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P.J. Fitzpatrick, LLC

The Sales Support Specialist provides administrative and operational support to the sales team. This role is responsible for maintaining sales-related trackers, assisting with sales holds, preparing documentation, and responding to internal and external inquiries. The position is primarily task-based, with occasional small projects assigned as needed. #PJFITZ2025 Requirements Essential duties include, but are not limited to: &middot; Maintain and update Excel trackers related to capacity, golden ticket eligibility, and no-show appointments &middot; Monitor sales holds and communicate new or updated hold information to HICs and managers &middot; Prepare customer documentation and scorecards upon request &middot; Research job information and provide clear, concise summaries of findings &middot; Assist with general document preparation and organization &middot; Update job notes and status changes in the CRM system &middot; Compile reports and export documentation for management review &middot; Support follow-up actions and documentation resulting from sales hold meetings Key Performance Indicators (KPIs) &middot; Meet Service Level Agreements (SLAs)- tasks completed on time and complete &middot; Maintain 95% or higher accuracy in data processing and updates &middot; Ensure assigned sales trackers are accurate and up to date Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. &middot; Strong organizational skills with the ability to manage multiple tasks &middot; High level of accuracy and efficiency in data entry &middot; Proficiency with basic Microsoft Office applications, particularly Excel &middot; Clear and effective written and verbal communication skills &middot; Willingness and ability to learn new systems and technologies Education and Experience &middot; High school diploma or equivalent required &middot; One year of office or data entry experience preferred Benefits Benefits: 401(k) Dental insurance Flexible spending account Health insurance Paid time off Referral program Tuition reimbursement Vision insurance

Sales Support Specialist

Join P.J. Fitzpatrick, LLC and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

P.J. Fitzpatrick, LLC

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Sales Support Specialist