Sales Support Specialist

About the role

CFS Technologies is growing and seeking a proactive Sales Support Specialist to support our top accounts and drive continued growth. The role focuses on building strong partnerships, supporting joint sales strategies, and ensuring exceptional customer satisfaction.

Responsibilities

• Own and manage relationships with assigned key accounts, serving as a trusted advisor and escalation point.
• Proactively track and manage open orders for top accounts, including monitoring all orders past 30 days and providing weekly status updates to the Director.
• Maintain and drive backlog reduction efforts through detailed trackers and action logs.
• Develop and regularly update strategic account plans.
• Prepare comprehensive account review presentations and business update materials.
• Track and analyze quote-to-order conversion rates for key accounts.
• Own and maintain accurate contact and account data within the CRM.
• Consolidate and analyze POS reports to support performance visibility.
• Maintain inventory visibility for high-velocity SKUs to anticipate risks and opportunities.
• Build and manage a pipeline of expansion opportunities within existing top accounts.
• Support the development of training materials and promotional campaigns.
• Engage branches and locations of key accounts to coordinate meetings and product trainings.
• Cover joint sales calls with internal and external stakeholders.
• Follow up on large orders (over $10K) to understand applications and end users, identifying opportunities to replicate success across additional locations.
• Conduct post-order check-ins with new locations to ensure satisfaction and strengthen relationships.
• Maintain a dashboard tracking top account locations not currently engaged to uncover whitespace opportunities.
• Partner closely with the Director to execute account growth strategies.
• Monitor sales performance trends and proactively flag risks and opportunities.
• Track, analyze, and report KPIs for owned top accounts.
• Maintain a consistent engagement cadence with key account locations to support long-term growth and partnership strength.

Requirements

• 2+ years of experience in sales support, account coordination, channel sales, or B2B customer service, or a strong eagerness to grow in this space.
• Proven ability to manage multiple priorities, track detailed account information, and meet deadlines with strong attention to accuracy and follow-through.
• Strong interpersonal skills with the ability to build relationships across branches, locations, and internal teams, adapting communication style to different stakeholders.
• Comfortable analyzing sales data, open orders, backlog, POS reports, inventory levels, and KPIs to identify trends, risks, and growth opportunities.
• Proactive and solutions-oriented, with the ability to follow up on large orders, support expansion opportunities, and ensure customer satisfaction across locations.
• Excellent verbal and written communication skills, with the ability to coordinate meetings, support joint sales calls, and prepare professional account review materials (high school diploma or GED equivalent required).
• Proficient in Microsoft Office Suite (especially Excel and PowerPoint) and experienced with CRM systems such as Salesforce or similar platforms.
• Able to regularly perform the following physical requirements, with or without accommodations:
• Frequently: Ability to utilize basic office equipment such as computer, keyboard, printer, phones.
• Frequently: Communicate via phone call, email, chat, and other methods with customers, internal staff, and others.
• Frequently: Prolonged periods working at a desk and/or computer.
• Occasionally: Must be able to lift up to 15 pounds at a time.

What We Offer

• $60,000 annual salary to start, payroll every other Thursday.
• A comprehensive benefits package including Medical, Dental, Vision, Life, Disability, and 401(k) with company contributions.
• 3 weeks annually of paid-time-off and sick leave accrual, with increases based on tenure.
• Paid company holidays.