Sales Support Associate - Chicago, IL

KBKG LLC•Chicago, IL

5h•Hybrid

About The Position

The Sales Support Associate is a key member of the sales team, providing administrative, logistical, and customer support to help the sales team achieve its goals. The role involves managing activities through a CRM, gathering information from clients and stakeholders to prepare proposals and engagement letters, scheduling and joining client calls, and helping ensure the sales process progresses in a timely manner. Senior Consultants and Managers will work with the associate to set career development goals. The position reports to the Sales Enablement Manager and is hybrid.

Requirements

Proficiency in Microsoft Office Suite, such as 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.
Interest in sales.
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

Prepare accurate, timely proposals and engagement letters by collecting required information from clients and account owners and coordinating with internal teams.
Maintain accurate accounts, opportunities, tasks, and activity records in Salesforce to track client interest, sales status, and next steps.
Support regional pipeline progression by monitoring follow-ups, identifying bottlenecks, and coordinating with account owners to address outstanding actions.
Follow up with clients and prospects to obtain missing information, provide updates, and respond to routine inquiries while maintaining the Account Manager or Account Director as the primary relationship owner.
Coordinate calls and meetings to connect qualified prospects with account owners and advance opportunities through the sales process.
Route technical, complex, or strategic questions to the account owner or appropriate internal resource, obtaining required approvals for pricing, scope, technical conclusions, and commitments.
Maintain responsive communication with clients, alliance partners, and referral sources; build rapport and share approved, relevant industry updates to support a positive client experience.
Achieve or exceed individual Sales Support goals.
Provide administrative and logistical support to the Sales Team, Partners, and Directors as needed.