Sales Support Associate

Posted 9 Days Ago
Be an Early Applicant
Houston, TX, USA
In-Office
Junior
Professional Services • Consulting • Financial Services
The Role
The Sales Support Associate assists the sales team with administrative tasks, CRM management, customer inquiries, and coordination of leads to enhance operational efficiency and revenue growth.
Summary Generated by Built In

As a Sales Support Associate, you will provide critical administrative, operational, and logistical assistance to the sales team to boost efficiency and help drive revenue. This role requires strong organizational, communication, and multi-tasking skills.

As a premier consulting and technology firm, alliant is focused on providing solutions to help businesses transform and be on their ongoing growth partner.

Responsibilities
  • Manage CRM records (notes, updates, next steps, and pipeline reports), scheduling meetings, LinkedIn prospect communications, preparing/editing presentations, proposals, and other client communications.
  • Act as a point of contact for customer inquiries and schedule meetings/calls; ensure follow-up activities are scheduled and on track.
  • Coordinate shared leads, gathering preliminary information and schedule internal meetings.
  • Research prospects, market trends, track sales quotas, maintain sales materials/library, and coordinate across departments (e.g. marketing campaigns and logistics)
  • Provide administrative support to the team.
Qualifications
  • High school diploma required; Bachelor’s degree in business or related field is preferred
  • Preferred 2+ years of experience in sales, customer service, or administrative sales support roles.
  • Exceptional organizational, communication, and time-management skills.
  • Proficiency in CRM software (e.g., Salesforce), Microsoft Office Suite, and data analysis; proficiency with Microsoft Office Suite and other relevant software applications.
  • Ability to effectively manage multiple tasks in a fast-paced high-performance environment.
  • Thrive in a competitive, entrepreneurial environment.
  • High sense of urgency with the ability to meet deadlines and changing priorities.
  • Receptiveness to performance feedback within a team environment is essential.
  • Candidate must reside or relocate to Houston, TX.

alliant offers a comprehensive compensation and benefits package including 100% employer paid medical/dental premiums for single coverage in certain options, 401(k) matching, PTO, company provided life insurance and disability, onsite gym and group fitness classes, paid covered parking, daily allowance for onsite café and Starbucks, and more!

Do Work That Matters. alliant

Skills Required

  • High school diploma
  • Bachelor's degree in business or related field
  • 2+ years of experience in sales, customer service, or administrative sales support roles
  • Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite
  • Exceptional organizational, communication, and time-management skills
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The Company
Houston, TX
830 Employees
Year Founded: 2002

What We Do

alliantgroup, LP is the leading international tax specialty services provider, working with CPA firms and their clients to ensure companies receive the full benefit of federal and state tax incentives to create jobs and spurring innovation. No other firm has alliantgroup's combination of talent, resources, and experience to substantiate business claims. We hear time and again from our clients how much they value our industry knowledge, attention to detail, and consideration for their time. Our people and culture set us apart as a firm, and our staff includes professionals from a diverse array of fields, including architecture, engineering, software development, chemistry, and accounting. alliantgroup also maintains an active Strategic Advisory Board of former law and policymakers, bringing a deep bench of expertise from Washington insiders on the forefront of tax legislation. In addition, our firm works closely with industry and CPA organizations to educate and spread the word of the many credits and deductions available to small to medium-sized businesses.

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