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ICBD Holdings logo
ICBD Holdings

ICBD Holdings integrates HR, information technology, billing, and marketing solutions to its family of companies.

Sales Support Specialist

Customer SupportCustomer SupportFull TimeRemoteSeniorTeam 51-200Since 2019H1B SponsorCompany SiteLinkedIn

Location

Florida

Posted

6 days ago

Salary

0

Seniority

Senior

High SchoolEnglish

Job Description

Sales Support Specialist

ICBD Holdings

• Maintain accurate and up-to-date Salesforce data across referral accounts, outreach activities, and events, ensuring strong CRM hygiene and reporting visibility • Ensure consistent documentation of referral partner interactions, outreach efforts, and event activity • Provide basic Salesforce support, including guidance on data entry, activity tracking, and adherence to established processes and standards • Assist with onboarding and training of Business Development representatives and Executive Directors on Salesforce usage and expectations • Support preparation for community outreach, presentations, referral partner meetings, and engagement activities • Coordinate logistics and materials for events, including lunch-and-learns and other outreach initiatives • Track and monitor referral partner engagement and event activity across assigned markets • Assist with onboarding coordination by facilitating system access, distributing materials, and providing guidance on tools and processes • Coordinate ordering and distribution of marketing and outreach materials to support field teams • Respond to field requests and provide administrative support to enhance execution across service areas • Support tracking and reporting of outreach metrics, event performance, and CRM activity audits • Assist with data cleanup, reporting preparation, and overall sales operations support

Job Requirements

  • High School diploma, Bachelors Degree preferred
  • Maintain accurate and up-to-date Salesforce data across referral accounts, outreach activities, and events, ensuring strong CRM hygiene and reporting visibility
  • Ensure consistent documentation of referral partner interactions, outreach efforts, and event activity
  • Provide basic Salesforce support, including guidance on data entry, activity tracking, and adherence to established processes and standards
  • Assist with onboarding and training of Business Development representatives and Executive Directors on Salesforce usage and expectations
  • Support preparation for community outreach, presentations, referral partner meetings, and engagement activities
  • Coordinate logistics and materials for events, including lunch-and-learns and other outreach initiatives
  • Track and monitor referral partner engagement and event activity across assigned markets
  • Assist with onboarding coordination by facilitating system access, distributing materials, and providing guidance on tools and processes
  • Coordinate ordering and distribution of marketing and outreach materials to support field teams
  • Respond to field requests and provide administrative support to enhance execution across service areas
  • Support tracking and reporting of outreach metrics, event performance, and CRM activity audits
  • Assist with data cleanup, reporting preparation, and overall sales operations support

Benefits

  • 21 paid days off (15 PTO days increasing with tenure, plus 6 paid holidays)
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) options
  • Medical, dental, vision, long-term disability, life insurance, AD&D insurance, and GAP Plan (TransAmerica)
  • Generous 401(k) with up to 6% employer match
  • 100% employer-paid maternity/paternity leave for up to 5 weeks
  • Tuition reimbursement up to $2,500 per semester
  • EAP (unlimited counseling 24/7), BeyondMed (discounts on wellness and elective healthcare services), PerkSpot (discounts on top brands), Pet Insurance (Nationwide), and On the GoGa wellbeing hub

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