Sales Support Specialist

This is a West Allis, WI onsite job based opportunity. Hybrid schedule available after being fully trained

Summary

Reporting to the Director of Marketing, the Sales Support Specialist will provide day-to-day administrative and operational support to the Sales team by ensuring accurate handoff of new orders, maintaining CRM data integrity, supporting customer setup and documentation, and keeping sales processes organized and moving efficiently.

Essential Duties and Responsibilities

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities as management may deem necessary from time to time.

- Manage new order handoffs from the Sales team, ensuring all required information is complete, accurate, and properly submitted, and coordinate with internal teams to support smooth transitions from sales to execution

- Set up new customers in internal systems and the CRM, and support customer documentation requests including credit applications, vendor forms, compliance paperwork, customer-specific templates, and customer portal requirements

- Assist Sales Representatives with managing customer-specific portals, including account setup, document uploads, updates, and basic maintenance as required by customer processes

- Maintain accurate and up-to-date CRM records by monitoring usage, following up with Sales Representatives on required updates, and supporting basic cleanup, organization, and reporting

- Serve as a central point of contact for Sales Representatives for day-to-day administrative support, helping organize, track, and manage sales-related paperwork and internal requests

- Manage and moderate the Sales Microsoft Teams channel by posting updates, organizing files and resources, and helping keep internal communication clear and structured

- Provide administrative support to the Marketing team, including assistance with social media posting, trade show preparation, organization of marketing assets and images, and other execution-focused marketing tasks

- Follow established sales and marketing processes and tools, identify recurring issues or process gaps, and assist with documenting procedures and best practices

Qualifications & Preferences

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

- 2–4 years of experience in an administrative, sales support, or operations role

- Bachelor’s degree in business or related field preferred

- Strong attention to detail and organizational skills with the ability to manage multiple priorities independently

- Strong working knowledge of CRM systems (Pipedrive preferred), including maintaining data standards and supporting basic reporting

- Proficiency in Microsoft Office and Microsoft Teams

- Ability to support execution-focused marketing activities

- Ability to manage multiple tasks and prioritize in a fast-paced environment

- Strong written and verbal communication skills and confidence working cross-functionally

- Customer-centric mindset with a high level of professionalism

- Ability to occasionally travel nationally (up to 5%)

- Ability to work locally in Milwaukee area

Language Skills

Ability to read and comprehend instructions, short correspondence, and memos. Ability to effectively communicate information in one-on-one, small and large group situations to other employees of all levels in the organization.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio and percent.

Reasoning Ability

Ability to apply commonsense understanding to carry out instruction furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand and use hands to finger, handle, or feel. The employee is occasionally required to walk; climb or balance; stoop, kneel, crouch, or crawl; and talk or hear.

The employee must regularly lift and/or move up to 10 pounds, and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and depth perception.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position works in an office environment. If they are on the manufacturing floor, proper eye, ear, and toe protection is required.