Sales Support Specialist page is loaded## Sales Support Specialistlocations: HYBRID - Bath, UKtime type: Full timeposted on: Posted 2 Days Agojob requisition id: ReqID 100088Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world's leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought about by this era of digital transformation, thanks to our business needs-driven approach, industry knowledge, cutting-edge technologies and experts. With its business-driven approach, in-depth industry knowledge, cutting-edge technologies and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its customers meet the challenges of this era of digital transformation.* With 950+ employees, we are a stable organization that offers career advancement opportunities and fosters a stimulant environment. If that’s not enough, then check out these other perks below:* Hiring Location: United Kingdom (Bath)* You are working hybrid in a collaborative workspace* Internal job title: Sales Support Specialist* The position is hybrid between 2 days at the office and 3 days remote* Full-time Permanent Role* Benefits day 1: Private Medical Insurance, Life Insurance, Pension Matched Contribution, etc.* Flexible hours* Number of hours per week: 37.5* Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University)**Role:** The Sales Support Specialist will play a crucial role in supporting sales activities, managing client accounts (especially for True-ups), and ensuring smooth operational processes. This position involves responding to inbound inquiries, assisting with client renewals, supporting demand generation campaigns, and maintaining accurate CRM records. **Your Day with Equisoft:*** **Lead Management:** Respond promptly to inbound leads from the HubSpot, website and email inquiries.* **Client Renewal Support:** Conduct outbound contact with smaller clients (based on renewal value and client size) at least 90 days before renewal is due.* **Renewal Process Coordination:** Initiate and manage the license renewal purchase order process, ensuring alignment with invoicing procedures.* **Demand Generation Support:** Assist in outbound demand generation campaigns through research, follow-ups, and proactive outreach.* **Account Management:** Serve as the primary contact/account manager for designated smaller clients, ensuring contract governance is maintained.* **Client Usage Monitoring:** Continuously track client service usage to identify and follow up on ‘True Up’ opportunities.* **Due Diligence Support:** Coordinate responses to due diligence requests and questionnaires.* **CRM Management:** Maintain up-to-date and accurate client records in HubSpot.* **Customer Service Reviews:** Support and coordinate Customer Service Review meetings to enhance client engagement and satisfaction.* **Contracts and Statements of Work (SOWs):** assist in the creation and SOWs and other related client contracts.**Requirements:****Technical*** Bachelor's Degree or College Diploma combined to 3 years of relevant experience* Minimum 1-2 yrs experience in Financial Services Software sales support, account management, or customer service.* Strong communication and relationship management skills.* Proficiency in CRM systems (HubSpot preferred) and Microsoft Office Suite.* Ability to manage multiple tasks efficiently and work collaboratively in a team environment.* Detail-oriented with excellent organizational skills.* Hybrid working available, minimum of 3 days a week in the Equisoft UK office (Bath).* Aspirations for software Sales would be an advantage**Soft skills*** Strong sense of organization and prioritizing* Analytical and problem-solving skills* Ability to communicate, write and synthesize information* Ability to multi-task in a rapid-paced environment* Team spirit, tact, diplomacy, autonomy, rigor, and disciplineEquisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
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