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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales support and customer service, with a strong focus on managing sales information, billing, and reporting. Proficient in coordinating resources and executing administrative tasks to enhance sales team efficiency and client satisfaction.
Highest-signal resume keywords
Sales Support ExperienceCustomer Service ExperienceBachelor's DegreeTechnical ProficienciesCRM Tool Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales AdministrationRevenue TrackingContract ManagementClient ReportingForecast GenerationData AnalysisBilling ManagementSales Lead MonitoringProgram ImplementationIssue Resolution
Soft Skills
Intellectual CuriosityResults-DrivenSense of UrgencyIntegrityInitiative
Tools & Technologies
CRM ToolsSales Reporting ToolsClient Dashboards
Industry Keywords
Risk ManagementData AnalysisCredit IndustryVertical Market Experience
About the role
Key responsibilities & impact- Provide point support to the Account Team from pre-sales through post-sales deployment
- Manage sales information, contracting, account set-up, onboarding, billing, and reporting
- Maximize Sales resources’ selling time by taking on back-office tasks
- Coordinate internal resources to streamline contract-to-boarding processes
- Support billing and general customer service issue resolution
- Respond to inquiries regarding billing, pricing, contracts, reporting, and research
- Perform sales administration tasks, including revenue tracking
- Review and monitor sales leads
- Collaborate with clients to research, implement, and monitor programs supporting applications and business goals
- Conduct research and communicate findings and solutions to support sales representatives in maintaining and expanding strategic client base and revenue
- Maintain tools supporting Sales teams
- Generate client reporting and client dashboards
- Support past-due invoice and customer service issue resolution
- Execute work orders and ensure appropriate filing of contracts with legal
- Coordinate with Customer Success Managers to support customer training
- Guide Sales in entering accurate forecasts in the CRM tool
- Generate forecast and weekly-monthly reports
- Analyze sales performance records and interpret results
- Review quarterly compensation for accurate payout
Requirements
What you’ll need- 2–5 years of sales support and/or customer service experience
- Industry experience in risk, data, credit, or a vertical market
- Bachelor’s degree
- Technical proficiencies
- Tech, software, or platform skills
- Intellectually curious and insights driven
- Delivers results and plays to win
- Drives excellent execution
- Sense of urgency, agility, and grit
- Leads with integrity and personal accountability
- Exceeds customers’ expectations
- Takes initiative to develop yourself and help others grow
- Values diversity of experience and thought
Benefits
Comp & perks- Comprehensive compensation and healthcare packages
- 401k matching
- Paid time off
- Organizational growth potential through the online learning platform with guided career tracks
- Learning and development
- Career advancement opportunities
- Inclusive and diverse work environment
- Employee engagement and recognition
