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Sales Support Specialist

Posted 2 days agoViewed

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💎 Seniority level: Entry, minimum of three years

💸 Salary: 19.24 - 24.04 USD per hour

🔍 Industry: Retirement benefits

🏢 Company: Human Interest👥 501-1000💰 $161,000,000 Private almost 2 years agoWealth ManagementRetirementFinanceInsurTechEmployee BenefitsInsuranceFinTech

🗣️ Languages: English

⏳ Experience: Minimum of three years

Requirements:
  • Bachelor's degree or a minimum of three years of experience in inside sales, customer service, or a billing specialist role.
  • Proven work experience as a Sales Support Specialist or in a customer-facing role.
  • Strong organizational, time management, and administrative skills with the ability to manage multiple priorities and deadlines.
  • Excellent listening, interpersonal, and communication skills.
  • Experience in a fast-paced, high-growth software company.
  • Proficient in Google Docs, Sheets, Salesforce, Zoom, and other software programs.
  • Self-starter with the ability to execute detailed action plans.
Responsibilities:
  • Upselling customers on Essentials to Complete or Concierge.
  • Sending and following up on DocuSign agreements after a deal is closed-won by calling and emailing customers.
  • Monitoring systems (Hubspot, Salesforce, etc.) and pulling reports to generate DocuSign requests.
  • Working on other projects like payroll migration, data-sharing agreements, and tracking customer elections.
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