Sales Support Specialist job description.
A sales support specialist assists the sales team with administrative and operational tasks that keep the sales process running smoothly, including order processing, CRM maintenance, and customer follow-up. They act as a liaison between sales, operations, and customers to ensure accurate and timely order fulfillment.
The Sales Support Specialist job description · $29
The full editable .docx — role summary, 8 worked responsibilities, qualifications, and skills, formatted for your letterhead. Delivered to your inbox within 24 hours — usually instantly.
Role: Sales Support Specialist Reports to: Sales Manager or Sales Operations Manager
A sales support specialist assists the sales team with administrative and operational tasks that keep the sales process running smoothly, including order processing, CRM maintenance, and customer follow-up. They act as a liaison between sales, operations, and customers to ensure accurate and timely order fulfillment.
- Process sales orders, quotes, and contracts accurately and on time
- Maintain and update customer and opportunity records in the CRM system
- Respond to customer inquiries regarding orders, pricing, or account status
What's inside the document.
One-paragraph plain-English explanation of the role's outcome and scope.
8 responsibilities phrased the way the work is actually done.
4 qualifications a candidate must have to perform on day 30.
3 qualifications that would make a candidate excellent in year two.
5 skill chips you can copy directly into your ATS.
Sales Manager or Sales Operations Manager
A complete document set.
- Word document (.docx) — fully editable
- PDF — signature-ready
- Google Docs — one-click copy to your Drive
- 12 months of updates to this document
- Commercial-use licence for internal and client work
The work, not the title.
- Process sales orders, quotes, and contracts accurately and on time
- Maintain and update customer and opportunity records in the CRM system
- Respond to customer inquiries regarding orders, pricing, or account status
- Prepare sales reports, presentations, and proposal materials for the sales team
- Coordinate with operations, shipping, and billing on order fulfillment issues
- Track sales pipeline data and flag discrepancies or delays
- Support sales reps with scheduling, follow-up, and lead qualification tasks
- Assist with onboarding new customers and maintaining account documentation
Required — and what would make a candidate excellent.
- High school diploma or equivalent; associate degree preferred
- 1+ years of experience in an administrative or customer service role
- Proficiency with CRM software and general office applications
- Strong organizational skills and attention to detail
- Experience supporting a B2B sales team
- Familiarity with order management or ERP systems
- Prior exposure to sales reporting or forecasting
Eight steps from download to publish.
- 01Open the Sales Support Specialist job description in Word or your one-click Google Docs copy.
- 02Replace placeholders for company name, reporting line, and location with your specifics.
- 03Tighten the summary to one paragraph that names the team's outcome, not just the role.
- 04Edit the responsibilities to match the actual scope of the seat — aim for 6 to 8 items, not 12.
- 05Separate required qualifications from preferred. Required is what a candidate must have to do the work on day 30; preferred is what would make them excellent in year two.
- 06Add salary range guidance using BLS, Payscale, or your own band data — do not copy generic figures.
- 07Have the hiring manager and one peer read it. Cut anything that wouldn't survive a candidate question.
- 08Publish to your ATS, intranet, and external careers page.
The right document at the right moment.
Use this Sales Support Specialist job description any time you are opening or reopening a seat at this level. The entry band sets the calibration — copy the document, tighten it to your specific scope, and circulate to the hiring panel before the first interview.
The reporting line (Sales Manager or Sales Operations Manager) and skills list are starting points. Override either if your org structure or stack differs from the norm — the template is a draft, not a contract.
Honest answers before you download.
- How does sales support differ from a sales representative role?
- Sales support specialists handle the administrative and operational side of the sales process, such as order entry and CRM upkeep, while sales representatives focus on direct customer selling and closing deals.
- Is prior sales experience required?
- Not typically. Employers usually look for strong administrative, organizational, and customer service skills rather than direct selling experience.
Other documents in this neighbourhood.
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Sales Assistant
A Sales Assistant supports a retail or B2B sales team with day-to-day administrative and customer-facing tasks.
Customer Service Representative
A Customer Service Representative handles customer inquiries, complaints, and requests across phone, email, and chat.
This Sales Support Specialist job description is a professionally drafted starting point for your hiring process and is not legal advice. Hiring practice varies by jurisdiction (e.g. pay-transparency laws differ across US states and AU jurisdictions). Adapt this document for your specific location and have employment counsel review any clauses you add before publishing. Salary varies by region, employer type, and experience. Reference BLS or current industry surveys for ranges. Full disclaimer.