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Role Description

The Sales Support Specialist is a key contributor to the Sales and Client Services teams and plays a critical role in supporting business development and client growth efforts. This role is responsible for:

• Tracking new business opportunities
• Preparing presentations and proposals
• Coordinating contracts and addendums
• Managing sales documentation
• Supporting a streamlined sales-to-onboarding process

This position requires strong contract management abilities, deep proficiency with DocuSign and custom agreement creation, and advanced skills in Salesforce CRM. The ideal candidate is highly organized, detail-oriented, and capable of managing complex documentation workflows with accuracy and speed.

Qualifications

• 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

Requirements

• Exceptional contract management skills, including drafting, reviewing, tracking, and organizing agreements across multiple stages
• High proficiency in DocuSign, including:
  • Creating custom agreements and templates
  • Configuring routing workflows
  • Applying advanced tagging
  • Ensuring full execution and compliance
• Advanced Salesforce CRM capability, with strong skill in:
  • Opportunity tracking
  • Data accuracy and validation
  • Reporting dashboards
  • Updating account and contract records
• Highly organized with the ability to manage multiple deadlines and high-volume documentation
• Strong written and verbal communication skills
• High attention to detail and accuracy in documentation workflows
• Strong ability to operate in a fast-paced, collaborative environment

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