Scale Customer Engagement of Sales Team
Maximize Sales resources’ selling time by taking on back-office tasks
Connect with and coordinate internal resources to streamline contract-to-boarding processes
Support issue resolution around billing and general customer service
Assist with inquiries regarding billing, pricing, contracts, reporting and research
Perform Sales administrative tasks (revenue tracking, etc.)
Review and monitor sales leads
Proactively collaborate with clients to research, implement, and monitor programs that support applications and business goals to ensure a positive relationship.
Conduct research to communicate findings/solutions to assist sales representatives with maintaining and expanding strategic client base and revenue.
Maintain tools to support the Sales teams
Generate Client reporting and Client dashboards
Support efforts to address past due invoices and customer service issues, execute work orders, and ensuring appropriate filing of contracts with legal
Coordinate with Customer Success Managers to support Customer training
Guide Sales in entering accurate forecasts in CRM tool, generate reports for forecast and weekly-monthly reports
Analyze sales performance records, interpret results
Review quarterly compensation for accurate payout

Requirements

Minimum of 2–5 years of experience in sales support or customer service, with a strong preference for candidates from the mortgage industry or related financial sectors (Risk, Credit, Data).
Bachelor’s degree or equivalent professional experience
Highly "tech-savvy" with the ability to navigate Salesforce and Tableau dashboards; must be proficient in Excel for manipulating, pulling, and presenting data to customers.

Benefits

comprehensive compensation and healthcare packages
401k matching
paid time off
organizational growth potential through our online learning platform with guided career tracks

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

sales supportcustomer servicedata analysisrevenue trackingforecastingreport generationcontract managementissue resolutionbilling inquiriesprogram implementation

Soft Skills

collaborationcommunicationproblem-solvingorganizational skillsclient relationship managementproactive approachattention to detailtime managementadaptabilitycustomer focus

Certifications

Bachelor's degree