Senior Client Support Specialist, Tax Solutions
S&P Global
Sales Support Specialist
ERMCO-ECI
full-time
Posted on:
Location Type: Hybrid
Location: Florida, Illinois, Kansas, New York, North Carolina, South Dakota, Tennessee, Texas, Wisconsin, Wyoming • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Partner with Strategic Account Managers (SAMs) to prepare, organize, and deliver customer-facing materials including proposals, QBRs, and sales presentations.
- Attend Quarterly Business Review (QBR) meetings: take notes, prepare summaries, and provide follow-up support.
- Take ownership of the QBR process —tracking deliverables, ensuring alignment with process requirements, and creating polished slide decks.
- Act as the point of contact for the sales team, directing inquiries to the right resources and providing guidance on tool usage.
- Generate and maintain accurate sales reports, performance metrics, and customer insights using Excel (pivot tables, VLOOKUP, formulas), Power BI, and other advanced tools.
- Support ad hoc reporting and messaging requests from leadership.
- Leverage Microsoft Co-Pilot and AI tools to optimize reporting, tracking, and data visualization.
- Translate marketing and sales messaging into clear, compelling visuals for presentations and customer communications.
- Create and update decks, infographics, and other design assets using Microsoft PowerPoint (Canva experience is a plus).
- Collaborate cross-functionally to gather company insights that strengthen customer-facing content.
- Innovate ways to streamline workflows and keep sales processes aligned with organizational goals.
- Support go-to-market strategies through effective messaging, tracking, and communication.
- Maintain sales support materials such as brochures, training tools, and reference decks, updating them regularly based on customer and market insights.
- Use Microsoft PowerPoint and Power BI tools to enhance customer-facing presentations and dashboards.
- Contribute to initiatives aimed at improving customer engagement and satisfaction.
- Partner cross-functionally to ensure presentations reflect the latest company capabilities and value propositions.
- Support planning and execution of sales initiatives, strategic meetings, and key customer events.
- Provide high-level administrative and organizational support to the Sales Enablement Manager and sales leadership.
- Travel quarterly to support sales events, meetings, or customer engagements.
Requirements
- Bachelor’s degree in Business, Marketing, Communications, or a related field—or equivalent experience.
- 2+ years in a sales support, marketing, or administrative role (experience in technical/manufacturing industries preferred).
- Strong proficiency in Microsoft Excel (pivot tables, VLOOKUP, formulas), PowerPoint, and familiarity with Power BI.
- Experience using AI and Microsoft Co-Pilot tools for efficiency and productivity.
- Strong design skills with the ability to translate complex content into professional, visual presentations using (Canva experience a plus).
- Excellent communication skills—able to summarize, simplify, and present information clearly.
- Highly organized and detail-oriented, with the ability to manage multiple tasks and competing priorities.
- Proactive, adaptable, and resourceful with a “work smarter, not harder” mindset.
- Collaborative team player with the confidence to serve as a central resource for the sales team.
- Willingness to travel quarterly to support sales initiatives.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Microsoft Excelpivot tablesVLOOKUPformulasPower BIMicrosoft PowerPointCanvaAI toolsdata visualizationsales reporting
Soft skills
communication skillsorganizational skillsdetail-orientedproactiveadaptableresourcefulcollaborativeteam playerability to manage multiple tasksability to summarize information
Certifications
Bachelor’s degree in BusinessBachelor’s degree in MarketingBachelor’s degree in Communications
