Remote Otter LogoRemoteOtter

Sales Support Specialist - Remote

Posted 2 days ago
Sales / Business
Full Time
USA

Overview

The Sales Support Specialist administers the onboarding process for new dealer and manufacturer credit line requests, ensuring a satisfactory applicant/customer experience while maintaining data accuracy.

In Short

  • Contact prospects to obtain required information for onboarding.
  • Validate and input account data into the system of record.
  • Ensure compliance with legal, credit, and policy requirements.
  • Lead prospects through the onboarding cycle from application to activation.
  • Maintain tracking, reporting, and forecasting of active pipeline.
  • Expand and maintain product and brand knowledge.
  • Collaborate with internal and external customers.
  • Handle onboarding related tasks and special projects as needed.

Requirements

  • Bachelor’s Degree in business, finance, or economics.
  • 3+ years of experience in a customer-facing role or in banking/finance.
  • Exceptional attention to detail and organizational skills.
  • Excellent verbal and written communication skills.
  • Problem-solving skills.
  • 1-3 years of experience in sales, finance, or customer support.
  • Working knowledge of Salesforce and Credit basics.
  • Familiarity with UCCs.
  • Bilingual in French preferred.
  • Proficiency in Excel.

Benefits

  • Health insurance coverage.
  • Wellness program.
  • Life and disability insurance.
  • Retirement savings plan.
  • Paid leave programs and holidays.
  • Paid time off (PTO).
  • Incentive compensation plan eligibility.

C.C.F

Capstone Corporate Finance

Capstone Corporate Finance, a subsidiary of Huntington Bancshares Incorporated, is one of the largest and most active investment banking firms in the U.S., specializing in providing a comprehensive range of investment banking and financial advisory services to middle market companies. With over 20 years of experience, Capstone has established itself as a trusted advisor, offering services such as M&A advisory, debt and equity placement, corporate restructuring, and valuation. Headquartered in Boston, the firm boasts a team of over 175 professionals across multiple offices in the U.S. and operates through 12 dedicated industry groups, delivering sector-specific expertise to its clients. Capstone is committed to helping owners, investors, and creditors navigate each stage of a company's lifecycle, while also fostering a collaborative and innovative workplace culture.

Share This Job!

Save This Job!

Similar Jobs:

Twilio - University Programs logo

Sales Support Specialist - Remote

Twilio - University Programs

1 week ago

Twilio.org is looking for a Sales Support Specialist to enhance communication strategies for nonprofits and public sector organizations.

Worldwide
Full-time
Sales / Business
$66,700 - $83,400/year

GoFasti

Sales Support Specialist - Remote

GoFasti

2 weeks ago

Join GoFasti as a Sales Support Specialist, providing essential administrative support to the sales team while working remotely from Latin America.

Worldwide
Contract
Sales / Business
800 - 1000 USD/month

M.I.L

Sales Support Specialist - Remote

Medline Industries, LP

5 weeks ago

The Sales Support Specialist will assist in managing customer relationships and project implementations while gaining exposure to the Sales Representative role.

USA
Full-time
Sales / Business
70200USD/year
Envorso logo

Sales Support Specialist - Remote

Envorso

5 weeks ago

Envorso is looking for a Sales Support Specialist to enhance the efficiency of the sales process through operational support.

USA
Full-time
Sales / Business

airCFO

Sales Support Specialist - Remote

airCFO

5 weeks ago

The Sales Support Specialist will enhance the growth team's engagement with prospects by providing vital administrative and communication support.

Worldwide
Full-time
Sales / Business