National Sales Associate
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Job Description
National Sales Associate fostering client relationships and supporting the National Sales Team's operations remotely. Handling administrative tasks to enable effective sales strategies and client engagement.
Responsibilities:
- Support client relationships through preparation and distribution of monthly and quarterly commission reports, program updates, and final invoicing documentation.
- Coordinate commission invoice requests and partner with Accounting to ensure accuracy and timely payment.
- Gather and organize client background information, preferences, and meeting history to support tailored client solutions.
- Maintain accurate Salesforce account records including commissions, contracts, SOWs, and client preference data for organization-wide visibility.
- Support direct client communications on behalf of National Sellers, including introductions to Territory Teams during travel or PTO coverage.
- Ensure timely and accurate completion of client RFI requests.
- Assist with client transitions between National and Territory Sales Teams to ensure continuity and clarity.
- Run reporting to assist National Sellers with prospecting, pipeline management, and opportunity follow-up.
- Enter and route inbound leads to appropriate Territory Teams, facilitating introductions when needed.
- Provide logistical support for sales activities including site visits, client meetings, agendas, travel arrangements, registration, transportation, and client gifting.
- Support planning and execution of client FAM experiences, including ideation, supplier outreach, partner vetting, invoice processing, and internal coordination.
- Assist with preparation for industry events, including meeting coordination, gifting, reservations, and pre-event logistics.
- Support development of client presentations, proposals, and Tier 1 quarterly and annual business review materials.
- Represent the company professionally while supporting National Sellers at events and client engagements.
- Partner with sales leaders to develop branded materials and visual assets using Canva and other presentation tools.
- Provide day-to-day operational support that enables National Sellers to achieve revenue, GP, and client satisfaction goals.
- Assist National Sellers with tailored outreach campaigns, discovery meeting scheduling, and tracking of prospect engagement activity.
- Support Salesforce pipeline hygiene through regular audits, data validation, and activity tracking.
- Assist with CRM audits and data cleanup to ensure pipeline accuracy.
- Monitor pipeline progression and help ensure opportunities advance efficiently through sales stages.
- Monitor assigned task lists to ensure timely follow-up on active leads and opportunities.
- Support overall pipeline hygiene through consistent data entry and reporting practices.
- Maintain highly accurate Salesforce records across assigned team members, ensuring opportunity stages, pipeline status, and activities reflect real-time updates.
- Review pipeline and performance reports regularly and prepare summaries for leadership and team discussions.
- Support Tier 1 Account Annual Business Reviews and quarterly reporting processes.
- Assist in account-level forecasting preparation and collaborate with managers to validate projections.
- Support team-wide forecasting efforts by ensuring data integrity and reporting consistency.
- Serve as a key internal resource for Territory and CSG Teams regarding National Account questions and coordination.
- Support National Sellers by coordinating contracting processes with Legal and Procurement teams.
- Build working knowledge of client preferences, engagement history, and service expectations.
- Support internal communication of client updates, preferences and service expectations to Territory Teams.
- Share critical client information that impacts pricing, service delivery, and relationship management.
Requirements:
- Experience in sales support, hospitality, events, or administrative coordination roles preferred
- Highly organized with strong attention to detail and the ability to manage multiple priorities effectively
- Strong written and verbal communication skills
- Proven time management and task prioritization abilities in a fast-paced, deadline-driven environment
- Collaborative team player with a proactive mindset and eagerness to learn
- Developing analytical and problem-solving skills with the ability to support data-driven decision making
- Working knowledge of CRM systems (Salesforce preferred) and ability to maintain accurate data
- Proficiency in Microsoft Office and presentation tools (PowerPoint, Canva, Publisher, Figma)
- Experience supporting senior-level sales professionals preferred
- Ability to quickly learn new systems and tools, including ActiveCampaign
Benefits:
- Health insurance
- 401k with company match (eligible after 1 year – up to 4% of salary matched, vested immediately)
- Monthly cell phone stipend
- Paid day off to serve your local community
- Annual all-company retreat to connect, learn, and have fun together
- Annual qualifier-based incentive trip for top performers (certain departments eligible)
- Regional team outings
- Monthly companywide meetings to connect, learn, and celebrate wins
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