Sales Support Analyst

Posted 25 Days Ago
Be an Early Applicant
Irving, TX, USA
Hybrid
Mid level
Professional Services • Energy
The Role
Support Sales Advisors by maintaining data integrity across internal systems, preparing client reports, handling client communications for minor contract updates, coordinating with Operations to resolve issues, managing inboxes, scheduling meetings, and performing administrative tasks to improve sales efficiency.
Summary Generated by Built In
This role accelerates sales by supporting Energy Advisors with administrative tasks.  You’ll be the trusted source of data organization and integrity across our internal systems.  This role serves as a key liaison between Sales and Operations, ensuring information flows smoothly and efficiently.  The ideal candidate is highly organized, detail-oriented and comfortable working behind the scenes to support revenue-generating activities. 

What you’ll do:

  • Maintain accurate administrative setup and data integrity across internal systems
  • Collaborate with Advisors to review, update, and clean data to ensure accuracy and consistency across platforms
  • Prepare and deliver system-generated client reports
  • Communicate directly with small- to mid-sized clients regarding minor energy contract requests and updates
  • Provide inbox and communication support
  • Coordinate with the Pit Crew (Operations) to resolve customer service issues, ensuring a positive client experience
  • Coordinate meeting logistics and scheduling, ensuring details are handled smoothly
  • Support the Sales and Operations teams by managing administrative tasks that improve efficiency and reduce process gaps
  • Provide occasional office administrative support as needed

What You’ll Bring

  • 2 to 5 years of experience in sales support, operations, client services, or an administrative role
  • Experience working within CRM platforms, preferably HubSpot
  • Comfort working with data and internal systems, and keeping information clean and accurate
  • A naturally organized, detail-oriented approach to your work
  • The ability to manage multiple priorities with strong follow-through and attention to detail
  • Strong communication skills and confidence working with both teammates and clients
  • Energy industry experience is a plus
  • Ideally based in the Dallas–Fort Worth (DFW) area

Top Skills

Crm Platforms
Hubspot
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The Company
HQ: Irving, Texas
545 Employees
Year Founded: 2011

What We Do

5 was formed with a single mission – to help people. Today we set the standard for energy advisory firms in North America. We provide advice to clients on procurement and risk management, demand-side management, sustainability, and resiliency throughout the US and Mexico. Clients include Fortune 100 companies, government entities, commercial real estate, cold storage, higher education, manufacturers, industrials, hospitals, religious organizations, restaurants, nonprofits, and more. 5’s team is comprised of energy market innovators, engineers, commodity traders, technologists and business development professionals joined by a common purpose - To deliver unparalleled energy procurement services and advice that result in cutting-edge energy solutions for our clients. No company is better situated than 5 to help clients manage their exposure to volatile energy prices in an ever-changing market. 5 is a fast-growing company with an award-winning culture that includes the following accolades for innovation, leadership, growth, and incredible company culture: • Best Workplaces in America, Inc. Magazine • Inc. 5000 Fastest Growing Company List, Inc. Magazine • Best Companies to Work for in Texas, Texas Monthly • Entrepreneur 360, Most Entrepreneurial Companies in America, Entrepreneur • Aggie 100 Fastest Growing Aggie-Owned Companies • Best Small Workplaces in America, Fortune • Best Workplaces in Texas, Fortune • Dallas 100 Fastest-Growing Small Business • Fastest Growing Companies in the Americas, Financial Times • Dallas Business Journal Middle Market 50 • Tech Titans, Fast Tech Honoree

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