Sales Support Specialist - Peoplease

POSITION SUMMARY

Peoplease is a leading Professional Employer Organization providing solutions to small and medium size businesses in the blue and gray-collar industries. We transform and enable our clients and partners to achieve their aspirations by providing world-class service, support and administrative solutions in the areas of payroll, human resources, benefits and risk management. At Peoplease, we are connected as People, creating a culture of inclusion & belonging, where Engagement, Integrity, Tenacity, Curiosity, Happy, and Service obsesses is who we are, who we’ve always been, and continue to be the mindset that guides us to improve every day.

The Company is seeking a qualified Sales Support Specialist to join our team. The purpose of the Sales Department is to drive sales, retain existing customers, and grow the organization. The Sales Support Specialist will provide support to the Sales Department in your assigned region and respond to customer and prospect queries.  This position will interact with a diverse group of external and internal contacts at all levels within the organization.

An ideal candidate will have knowledge of sales, customer service best practices, interpreting sales metrics, and be goal oriented. You will have the ability to manage and execute the coordination of multiple projects within required timeframes and expectations; demonstrated excellence in communication skills; be able to inform both orally and in writing; working knowledge of Microsoft Office products. Demonstrate the ability to perform detail-oriented tasks; interact, coordinate, follow up, and effectively communicate with Sales team members, regional teams, Senior Management, and Third-Party Administrators. Ultimately, you should be able to contribute to creating and maintaining good customer relationships and ensuring smooth sales team operations.

Candidate must be a self-starter with the ability to function as a remote employee in a distributed work team.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Assist in driving new client growth and retaining existing customer relationships
• Monitor existing pipeline and work with Underwriting, Pricing, & Compliance to ensure prospects move through the sales process efficiently
• Assist with follow-ups, ensuring that all stakeholders involved in the sales process are aligned on next steps, deadlines, and expectations
• Assist in organizing and maintaining sales resources
• Maintain accurate records of sales activities, client interactions, and relevant documentation in CRM systems
• Prepare sales team for prospects and partner meetings
• Support sales team by tracking, submitting, and following up on prospect requests
• Provide assistance to sales team in gathering and confirming CRM data to ensure correct and up-to-date information for each prospect
• Provide sales team with training and updates on sales processes and CRM management to ensure consistency of procedures
• Manage sales tracking tools and update stakeholders accordingly
• Coordinates account processing for renewals and new accounts with Underwriter, Sales and Brokers
• Partner with Marketing to provide logistical support during sales events, conferences, and trade shows
• Suggest sales process improvements
• Other relevant duties as assigned within scope of the role

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)     

• Associates degree in Business Administration, Insurance, Sales, Marketing, or related field experience a plus
• 2 years of proven work experience as a Sales support specialist or Sales support associate required
• PEO experience highly preferred
• Hands on experience with ERP and CRM systems, ClientSpace/PrismHR highly preferred
• In-depth understanding of sales principles and customer service practices
• Strong time management skills and ability to prioritize tasks in a fast-paced environment
• Strong customer service orientation with the ability to resolve client issues quickly and efficiently.
• Detail-oriented and able to manage multiple priorities in a fast-paced, deadline-driven environment.
• Ability to work independently and as part of a team, demonstrating a high level of professionalism and adaptability.
• Excellent writing and verbal communication skills
• Proficiency with MS Office Suite, particularly MS Excel

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. This position will be working primarily indoors and some of the time in an outdoor environment. From this movement, the employee will encounter varying temperatures. The normal auto and air travel hazards will apply.