managers support the role by setting career development goals.

Requirements

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 organizational and communication skills.
Ability to build rapport.
Proactive approach and willingness to take initiative.
Bachelor’s degree in marketing, Business Administration, Communications, or a related field.

Nice To Haves

A 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 accurate and timely delivery of proposals and engagement letters.
Create and maintain accurate accounts, opportunities, and tasks in Salesforce to track interested clients and ensure their needs are addressed by account owners.
Track sales status using Salesforce.com.
Assist with the regional sales pipeline and help ensure the sales process is moving forward.
Support ongoing communication among clients, alliance partners, and referral sources.
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.