Sales Support Specialist

Overview

We are seeking a Sales Support Specialist to collaborate with a respected client, operating remotely across India. This position is targeted at candidates with 4 to 8 years of experience, at levels equivalent to Assistant Manager or Deputy Manager. The role requires working hours aligned with US Eastern Time, from 8 am to 5 pm, to coincide with US business operations.

Role Purpose

The primary objective is to act as the liaison between marketing and sales departments for a US-based organization. The role involves managing qualified leads from marketing handoff to contract finalization and onboarding. The specialist will oversee document gathering, validation procedures, and maintaining accurate records in the CRM, enabling sales managers to concentrate on client relationships and selling activities rather than administrative tasks.

Key Duties

• Engage with qualified prospects post-marketing qualification to assist Sales Managers throughout the sales journey up to onboarding.
• Collect necessary documentation and details from prospects at various stages to verify their information.
• Audit submissions for accuracy and completeness, keep detailed trackers, and proactively follow up on outstanding or incomplete items.
• Update and manage prospect and opportunity information within Zoho CRM, tracking sales activities and documentation status carefully.
• Facilitate coordination between marketing and sales teams ensuring seamless transition of qualified leads.
• Organize meetings and calls for Sales Managers, including preparing status reports and managing follow-up duties.
• Oversee the transition of customers from signed contracts to onboarding teams, confirming all documentation is complete.
• Compile reports detailing conversion rates, document processing times, and points of attrition, highlighting issues to management.
• Address prospect inquiries related to the sales process and documentation; escalate complex issues as necessary.
• Maintain data privacy and confidentiality of customer information throughout the process.

Essential Skills and Expertise

• Experienced with CRM systems to manage leads, update pipeline stages, and produce reports.
• Thorough understanding of B2B sales workflows from lead qualification through onboarding, including document verification.
• Prior experience working with US-based sales or marketing teams, familiar with US business communication styles and timing.
• Excellent verbal and written English communication skills, with strong active listening capabilities for effective prospect engagement.
• Strong organizational skills with the ability to juggle multiple prospects and drive follow-ups to completion independently.

Additional Advantageous Skills

• Knowledge of document verification or KYC procedures.
• Familiarity with CRM and sales engagement tools such as Salesforce, Zoho, or HubSpot.

Qualifications

• Bachelor’s degree in any field; degrees or diplomas in Business Administration, Sales, or Marketing are preferable.
• MBA in Sales or Marketing will be considered a plus.
• Required: 4-8 years of relevant work experience in B2B sales support, inside sales, or CRM-related operations, ideally supporting US clients.