Sales Support

Job Overview

As a Sales Support Specialist, you will be the engine behind our sales representatives. You’ll take the lead on ‘closing the loop’ after client meetings—extracting action items from AI-generated notes, managing CRM integrity, and coordinating travel. Your goal is to ensure that no client request falls through the cracks and that every ‘win’ is documented and handed over to Operations with 100% accuracy.

Responsibilities

• Record notes from voice notes and client interactions, action and file them using the Fathom AI tool.
• Action any requests that come out of client meetings, such as sample requests, information requests, future meetings, and next action into the CRM as directed by Sales Reps.
• Record order wins on the general company chat.
• Gather details to prepare quotes or submit quote requests through to Technical, forward to customers once reviewed by the Sales rep.
• Gather project details and ...