Transition Strategies, LLC

Sales Support Specialist

Transition Strategies, LLC

full-time

Posted on:

Location Type: Remote

Location: Virginia • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $25 - $33 per hour

About the role

  • Collaborate with the sales team to prepare presentations, proposals, and RFP/bid packages.
  • Collect, enter, and maintain accurate sales tracking information within the Company’s CRM system (Salesforce), for accounts, contacts, opportunities, quotes, proposals and contract agreements.
  • Prepare contracts and service agreements with a high degree of accuracy, ensuring the correct configuration of terms, pricing, and client information.
  • Use DocuSign to create, send, and manage custom agreements, including advanced tagging, routing, and workflow sequencing.
  • Track all contracts throughout the full lifecycle and ensure timely distribution of fully executed versions to all relevant stakeholders, both internal and external.
  • Support meeting scheduling, agendas, and material preparation as needed.
  • Ensure seamless handoff to the onboarding team and close all opportunities in Salesforce.
  • Prepare weekly, monthly, quarterly, and annual pipeline reporting for leadership.
  • Track and organize service agreement addendum requests.
  • Prepare addendums for internal review and ensure accuracy of contract terms.
  • Facilitate DocuSign routing and manage signature workflows from start to finish.
  • Track addendum execution status in Salesforce CRM, and ensure timely delivery to stakeholders.
  • Maintain consistent and accurate documentation across Salesforce, shared drives, and contract repositories.
  • Provide periodic reporting and transparency into pipeline movement and documentation completion.
  • Support revenue-growth initiatives with efficient follow-through and documentation management.

Requirements

  • Bachelor’s degree in a related field or equivalent preferred.
  • Minimum 3 years’ experience in sales support, administrative, paralegal, or contract-heavy roles.
  • Prior experience with Salesforce CRM, DocuSign, and contract lifecycle processes is strongly preferred.
  • Experience preparing proposals and RFP responses is a plus.
  • Background in financial services, retirement services, or a similar industry is highly valued.
Benefits
  • Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
  • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
  • 401(k) with company match + HSA with contribution
  • Generous PTO for parental leave, vacation and holiday time
  • Support for certifications, association dues, and professional growth
  • Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference
Applicant Tracking System Keywords

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

Hard Skills & Tools
sales trackingcontract preparationproposal preparationRFP responsedocumentation managementpipeline reportingaddendum preparationworkflow sequencingaccuracy in contract termscontract lifecycle processes
Soft Skills
collaborationattention to detailorganizational skillscommunicationtime managementsupporting revenue growthfacilitationproblem-solvingstakeholder managementmeeting scheduling
Certifications
Bachelor’s degree