Deal Support Specialist
2 days ago
Vertafore is a leading technology company that provides innovative software solutions to the insurance industry. Our mission is to move InsurTech forward by putting people at the heart of the industry.
We are seeking a highly motivated and detail-oriented individual to join our team as a Deal Support Specialist. As a key member of our sales support team, you will be responsible for partnering with sales teams to assist with the creation of customer-facing documents and ensuring the integrity of data in our CRM (Salesforce.com).
The ideal candidate will have excellent verbal communication skills, a passion for supporting sales teams, and a strong attention to detail. You will be working in a fast-paced and collaborative environment, and you will have the opportunity to learn and grow with our company.
Key Responsibilities:
- Partner with sales teams to assist with the creation of quotes and opportunities in Salesforce
- Learn and utilize best practices around the quoting process to ensure accuracy and efficiency
- Identify process gaps and data issues and partner with team lead to resolve
- Monitor and triage sales request ticket queue
Requirements:
- Associate's degree preferred, but not required
- 1-3 years of relevant work experience
- Experienced with Salesforce.com preferred
Additional Requirements:
- Travel required up to 10% of the time
- Occasional lifting and/or moving up to 10 pounds
- Frequent repetitive hand and arm movements required to operate a computer
Vertafore is a drug-free workplace and conducts pre-employment drug and background screenings. The selected candidate must be legally authorized to work in the United States.
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