Sales Support Associate - Pasadena, CA

KBKG Career•Pasadena, CA

6d•Hybrid

About The Position

The Sales Support Associate is a key member of KBKG’s sales team, providing administrative, logistical, and customer support to help the team achieve its goals. The role includes managing activities in the CRM, gathering information from clients or stakeholders to prepare proposals and engagement letters, scheduling and joining client calls, and helping ensure the sales process proceeds in a timely manner. Managers support the role by setting career development goals to encourage growth. KBKG LLC is a specialty tax provider that helps CPA firms identify tax incentives for their clients. The company partners technology with employees to support innovation and growth. The position is hybrid, with three days a week in the office.

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 organizational and verbal and written 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 information 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 promptly.
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.
Assist with the regional sales pipeline and help ensure the sales process moves forward.
Help the sales and management teams maintain ongoing communication with clients, alliance partners, and referral sources.
Coordinate calls or meetings with account owners to transfer qualified opportunities or interested parties.
Promote client satisfaction with KBKG and share important industry developments with clients.
Achieve or exceed individual sales support goals.