Sales Support Specialist

Job Description

Job Description

Description : Want to use your skills to positively impact a fast-paced, growing business? Looking to advance your career in an entrepreneurial environment?

We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOPs) and 401(k) Plans. Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Westchester, IL, Pasadena, CA and Maple Grove, MN, although our client base is nationwide. We are one of the top 2 companies that provide ESOP recordkeeping and administration services in the country, and we continue to grow our retirement services business (401(k), DB, CB, etc). We are seeking sharp, detail-oriented, dedicated individuals to join our team.

We are hiring a Sales Support Specialist

At Blue Ridge Associates, we make it easy for retirement plan professionals and sponsors to provide wealth building benefits to business owners and their employees. Our sales team works hard to attract new clients who want to provide benefits to their employees, while our plan administrators seamlessly deliver our solutions to administer these plans, including ESOP, KSOP, 401(k) and more. Together, we work to grow our services to new business and existing accounts so that we can help more people achieve financial independence and leave a legacy for their family.

The Sales Support Specialist plays an important role in this mission. As a key player in our business development efforts, you will support both the sales team and the client services team as they work to expand our services to new and existing clients.

You will assist them with tracking new opportunities in the pipeline, creating presentations and proposals, planning travel, preparing service contracts and addendums, organizing files, working with the key stakeholders to facilitate the contract administration process for new services agreements as well post sale add-on agreements and addendums

Duties / Responsibilities :

1. New Business Support. Provide administrative support to the new business development team, including :

• Collaborate with the sales team to prepare presentations and proposals for new business opportunities (i.e., RFP / bid response packages, sales quotes, etc.).
• Support the sales team with collecting, entering, and maintaining accurate sales tracking information within the Company’s sales CRM system.
• Assist with the coordination and scheduling of sales meetings and events, including the preparation, assembly, and distribution of notices, agendas, meeting materials, and travel arrangements.
• Create new business contracts based on requirements from the sales team and collect signatures from all parties.
• Track all contracts through to execution and ensure prompt delivery of fully executed agreements to all internal and external stakeholders, including but not limited to the client, the plan admin, the Finance team, the IT team, the senior leadership team and more.
• Ensure a seamless handoff to the client onboarding team and close the opportunity.
• Create weekly, monthly, quarterly, and yearly reporting on pipeline activity for the leadership team.

2. Account Management Growth Support. Provide administrative support to the plan administration team as they encounter cross-sell and upsell opportunities within existing accounts, including :

Perform other duties as required to support the ongoing efforts for both business development and account management teams to meet revenue goals.

Requirements :

Education and Experience

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, binding machine and copiers. The office environment and job duties include work conducted via in-person face-to-face meetings, video conferencing, telephone, and other interactions on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel

Travel may be required for this position.

Benefits :

We offer challenging work, a competitive salary, and an outstanding opportunity for career growth for the right candidate. Our comprehensive benefits package includes medical, dental, vision, life, disability, FSA, HSA with company contribution, 401(k) with company match, parental leave, paid time off and education / association dues assistance.

We work hard, but we also have fun. As a Blue Ridge Associates employee, you will be a part of a company that supports charitable activities through fundraising and volunteer work. You'll enjoy quarterly virtual Happy Hours, Monthly Birthday Celebrations and Annual Social gatherings where we celebrate our successes. You'll have opportunities to shine by joining one of our committees : Charitable Action, Employee Engagement, Communications, Process Improvements or by volunteering for a special project that calls your name. Come join us!

Don't miss this opportunity to become a part of our dynamic organization!

Equal Opportunity Employer

Must be authorized to work in the US.