Sales Support Specialist
ICBD Holdings
full-time
Posted on:
Location Type: Remote
Location: Florida • United States
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About the role
- Maintain accurate and up-to-date Salesforce data across referral accounts, outreach activities, and events, ensuring strong CRM hygiene and reporting visibility
- Ensure consistent documentation of referral partner interactions, outreach efforts, and event activity
- Provide basic Salesforce support, including guidance on data entry, activity tracking, and adherence to established processes and standards
- Assist with onboarding and training of Business Development representatives and Executive Directors on Salesforce usage and expectations
- Support preparation for community outreach, presentations, referral partner meetings, and engagement activities
- Coordinate logistics and materials for events, including lunch-and-learns and other outreach initiatives
- Track and monitor referral partner engagement and event activity across assigned markets
- Assist with onboarding coordination by facilitating system access, distributing materials, and providing guidance on tools and processes
- Coordinate ordering and distribution of marketing and outreach materials to support field teams
- Respond to field requests and provide administrative support to enhance execution across service areas
- Support tracking and reporting of outreach metrics, event performance, and CRM activity audits
- Assist with data cleanup, reporting preparation, and overall sales operations support
Requirements
- High School diploma, Bachelors Degree preferred
- Maintain accurate and up-to-date Salesforce data across referral accounts, outreach activities, and events, ensuring strong CRM hygiene and reporting visibility
- Ensure consistent documentation of referral partner interactions, outreach efforts, and event activity
- Provide basic Salesforce support, including guidance on data entry, activity tracking, and adherence to established processes and standards
- Assist with onboarding and training of Business Development representatives and Executive Directors on Salesforce usage and expectations
- Support preparation for community outreach, presentations, referral partner meetings, and engagement activities
- Coordinate logistics and materials for events, including lunch-and-learns and other outreach initiatives
- Track and monitor referral partner engagement and event activity across assigned markets
- Assist with onboarding coordination by facilitating system access, distributing materials, and providing guidance on tools and processes
- Coordinate ordering and distribution of marketing and outreach materials to support field teams
- Demonstrated ability to manage multiple workstreams, timelines, and cross-functional stakeholders in a fast-paced environment.
- Strong facilitation and communication skills, with the ability to translate complex concepts into practical, field-ready tools.
- Must maintain clean background and drug screenings.
Benefits
- 21 paid days off (15 days of PTO, which increases with tenure, plus 6 holidays).
- Flexible Spending Account (FSA) and Health Savings Account (HSA) options.
- Medical, dental, vision, long-term disability, and life insurance.
- Generous 401(k) with up to 6% employer match.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Salesforcedata entryactivity trackingdata cleanupreporting preparationCRM hygieneoutreach metrics trackingevent performance reportingsales operations support
Soft Skills
communication skillsfacilitation skillsability to manage multiple workstreamsability to translate complex conceptsorganizational skills
Certifications
High School diplomaBachelor's Degree