Senior Sales Support Representative - Commerce Trust

Commerce Bank•Clayton, MO

10d•Onsite

About The Position

The main purpose of this job is to support sales teams and leadership by coordinating client and prospect activities, managing reporting and CRM processes, and enabling business development efforts. This role also provides administrative, operational, and project support to ensure efficient execution and a high-quality client and team experience.

Requirements

Associate’s degree or equivalent combination of education and experience required
3+ years of experience in sales support, administrative support, or financial services environment required
Experience with Salesforce or similar CRM systems required
General understanding of financial services concepts, including wealth management, client service, and partnership models
Proficiency with CRM systems (e.g., Salesforce/Quest) and reporting tools to track activity and performance
Ability to build and maintain relationships with internal partners to support business objectives and initiatives
High attention to accuracy in managing data, reports, and administrative processes
Ability to support sales initiatives by translating business needs into coordinated actions and deliverables
Strong problem-solving skills and ability to manage sensitive and confidential information
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook

Responsibilities

Support sales teams in achieving business development goals through coordination, reporting, and client/prospect engagement activities
Maintain and leverage CRM systems (e.g., Salesforce/Quest) to track pipeline activity, ensure data integrity, and support sales processes
Generate, analyze, and distribute sales reports, dashboards, and performance metrics to support decision-making and forecasting
Assist with client and prospect meetings by preparing materials, coordinating logistics, and supporting follow-up activities
Identify and support sales opportunities across various channels, including internal partnerships and external relationships
Plan and execute client events, marketing initiatives, and prospect engagement activities aligned to business growth objectives
Build and maintain strong working relationships with internal partners to promote capabilities and enhance sales effectiveness
Provide administrative and operational support, including calendar management, meeting coordination, travel arrangements, and general office functions
Support onboarding and servicing activities, including documentation, account setup, and internal system coordination
Contribute to special projects, process improvements, and other initiatives to enhance team efficiency and client experience
Perform other duties as assigned