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Secure Insight · 10 hours ago

Sales and Client Support Assistant

Hamilton, NJ

Full-time

Hybrid

Entry Level

2+ years exp

Secure Insight is an innovative leader in mortgage industry fraud deterrence technology, and they are seeking an organized and proactive Sales and Customer Support Assistant to support their sales team. This full-time remote role involves administrative support, sales operations assistance, and acting as a liaison between various teams to ensure client satisfaction and operational efficiency.

FinanceFinancial ServicesRisk Management

Hiring Manager

Amanda Padd

Responsibilities

Manage calendars, schedule meetings, and coordinate travel arrangements for Sales Team; assist in planning webinars and client meetings; prepare and distribute sales reports, presentations, and collateral materials

Track sales pipelines using Salesforce; update customer records, process quotes, follow-up on leads and maintain data accuracy

Generate performance reports on key metrics; identify trends and provide insights to support data-driven decision-making

Handle inquiries, troubleshooting problems, resolving complaints, documenting interactions in a CRM, ensuring satisfaction, while maintaining strong communication, and problem-solving skills to build client loyalty

Act as a liaison between Sales, Marketing, and Customer Success teams to ensure alignment on campaigns, customer feedback, and resource allocation

Qualification

SalesforceSales analytics toolsMicrosoft Office SuiteB2B sales experienceMortgage industry knowledgeSocial media knowledgeMarketing campaign designOrganizational skillsWritten communicationVerbal communication