销售支持专员
Sales Support Specialist
LearnTastic 正在寻找一位有条理、积极主动且注重细节的销售支持专员,以支持我们的销售团队管理线索、客户账户、销售运营和行政事务。理想的候选人将确保销售流程高效运行,同时保持高标准的客户服务、数据准确性和收入支持。
销售支持专员将与销售代表、客户经理和内部团队紧密合作,协调客户需求,跟踪销售活动,支持交叉销售机会,准备报告,处理订单,并为销售团队的整体表现做出贡献。此职位还需要具备支持和协调团队活动的能力,保持良好的跟进实践,并帮助推动一致的客户和销售体验。
职责
- 为销售团队提供日常行政和运营支持。
- 通过电子邮件、电话和其他沟通渠道及时专业地回应客户咨询。
- 安排客户会议、销售预约、演示和会议。
- 跟踪并维护销售线索、机会、客户账户和销售活动。
- 与销售代表协调线索分配和跟进活动。
- 协助销售代表和客户经理识别客户需求以及相关的交叉销售和增值服务机会。
- 对现有客户就适当的产品、服务、升级或解决方案进行跟进。
- 编制每日和定期销售报告、绩效指标和销售数据。
- 监控销售绩效指标并协助识别趋势、差距和机会。
- 协助客户经理和销售代表进行客户跟进、报价、提案、交叉销售机会和销售文档。
- 准确并在规定时间内创建和处理客户订单。
- 协调加急订单并跟进待处理订单和客户请求。
- 维护准确且最新的客户账户信息。
- 协助客户处理与订单、账户和一般服务相关的咨询。
- 与内部团队协调解决客户问题并确保及时解决。
- 准确录入销售数据、客户信息、指标和其他业务数据。
- 保持销售记录、文件、报告的有序和易访问性
查看英文原文
LearnTastic is looking for an organized, proactive, and detail-oriented Sales Support Specialist to support our Sales team in managing leads, customer accounts, sales operations, and administrative activities. The ideal candidate will help ensure that sales processes run efficiently while maintaining a high standard of customer service, data accuracy, and revenue support.
The Sales Support Specialist will work closely with sales representatives, account managers, and internal teams to coordinate customer requests, track sales activities, support upselling opportunities, prepare reports, process orders, and contribute to the overall performance of the Sales team. This role also requires the ability to support and coordinate team activities, maintain strong follow-up practices, and help drive a consistent customer and sales experience.
Responsibilities
- Provide day-to-day administrative and operational support to the Sales team.
- Respond to customer inquiries through email, phone, and other communication channels in a timely and professional manner.
- Schedule customer meetings, sales appointments, demonstrations, and conferences.
- Track and maintain sales leads, opportunities, customer accounts, and sales activities.
- Coordinate lead distribution and follow-up activities with sales representatives.
- Support sales representatives and account managers in identifying customer needs and relevant upselling and cross-selling opportunities.
- Follow up with existing customers regarding additional products, services, upgrades, or solutions where appropriate.
- Compile daily and periodic sales reports, performance metrics, and sales data.
- Monitor sales performance indicators and assist in identifying trends, gaps, and opportunities.
- Support account managers and sales representatives with customer follow-ups, quotations, proposals, upselling opportunities, and sales documentation.
- Create and process customer orders accurately and within required timelines.
- Coordinate rush orders and follow up on pending orders and customer requests.
- Maintain accurate and up-to-date customer account information.
- Assist customers with order-related, account-related, and general service inquiries.
- Coordinate with internal teams to resolve customer issues and ensure timely solutions.
- Perform accurate data entry for sales figures, customer information, metrics, and other business data.
- Maintain organized and accessible sales records, files, reports, and documentation.
- Assist with analyzing sales trends and preparing information to support sales strategies and revenue growth.
- Prepare presentations, reports, spreadsheets, and other sales-related materials as required.
- Support sales leadership and management with scheduling, reporting, documentation, team coordination, and administrative tasks.
- Provide day-to-day coordination and support to sales team members, helping ensure priorities, follow-ups, and customer activities are completed on time.
- Coordinate with Customer Support, Finance, Marketing, and other internal teams to ensure a smooth customer experience and efficient sales process.
- Identify and report unusual activity, data discrepancies, or customer concerns to the appropriate supervisor.
- Maintain confidentiality when handling customer, employee, and company information.
- Perform other sales support, team coordination, and administrative duties as assigned.
Requirements
- High School Diploma or equivalent.
- Associate's or Bachelor's degree in Business Administration, Marketing, Sales, Communications, or related fields is preferred.
- Previous experience in sales support, sales administration, customer service, office administration, account management, or a related role.
- Proven experience with upselling and/or cross-selling is required.
- At least 3 years of leadership and team management experience, including coordinating, coaching, supporting, or supervising team members.
- Fluent in both English and Spanish — required. Strong written and verbal communication skills in both languages are essential.
- Strong organizational and time-management skills.
- Excellent customer service and interpersonal skills.
- Excellent attention to detail and accuracy.
- Strong analytical and problem-solving skills.
- Ability to manage multiple tasks, customer requests, and priorities in a fast-paced environment.
- Proficiency in Microsoft Office or Google Workspace, particularly spreadsheets and presentations.
- Strong computer literacy and data-entry skills.
- Familiarity with CRM, sales tracking, or customer management systems.
- Ability to independently manage responsibilities while collaborating effectively with sales representatives, account managers, and cross-functional teams.
- Understanding of basic sales processes, customer service practices, lead management, and account management.
- Ability to recognize customer needs and confidently support sales conversations and revenue-generating opportunities.
- Ability to quickly adapt to changing priorities and business requirements.
- Strong follow-through and ownership of assigned tasks, customer requests, and sales activities.
Preferred Qualifications
- Experience working in a high-volume sales, customer service, or administrative environment.
- Experience leading, coaching, or managing a sales or customer-facing team.
- Experience using CRM or sales management platforms.
- Experience preparing sales reports and tracking key performance indicators (KPIs).
- Experience with lead management, order processing, customer account management, and sales follow-up.
- Experience meeting or supporting individual and team sales targets.
- Experience in an online education, SaaS, technology, or professional services environment is a plus.
- Experience working with bilingual or international customers is a plus.
Location
Remote
Originally posted on Himalayas