Job Description
POSITION SUMMARY
Peoplease is a leading Professional Employer Organization providing solutions to small and medium size businesses in the blue and gray-collar industries. We transform and enable our clients and partners to achieve their aspirations by providing world-class service, support and administrative solutions in the areas of payroll, human resources, benefits and risk management. At Peoplease, we are connected as People, creating a culture of inclusion & belonging, where Engagement, Integrity, Tenacity, Curiosity, Happy, and Service obsessed is who we are, who we’ve always been, and continues to be the mindset that guides us to improve every day.
Peoplease is seeking a qualified Sales Support Specialist to join our team. The purpose of the Sales Department is to drive sales, retain existing customers, and grow the organization. The Sales Support Specialist will provide support to the Sales Department in your assigned region and respond to customer and prospect queries. This position will interact with a diverse group of external and internal contacts at all levels within the organization.
An ideal candidate will have knowledge of sales, customer service best practices, interpreting sales metrics, and be goal oriented. You will have the ability to manage and execute the coordination of multiple projects within required timeframes and expectations; demonstrated excellence in communication skills; be able to inform both orally and in writing; working knowledge of Microsoft Office products. Demonstrate the ability to perform detail-oriented tasks; interact, coordinate, follow up, and effectively communicate with Sales team members, regional teams, Senior Management, and Third-Party Administrators. Ultimately, you should be able to contribute to creating and maintaining good customer relationships and ensuring smooth sales team operations.
Candidate must be a self-starter with the ability to function as a remote employee in a distributed work team with a Central Time Zone work schedule.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Assist in driving new client growth and retaining existing customer relationships
Monitor existing pipeline and work with Underwriting, Pricing, & Compliance to ensure prospects move through the sales process efficiently
Assist with follow-ups, ensuring that all stakeholders involved in the sales process are aligned on next steps, deadlines, and expectations
Assist in organizing and maintaining sales resources
Maintain accurate records of sales activities, client interactions, and relevant documentation in CRM systems
Prepare sales team for prospects and partner meetings
Support sales team by tracking, submitting, and following up on prospect requests
Provide assistance to sales team in gathering and confirming CRM data to ensure correct and up-to-date information for each prospect
Provide sales team with training and updates on sales processes and CRM management to ensure consistency of procedures
Manage sales tracking tools and update stakeholders accordingly
Coordinates account processing for renewals and new accounts with Underwriter, Sales and Brokers
Partner with Marketing to provide logistical support during sales events, conferences, and trade shows
Suggest sales process improvements
Other relevant duties as assigned within scope of the role
MINIMUM QUALIFICATIONS (KNOWLEDGE SKILLS, AND ABILITIES)
High school diploma or equivalent
Central Time Zone work schedule required
2 years of proven work experience as a Sales support specialist or Sales support associate required
Hands on experience with ERP and CRM systems
In-depth understanding of sales principles and customer service practices
Strong time management skills and ability to prioritize tasks in a fast-paced environment
Strong customer service orientation with the ability to resolve client issues quickly and efficiently.
Detail-oriented and able to manage multiple priorities in a fast-paced, deadline-driven environment.
Ability to work independently and as part of a team, demonstrating a high level of professionalism and adaptability.
Excellent writing and verbal communication skills
Proficiency with MS Office Suite, particularly MS Excel
Preferred
Associate's degree in Business Administration, Insurance, Sales, Marketing, or related field
PEO experience
Hands-on experience with ClientSpace/PrismHR
Physical Demands and Work Environment
The role requires regular communication and occasional travel to support the distributed workforce. The role will primarily function indoors but may involve working in varying temperatures or outdoor environments as needed.
Peoplease is a leading Professional Employer Organization providing solutions to small and medium size businesses in the blue and gray-collar industries. We transform and enable our clients and partners to achieve their aspirations by providing world-class service, support and administrative solutions in the areas of payroll, human resources, benefits and risk management. At Peoplease, we are connected as People, creating a culture of inclusion & belonging, where Engagement, Integrity, Tenacity, Curiosity, Happy, and Service obsessed is who we are, who we’ve always been, and continues to be the mindset that guides us to improve every day.
Peoplease is seeking a qualified Sales Support Specialist to join our team. The purpose of the Sales Department is to drive sales, retain existing customers, and grow the organization. The Sales Support Specialist will provide support to the Sales Department in your assigned region and respond to customer and prospect queries. This position will interact with a diverse group of external and internal contacts at all levels within the organization.
An ideal candidate will have knowledge of sales, customer service best practices, interpreting sales metrics, and be goal oriented. You will have the ability to manage and execute the coordination of multiple projects within required timeframes and expectations; demonstrated excellence in communication skills; be able to inform both orally and in writing; working knowledge of Microsoft Office products. Demonstrate the ability to perform detail-oriented tasks; interact, coordinate, follow up, and effectively communicate with Sales team members, regional teams, Senior Management, and Third-Party Administrators. Ultimately, you should be able to contribute to creating and maintaining good customer relationships and ensuring smooth sales team operations.
Candidate must be a self-starter with the ability to function as a remote employee in a distributed work team with a Central Time Zone work schedule.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Assist in driving new client growth and retaining existing customer relationships
Monitor existing pipeline and work with Underwriting, Pricing, & Compliance to ensure prospects move through the sales process efficiently
Assist with follow-ups, ensuring that all stakeholders involved in the sales process are aligned on next steps, deadlines, and expectations
Assist in organizing and maintaining sales resources
Maintain accurate records of sales activities, client interactions, and relevant documentation in CRM systems
Prepare sales team for prospects and partner meetings
Support sales team by tracking, submitting, and following up on prospect requests
Provide assistance to sales team in gathering and confirming CRM data to ensure correct and up-to-date information for each prospect
Provide sales team with training and updates on sales processes and CRM management to ensure consistency of procedures
Manage sales tracking tools and update stakeholders accordingly
Coordinates account processing for renewals and new accounts with Underwriter, Sales and Brokers
Partner with Marketing to provide logistical support during sales events, conferences, and trade shows
Suggest sales process improvements
Other relevant duties as assigned within scope of the role
MINIMUM QUALIFICATIONS (KNOWLEDGE SKILLS, AND ABILITIES)
High school diploma or equivalent
Central Time Zone work schedule required
2 years of proven work experience as a Sales support specialist or Sales support associate required
Hands on experience with ERP and CRM systems
In-depth understanding of sales principles and customer service practices
Strong time management skills and ability to prioritize tasks in a fast-paced environment
Strong customer service orientation with the ability to resolve client issues quickly and efficiently.
Detail-oriented and able to manage multiple priorities in a fast-paced, deadline-driven environment.
Ability to work independently and as part of a team, demonstrating a high level of professionalism and adaptability.
Excellent writing and verbal communication skills
Proficiency with MS Office Suite, particularly MS Excel
Preferred
Associate's degree in Business Administration, Insurance, Sales, Marketing, or related field
PEO experience
Hands-on experience with ClientSpace/PrismHR
Physical Demands and Work Environment
The role requires regular communication and occasional travel to support the distributed workforce. The role will primarily function indoors but may involve working in varying temperatures or outdoor environments as needed.
💡 Quick Summary
Seeking a career-building opportunity? The Sales Support Specialist position is now open for candidates interested in the Work from home Jobs sector. This role in New York offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Work from home Jobs is a plus.
