Sales Support Analyst

About KBKG KBKG LLC, a Specialty Tax provider, empowers CPA firms to connect with their customers in a comprehensive and consultative manner. We are fast-growing, the most innovative in the industry, and named one of the Best of the Best firms by Inside Public Accounting. We help CPAs determine tax incentives that benefit their clients, and we are committed to handling each client relationship with care and diligence. Our ability to work seamlessly with CPAs is the reason so many leading firms and businesses across the nation utilize our expertise and trust KBKG with their clients. By partnering state-of-the-art technology with the best and brightest employees in the industry, we foster a culture of constant innovation and growth. We are hybrid and in the office 3 days a week. Job Description The Sales Support Associate is a key member of the sales team who provides administrative, logistical, and customer support to help the sales team achieve their goals. These activities include, but are not limited to, managing activities through CRM, gathering data from the client or key stakeholders to prepare proposals and engagement letters, scheduling and joining client calls, and ensuring the sales process is moving along in a timely manner. Our Managers support the position by setting career development goals to ensure growth. ResponsibilitiesSupport the Sales Team, Partners and Directors with proposals, engagement letters, and CRM ManagementsCollect data from clients or Account Directors to prepare proposals timely and accurately.Responsible for coordinating with internal teams to ensure accurate and timely delivery of proposals and engagement lettersCreate and maintain accuracy of accounts, opportunities, and tasks in Salesforce to quantify and track interested clients to ensure that their needs were addressed by account ownersTrack the sales status through our Customer Relationship Management (CRM) tool (Salesforce.com)Assist with sales pipeline for the region and ensure sales process is movingAssist sales and management team with ensuring ongoing communication amongst our clients, alliance partners and referral sourcesWork closely with account owners to transfer qualified opportunities or interested parties by coordinating a call or meetingEnsure client satisfaction with KBKG and disseminate important industry developments to clientsAchieve or exceed individual sales support goals Requirements Proficiency in Microsoft Office Suite (e.g. Excel, Word, Teams, Outlook)Ability to multitask, prioritize effectively, and work well under pressureAbility to work independently & as part of a team in a fast pace, rapid change environmentAttention to detail and good analytical skillsExcellent organizational and communication skills (verbal and written)Ability to build rapportIs proactive and takes initiative Education & Experience Bachelor’s degree in marketing, Business Administration, Communications, or a related field. A master’s degree or additional certifications can be advantageous.Preferred:Experience with CPA firms and/or B2B SalesExperience in Sales and/or Customer ServiceExperience with tax incentivesExperience with Salesforce or similar CRM Physical Requirements Prolonged periods sitting at a desk and working on a computer.Must be able to lift up to 15 pounds at a time. An Equal Opportunity EmployerWe do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and selection decisions be based on job-related factors.