What are the responsibilities and job description for the Sales Support Specialist position at The Crox Group?
Role:Sales Support Specialist
Location: 2675 West 600 North Lindon, UT, 84042, US
Work Schedule: Hybrid (3 days in office: Tuesday, Wednesday, Thursday; 2 days remote). Hours: 7 AM – 4 PM or 8 AM – 5 PM CST.
Positions: 3
Role Details
Daily Functions:
Primarily administrative tasks, including data entry and email communication.
Minimal phone interaction, though possible occasionally.
Heavy collaboration with the inside sales team.
Key Tools & Platforms:
Salesforce (experience preferred but training available).
Excel (basic skills: sorting, filtering).
G Suite tools.
DocuSign utility.
Top 3 Skill Sets:
Organization: Strong ability to balance multiple tasks and ensure follow-ups to keep workflows moving.
Customer Service Skills: Professional email and phone etiquette with exposure to office environments.
Time Management: Effectively managing and prioritizing tasks.
Preferred Industry Experience:
Finance or underwriting experience is a plus.
Familiarity with financial requirements and underwriting processes is beneficial.
Reason for Opening:
The team has experienced significant growth over recent quarters.
This position is designed to fill gaps and maintain SLA commitments while supporting new projects.
SLA Commitments:
Workflow Queue: Aim to send completed work to the underwriting team within 48 hours.
Revenue is tied to timely completion of these deals.
A Sales Support Specialist is responsible for navigating the application process and assisting in solving customer issues during the onboarding process, providing data and guidance to the sales team to help assist in accelerating the onboarding process, and analyzing Partner and Underwriting Hold trends. They partner with Relationship Managers and Sales Reps (ISCs), stay updated on new product launches, CRM updates, and suggest sales process improvements. Their primary focus is to support the sales team and enhance the onboarding experience.
Responsibilities:
Maintain multiple databases by entering new and updated customer and account information
Obtain and prepare source data for entry by compiling customer and account information
Maintain data entry requirements by following data program techniques and procedures
Verify entered customer and account data by reviewing, correcting, deleting, or reentering data ● Resolve account deficiencies by corresponding with customer to obtain additional information
Maintain sales operations by following policies and procedures and reporting needed changes
Maintain customer confidence and protect sales/operations by keeping information confidential ● Combine and correct account data from multiple systems when information is incorrect or incomplete
Become application process/customer onboarding subject matter expert for the sales organization
Provide clear, concise, and professional communication with customers via inbound and outbound phone calls as well as email
Consistently provide on-time outbound calls according to established schedule
Demonstrate the ability to provide a good customer experience by taking ownership of your workload and providing updates to your customer(s) throughout the entire onboarding process
Keep a positive attitude and strive to achieve and retain a collaborative environment with internal customers
Other tasks as assigned by management
Skills:
Professional and clear communication skills - verbal and written
Ability to quickly learn and adapt to changing technology and priorities
Strong ability to analyze information and use logic, reasoning, and decision making skills
Ability to multitask
Self-starter, well-organized, strong attention to detail and thoroughness, and strong problem-solving abilities
Ability to work effectively on a team, independently, and collaborate with other departments
Proficient computer skills with quick typing abilities with accuracy
Organization skills
Qualifications:
High School Diploma or equivalent
5 years of proven work experience as a sales support associate and/or data entry specialist
Hands on experience with CRM Systems
Proficiency with Google Suites, DocuSign, and MS Excel
In-depth understanding of sales principals and customer service practices
Excellent communication skills
Analytical and multi-tasking skills
Ability to accurately type 50 words per minute
Ability to quickly switch your focus
Teamwork and motivational skills
Deepika Srivastava
deepika.srivastava@croxconsulting.com
