| Description |
One of our clients, a rapidly growing RCC (Remote Capability Centre) that offers professional services in cross-functional solutions (Finance, HR, Tech, and Marketing), is looking for a Sales Support Specialist to bridge the gap between marketing and sales for clients, engaging with qualified prospects from the point of hand-off from marketing to customer contracting
and onboarding.
Key Responsibilities
• Post-qualification engagement — Take ownership of qualified prospects handed over by the marketing team and help the Sales Manager to manage the relationship through the sales
cycle up to customer onboarding.
• Document & information collection — Reach out to prospects at each stage of the sales cycle to collect required documents, details, and proof needed to validate prospect information.
• Verification & tracking — Review submitted documents for completeness and accuracy, maintain trackers/checklists per prospect, and follow up proactively on pending or incomplete
submissions.
• CRM management — Maintain accurate and up-to-date prospect and opportunity records in Zoho CRM, including stage movement, documentation status, and activity notes.
• Sales-marketing coordination — Act as the coordination point between the marketing and sales organizations, ensuring a smooth, well-documented hand-off for all qualified opportunities.
• Sales manager support — Schedule prospect calls/meetings, prepare status summaries, and handle administrative and follow-up tasks to free up sales managers’ bandwidth for core
selling activities.
• Onboarding coordination — Coordinate the hand-off for the customers who signed contract to the onboarding/customer success team, ensuring all required documentation and information is complete before transition.
• Reporting — Track and report on stage-wise conversion, document turnaround time, and drop-offs, and flag process bottlenecks to sales management.
• Query resolution — Respond to prospect queries related to the sales process and documentation requirements, escalating complex issues to the sales manager as needed.
• Data confidentiality — Handle prospect information and documents in line with data privacy and confidentiality requirements.
Core Skills & Expertise (Must Have)
• CRM proficiency — Hands-on experience managing leads/opportunities, updating pipeline stages, and generating reports in CRM.
• B2B Sales process knowledge — Solid understanding of the B2B sales lifecycle from lead qualification through to customer onboarding, including typical documentation and validation requirements.
• Prior experience supporting a US-based sales or marketing organization, including familiarity with US business communication norms and working hours.
Shift Timing: 8:00 AM – 5:00 PM US Eastern Time (aligned to US business hours) |
