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Sales Support Associate

2 months ago

Jacksonville, Florida, United States AD Solutions Full time
Job Title: Sales Support Associate

We are seeking a highly organized and detail-oriented Sales Support Associate to join our team at AD Solutions. This role will provide administrative and system support for assigned sales representatives, assist with financial and administrative functions, and cross-train to assist other Leasing associates as needed.

Key Responsibilities:
  • Provide administrative and system support for assigned sales representatives.
  • Assist with financial and administrative functions and projects as requested by management.
  • Cross-train to assist other Leasing associates as needed.
  • Provide reports, invoices, and other documentation needed for Sales/Service.
  • Prepare documents for execution: Coordinating, routing, and reviewing final lease packages.
  • Set up new customers in the customer database system, obtaining additional information when necessary.
  • Assign master agreement numbers and process through the appropriate systems.
  • Set up new customer account records and correct existing accounts as needed.
  • Process customer data changes and make filing entries of the actions taken.
  • Make outbound calls to obtain necessary information, on behalf of the client, when actual data is unavailable.
  • Collate and record support performance data, collect information as agreed, and maintain records.
Requirements:
  • Bachelor's degree in Finance, Business Administration, or a related field.
  • 2+ years of experience in finance, sales administration, or a related role.
  • Proficiency in Microsoft Office Suite, particularly Excel & Google sheets.
  • Strong analytical skills with the ability to interpret financial data and create reports.
  • Excellent organizational and time management skills with the ability to handle multiple tasks simultaneously.
  • Strong communication skills, both written and verbal, with the ability to work effectively with cross-functional teams.
  • Should be able to work independently and as a part of a team, and have a high degree of accuracy and attention to detail.