Sales Support Associate - Pasadena, CA

KBKG LLC, a Specialty Tax provider, empowers CPA firms to connect with their customers in a comprehensive and consultative manner. We are fast-growing, the most innovative in the industry, and named one of the Best of the Best firms by Inside Public Accounting.? We help CPAs determine tax incentives that benefit their clients, and we are committed to handling each client relationship with care and diligence. Our ability to work seamlessly with CPAs is the reason so many leading firms and businesses across the nation utilize our expertise and trust KBKG with their clients. By partnering state-of-the-art technology with the best and brightest employees in the industry, we foster a culture of constant innovation and growth. We are hybrid and in the office 3 days a week.

Job Description

The Sales Support Associate at KBKG could be the right fit for your career move. The Sales Support Associate is a key member of the sales team who provides administrative, logistical, and customer support to help the sales team achieve their goals. These activities include, but are not limited to, managing activities through CRM, gathering data from the client or key stakeholders to prepare proposals and engagement letters, scheduling and joining client calls, and ensuring the sales process is moving along in a timely manner. Our Managers will work with you to set career development goals to ensure growth.

Responsibilities

• Prepare accurate, timely proposals and engagement letters by collecting required information from clients and account owners and coordinating with internal teams.
• Maintain accurate accounts, opportunities, tasks, and activity records in Salesforce to track client interest, sales status, and next steps.
• Support regional pipeline progression by monitoring follow-ups, identifying bottlenecks, and coordinating with account owners to address outstanding actions.
• Proactively follow up with clients and prospects to obtain missing information, provide updates, and respond to routine inquiries while maintaining the Account Manager or Account Director as the primary relationship owner.
• Coordinate calls and meetings to connect qualified prospects with account owners and advance opportunities through the sales process.
• Route technical, complex, or strategic questions to the account owner or appropriate internal resource, obtaining required approvals for pricing, scope, technical conclusions, and commitments.
• Maintain responsive communication with clients, alliance partners, and referral sources; build rapport and share approved, relevant industry updates to support a positive client experience.
• Achieve or exceed individual Sales Support goals.
• Provide administrative and logistical support to the Sales Team, Partners, and Directors as needed.