Sales Support Specialist - Fintech/Healthcare

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Requirements:

• 2+ years of sales, customer success, or account management experience.
• Results driven, detail-oriented, and dedicated individual with a collaborative approach.
• Basic understanding of enterprise organization operations.
• Ability to advocate for customers with cross-functional stakeholders.
• Strong attention to detail in communications and organizational skills.
• Proficiency in spreadsheets and document creation.
• Ability to prioritize and multi-task.
• Bachelor's Degree or equivalent years of experience required.

Responsibilities:

• Assist with pricing and deal workflows, including preparing pricing and deal structure, order form execution, and quote creation.
• Oversee and maintain CRM records, addressing account data and ownership queries, and ensuring data is up to date.
• Act as an internal liaison for various requests and ensure smooth sales processes.
• Provide customer support on calls with Account Executives and prepare for sales meetings.
• Create and maintain trackers for team-level challenges and follow up on resolutions.