Transition Strategies, LLC

An employment law firm advocating for the employee's best interests. Succeed in ways you never thought possible

Sales Support Specialist

Customer SupportCustomer SupportFull TimeRemoteTeam 1-10Since 2003H1B No SponsorCompany SiteLinkedIn

Location

Virginia

Posted

13 days ago

Salary

$25 - $33 / hour

Bachelor Degree3 yrs expEnglish

Job Description

• Collaborate with the sales team to prepare presentations, proposals, and RFP/bid packages. • Collect, enter, and maintain accurate sales tracking information within the Company’s CRM system (Salesforce), for accounts, contacts, opportunities, quotes, proposals and contract agreements. • Prepare contracts and service agreements with a high degree of accuracy, ensuring the correct configuration of terms, pricing, and client information. • Use DocuSign to create, send, and manage custom agreements, including advanced tagging, routing, and workflow sequencing. • Track all contracts throughout the full lifecycle and ensure timely distribution of fully executed versions to all relevant stakeholders, both internal and external. • Support meeting scheduling, agendas, and material preparation as needed. • Ensure seamless handoff to the onboarding team and close all opportunities in Salesforce. • Prepare weekly, monthly, quarterly, and annual pipeline reporting for leadership. • Track and organize service agreement addendum requests. • Prepare addendums for internal review and ensure accuracy of contract terms. • Facilitate DocuSign routing and manage signature workflows from start to finish. • Track addendum execution status in Salesforce CRM, and ensure timely delivery to stakeholders. • Maintain consistent and accurate documentation across Salesforce, shared drives, and contract repositories. • Provide periodic reporting and transparency into pipeline movement and documentation completion. • Support revenue-growth initiatives with efficient follow-through and documentation management.

Job Requirements

  • Bachelor’s degree in a related field or equivalent preferred.
  • Minimum 3 years’ experience in sales support, administrative, paralegal, or contract-heavy roles.
  • Prior experience with Salesforce CRM, DocuSign, and contract lifecycle processes is strongly preferred.
  • Experience preparing proposals and RFP responses is a plus.
  • Background in financial services, retirement services, or a similar industry is highly valued.

Benefits

  • Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
  • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
  • 401(k) with company match + HSA with contribution
  • Generous PTO for parental leave, vacation and holiday time
  • Support for certifications, association dues, and professional growth
  • Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference

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