The Sales Support Specialist provides essential administrative and operational assistance to sales and account management teams, helping to drive client retention, growth, and service excellence. This role is central to managing key client lifecycle stages, including onboarding, renewals, and open enrollment, while ensuring alignment across internal departments to meet client needs efficiently.
Key Responsibilities
- Deliver ongoing support for client servicing, account administration, and coordination with brokers, consultants, and internal stakeholders
- Assist with prospect qualification, quoting, and the preparation of sales-related documentation
- Facilitate the onboarding and implementation of new clients, ensuring timelines and administrative requirements are met or exceeded
- Manage client changes, renewal processes, and open enrollment activities with accuracy and attention to detail
- Collaborate with account managers and sales teams to support client development initiatives and strategic projects
- Act as a liaison between clients and internal departments to communicate requirements and resolve issues promptly
- Maintain up-to-date, accurate client and prospect records in the sales automation system
- Ensure client plan designs are supported with correct and current information across systems
- Prepare materials and deliver open enrollment presentations for clients and their members as needed
- Identify challenges in client processes and recommend approved solutions or escalate appropriately
- Stay current with product offerings, service updates, and internal procedures to provide informed support
- Support data management tasks including file creation, formula development, and merging datasets using MS Office tools
Qualifications
- Minimum of two years of experience in customer or client service roles
- Proven ability to build relationships, manage multiple priorities, and resolve diverse client issues
- Strong organizational skills with the capacity to handle high volumes of requests from various sources
- Proficiency in MS Office, word processing, and spreadsheet applications, including data manipulation
- Familiarity with sales automation systems and a willingness to learn internal platforms quickly
- Excellent written and verbal communication skills
- Adaptability in a fast-paced, agile work environment
- Understanding of business goals and the ability to align support activities accordingly
Technical Environment
MS Office suite, word processing and spreadsheet applications, sales automation platform
