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Sales Support AdministratorGuardian Tax Consultants • Franklin, Tennessee, United States
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Sales Support Administrator

Guardian Tax Consultants
  • US
    Franklin, Tennessee, United States
  • US
    Franklin, Tennessee, United States
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Über

Base pay range $50,000.00/yr - $55,000.00/yr Responsibilities Enter all new contacts into applicable CRM within 24 hours of any event. This must include a complete capture of information (company, role, contact information, introduction source, etc). Follow-up on all new contacts using a standardized template. Maintain a drip campaign to encourage engagement. Coordinate meetings on behalf of senior advisors in person or over Zoom. Protect relationships by responding promptly and professionally to all communications. Maintain accurate pipeline records and provide accurate sales forecasting. Track outreach and scheduling, always maintaining report-ready data. Log all interactions, calls and sales progress in our CRM software. Assist the team in building and refining workflows, processes and materials. Additional duties as assigned Qualifications Previous experience with Zoho, preferred. Experience with self-directed case load. Proficiency with Microsoft Suite. Experience with high-volume data entry and follow up management. Excellent written and verbal communication skills. Strong organizational skills and attention to detail. Comfortable operating in a fast-paced, high-pressure environment. 401k with employee matching contributions. 10 PTO days for the first year. Unlimited afterwards. Paid maternity leave. KPI bonus of 10%-20% based on performance metrics. About Guardian We are a rapidly growing company that is actively expanding.We work primarily with business owners to help them flourish so that their employees, families, and communities are positively impacted as well. Learn more about what we do at guardiantaxconsultants.com Seniority level Entry level Employment type Full-time Job function Sales, Administrative, and Customer Service Brentwood, TN
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  • Franklin, Tennessee, United States

Sprachkenntnisse

  • English
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