Sales Support Specialist

Location: North Canton, OH
Work Arrangement: Hybrid – 2–3 Days Onsite Per Week
Department: Sales / Sales Operations

Position Overview

We are seeking a highly organized, detail-oriented, and customer-focused Sales Support Specialist to support revenue generation through accurate product and service order entry, sales documentation, account reconciliation, invoice research, reporting, and task management.

This position will work closely with the Inside Sales and Renewal Sales teams to support customer accounts throughout the sales and renewal cycle, ensuring timely processing of service renewals, accurate documentation, and effective customer communication.

The Sales Support Specialist will be assigned to a specific territory and interact with internal leadership, sales representatives, business partners, and small to mid-sized financial institutions throughout the United States and Canada.

The ideal candidate will have experience in sales support, customer service, order processing, data entry, and CRM systems, along with strong organizational, communication, and problem-solving skills.

Key Responsibilities

Sales Support & Revenue Operations

• Support Inside Sales and Renewal Sales teams in achieving and exceeding annual sales quotas.

• Accurately process product and service orders, renewals, and related documentation.

• Prioritize weekly and monthly product and service renewal activities to support quarterly revenue and cash flow targets.

• Assist with account reconciliations, invoice research, reporting, and sales-related administrative tasks.

• Track and manage multiple sales support activities throughout the selling cycle.

• Collaborate with sales representatives to prepare and maintain accurate working documents.

• Ensure timely completion of product and service-related tasks.

Customer Renewals & Account Management

• Support customer service renewal activities and ensure renewals are processed accurately and on time.

• Respond promptly to customer emails and inquiries regarding service renewals.

• Prepare and distribute customer proposals, supporting documentation, and product brochures.

• Create and maintain detailed customer equipment lists identifying equipment currently under contract.

• Update customer equipment records based on customer feedback and account changes.

• Submit customer changes and renewal requests to the Global Business Services team.

• Monitor renewal requests through completion, ensuring accuracy and timely processing.

• Maintain accurate customer account information and renewal documentation.

Salesforce & CRM Management

• Utilize Salesforce to document, track, report, and forecast current and future renewal opportunities.

• Maintain accurate customer records, sales activities, and renewal information within CRM systems.

• Track customer interactions, outstanding tasks, and follow-up activities.

• Generate reports to support sales performance, account management, and renewal forecasting.

• Ensure data accuracy and completeness across sales systems and documentation.

Customer Service & Cross-Functional Collaboration

• Provide professional and responsive customer support through email, telephone, and virtual meetings.

• Work closely with sales teams, business partners, and internal departments to resolve customer inquiries.

• Build and maintain positive working relationships with internal and external stakeholders.

• Stay informed about renewal processes, marketing campaigns, product updates, and technology changes.

• Support customer account management activities and ensure a positive customer experience.

Sales & Marketing Campaign Support

• Assist with executing sales and marketing campaigns targeting existing customers.

• Make outbound customer calls to support marketing initiatives and generate leads for sales teams.

• Follow up with customers regarding renewal opportunities, product offerings, and service-related inquiries.

• Support additional sales and marketing initiatives as assigned.

Required Qualifications

Education & Experience

• Bachelor's degree preferred.

• 2+ years of experience in sales support, data entry, customer service, or a related field.

• Experience working in a fast-paced sales support, inside sales, or customer service environment.

• Experience managing multiple tasks, maintaining accurate records, and meeting deadlines.

• Strong customer service background with experience communicating professionally with customers.

Technical Skills

• Proficiency in Microsoft Office applications, particularly:

  • Microsoft Excel

  • Microsoft Outlook

• Experience with data entry, reporting, and maintaining accurate customer records.

• Strong mathematical skills, particularly in accounting or financial calculations.

• Ability to research invoices, reconcile account information, and maintain detailed documentation.

• Comfort using business applications, sales systems, and technology platforms.

• Ability to quickly learn new software applications and internal systems.

Professional Skills

• Excellent verbal and written communication skills.

• Professional demeanor when communicating with customers by telephone or video.

• Strong organizational skills and attention to detail.

• Ability to prioritize competing responsibilities and manage a high volume of tasks.

• Excellent time management and independent follow-through.

• Strong problem-solving and analytical skills.

• Customer-focused mindset with a commitment to exceptional service.

• Ability to work effectively both independently and as part of a team.

• Flexibility and adaptability in a fast-paced environment.

• Positive attitude, strong work ethic, and results-oriented approach.

• Ability to maintain accuracy while managing multiple priorities in a business-critical environment.

Preferred Qualifications

• Bachelor's degree in Business Administration, Marketing, Finance, or a related field.

• Experience with Salesforce.com or other Customer Relationship Management (CRM) systems.

• Previous experience supporting inside sales, account management, or customer renewals.

• Experience with product and service order processing.

• Experience preparing customer proposals, quotations, and sales documentation.

• Background in account reconciliation, invoice research, or financial administration.

• Experience supporting sales or marketing campaigns.

• Experience working with financial institutions or business-to-business (B2B) customers.

Key Competencies

• Sales Support: Ability to support sales representatives with order processing, documentation, reporting, and renewal activities.

• Customer Service: Strong commitment to delivering responsive, professional, and accurate customer support.

• Organization & Prioritization: Ability to manage high-volume workloads, competing deadlines, and multiple customer accounts.

• Attention to Detail: Maintains accuracy in data entry, customer records, proposals, invoices, and renewal documentation.

• Communication: Effectively communicates with customers, sales representatives, and internal business partners.

• Technical Proficiency: Comfortable working with Salesforce, Microsoft Excel, Outlook, and other business applications.

• Teamwork & Collaboration: Works effectively across departments to support customer needs and business objectives.

• Adaptability: Learns new systems quickly and adjusts to changing priorities and business requirements.