Customer Support Manager

Customer Support Manager

Job Overview

We are seeking a highly organized and detail-oriented individual to support our sales team and help streamline the sales process. In this role, you will manage sales documentation, maintain CRM data, assist with proposals and contracts, and ensure smooth coordination between sales, finance, and customer success teams.

This position plays a critical role in improving sales efficiency, ensuring accurate data management, and supporting the overall revenue operations of the company.

Key Responsibilities

Sales Operations Support

• Provide administrative support to the sales team throughout the sales cycle.
• Assist in preparing sales proposals, quotes, contracts, and order forms.
• Maintain and update CRM records, ensuring accurate opportunity and customer data.
• Coordinate internal approvals for pricing, discounts, and special terms.

CRM & Data Management

• Manage customer and opportunity data within the CRM system.
• Ensure data accuracy, completeness, and compliance with company standards.
• Generate sales reports, dashboards, and performance metrics for leadership.
• Monitor pipeline data and flag inconsistencies.

Process & Workflow Coordination

• Support deal progression from proposal to closed-won and handoff to implementation or customer success.
• Coordinate with finance for invoicing and billing setup.
• Help track renewals, subscriptions, and contract updates.

Documentation & Compliance

• Maintain sales documentation including contracts, NDAs, pricing templates, and proposal materials.
• Ensure contracts follow company policies and approval workflows.
• Organize and maintain sales files and records.

Communication & Collaboration

• Serve as a liaison between sales, marketing, finance, and customer success teams.
• Help schedule sales meetings, demos, and internal reviews.
• Assist with onboarding new sales reps on tools and processes.

Qualifications

Required

• Strong organizational and multitasking skills
• Excellent written and verbal communication
• Sales documentation & contract support
• Time management and organization
• High attention to detail and data accuracy
• Proficiency in Google Workspace or Microsoft Office

Preferred

• Experience working with CRM systems (e.g., Salesforce, HubSpot)
• Experience in a SaaS or technology company
• Familiarity with subscription billing and contract management
• Experience with sales tools (e.g., Salesforce, HubSpot, Gong, DocuSign, PandaDoc)
• Understanding of SaaS sales cycles and revenue operations