Sales Support Specialist

About the Role

As a Sales Support Specialist, you’re the operational engine behind the sales process: owning the details, timelines, and follow-ups that drive results. You’ll work on-site at our Columbus, Ohio office, partnering directly with a high-performing Salesperson/Account Executive, supporting both strategic client work and day-to-day execution.

You’ll also work cross-functionally with our Account Coordinators, ensuring all documentation, account materials, and backend processes are aligned across teams. This is a critical role for someone who thrives on managing details, coordinating moving parts, and helping a sales team exceed expectations.

This isn’t just a “support” job; it’s about orchestrating momentum. Your ability to anticipate needs, organize chaos, and communicate clearly will have a direct impact on how well we serve clients and grow accounts.

What It Means to Report to a Salesperson

You’ll be the right-hand to a Sales Lead, which means:

• Sitting in on account calls or reviews to take notes and track follow-ups
• Prepping materials and reports before meetings or buyer pitches
• Monitoring timelines, item selections, and PO deadlines for that rep’s accounts

You’re not just helping them, you’re helping the account succeed.

Key Responsibilities

Sales Operations & Coordination

• Manage sales tracking tools and reporting systems to ensure visibility into account performance
• Delegate leads to appropriate contacts and ensure lead documentation is clean and current
• Track key buyer and vendor deadlines; ensure your Salesperson and the Admin Coordinator are aligned
• Prepare materials for client reviews, line presentations, new item submissions, and strategic meetings

Client & Internal Communication

• Be a reliable point of contact for customer inquiries, follow-ups, and meeting scheduling
• Assist with client-facing communication: emails, call notes, data requests, product specs
• Schedule buyer meetings, sample sends, product reviews, and line walkthroughs
• Flag unusual account activity or operational issues to your Salesperson or Manager

Data & Documentation

• Enter and maintain clean data across CRM systems, shared drives, and internal tracking tools
• Keep product files, pricing sheets, sales forecasts, and item specs up to date
• Audit key reports and assist in creating visual decks or summaries for client-facing use
• Coordinate with the Administrative Coordinator to maintain organized digital and physical records

Team & Process Enablement

• Collaborate with Account Coordinators and Sales Support peers to drive cross-functional consistency
• Identify gaps, bottlenecks, or inefficiencies and bring forward ideas to streamline operations
• Coach or mentor junior account support staff (if applicable)

What You Bring

• Experience: 2–4 years in sales support, customer service, or operations within CPG, retail, or brokerage
• Organization: You thrive in detailed workflows, color-coded spreadsheets, and complex timelines
• Communication: You write clearly, follow up consistently, and keep everyone in the loop
• Tech Fluency: CRM systems, Excel/Google Sheets, shared drives, cloud docs, and deck creation tools

Nice-to-Haves

• Familiarity with product submissions and item forms for major retailers (e.g., Kroger, Meijer, etc.)
• Presentation skills (PowerPoint, Canva, etc.)
• Experience managing internal trackers or reporting dashboards
• Background in a broker, distributor, or CPG sales environment

Why This Role Matters

This role is essential to account success. You’re the one who ensures no detail gets dropped, no deadline is missed, and no sales opportunity slips through the cracks.