About the Position
- Role/Title: Sales Support Specialist
- Team: Sales
- Reporting To: Sales Manager/Operations Manager
- Work Location: Nashville, TN
- Travel Required: Up to 50%
- Compensation Range: $60k-$75k OTE
Stock & Option Solutions is currently seeking a Sales Support Specialist to provide essential support to the sales team, ensuring smooth operations and enabling the sales team to focus on generating revenue. This role involves managing customer inquiries, processing orders, preparing sales reports, and ensuring effective communication between sales and other departments.
The Role
The Work You’ll Do
The Expertise We’re Looking For
The Right Fit
See What We Can Offer You
The Role
The Role
At Stock & Option Solutions, we are a top-tier growing service company in equity compensation. We are seeking a passionate team player with a people-first mindset to join our team. We are seeking a Sales Support Specialist to provide essential support to the sales team, ensuring smooth operations and enabling the sales team to focus on generating revenue. This role involves managing customer inquiries, processing orders, preparing sales reports, and ensuring effective communication between sales and other departments. . The Sales Support Specialist plays a crucial role in enhancing customer satisfaction and supporting the sales team’s efforts to achieve their targets. Through demonstrated success, this role has the opportunity to receive promotions to take on greater sales responsibility.The Work You’ll Do
The Work You’ll Do
The responsibilities listed below are representative of the knowledge, skill and/or ability that may be required. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.Administrative Support:
- Assist the sales team with daily administrative tasks, including managing schedules, arranging meetings, and preparing documents.
- Handle customer inquiries via phone, email, or in-person, providing prompt and accurate information.
- Process sales orders, ensuring all necessary details are captured and entered into the system.
- Coordinate with logistics and operations to ensure timely delivery of products.
- Track and monitor the status of orders and provide updates to customers and the sales team.
- Resolve any order-related issues, such as delays, product availability, or payment discrepancies.
- Prepare and maintain sales reports, dashboards, and performance metrics for sales team and company management.
- Maintain accurate customer records in the CRM system.
- Assist in managing customer accounts, ensuring information is up-to-date.
- Support the sales team in follow-up activities, including thank-you notes, surveys, and feedback collection.
- Create and update sales presentations, proposals, and other sales collateral.
- Work closely with marketing, finance, and operations to align efforts and support sales initiatives.
- Facilitate communication between the sales team and other departments to ensure a seamless workflow.
The Expertise We’re Looking For
The Expertise We’re Looking For
Qualifications:
- High school diploma or equivalent; Bachelor’s degree in Business, Marketing, or a related field preferred.
- Previous experience in a sales support, administrative, or customer service role.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software.
- Strong communication and interpersonal skills.
- Excellent organizational and multitasking abilities.
- Attention to detail and accuracy in handling data.
- Experience with sales reporting and data analysis.
- Familiarity with sales processes and order management systems.
- Knowledge of professional services and/or equity compensation.
The Right Fit
The Purpose of Your Role / The Value You Deliver
- Customer-focused mindset with a commitment to providing excellent service.
- Ability to work under pressure and meet deadlines.
- Problem-solving skills and the ability to handle unexpected challenges.
- Team-oriented with a collaborative approach.
- Aligns with our company core values of Integrity, Opportunity, Passion, Excellence and Teamwork
See What We Can Offer You
See What We Can Offer You (Benefits / Perks)
We are committed to diversity and inclusion, and demonstrate our values through competitive pay, fantastic benefits, and access to all reasonable accommodations. As a member of the Stock & Option Solutions team, you have these benefits available to you.
- Comprehensive medical, dental and vision insurance
- Remote work with flexible schedules
- Flexible 401k with match
- Competitive pay
- Paid Time off and paid holidays
- Basic Life Insurance at no cost to employee
- EAP Plan access
- Training & education opportunities
- Team-building events & programs
- Referral bonus
- Access to thousands of corporate retail discounts
- Disability, life, and accidental insurance options
- Health and dependent care flexible spending plans
A Few Extras for You…
- You’ll have available to you a career path with achievable growth opportunities.
- You’ll have the opportunity to contribute to the development of the organization and increase brand awareness as the best place to work in our industry.
- You’ll be encouraged to grow your skillset and personal brand while learning about equity compensation and strengthening your sales expertise.
All About You
- Are you a results-driven, self-motivated professional with equity compensation experience?
- Would you like to experience resume, expertise and career growth at an exponential rate?
- Would you like to have a more balanced work-life where you are highly compensated for your extra time and effort?
- We want to meet you! Click on EasyApply to apply and let us know you’re interested. Let’s get some time on the calendar!
The Work You’ll Do
The responsibilities listed below are representative of the knowledge, skill and/or ability that may be required for a particular engagement. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.
- Stock plan administration and/or management activities
- Customer service to support employee inquiries on a variety of topics and issue-resolution related to equity compensation
- Work with industry software and vendors to effectively manage our clients’ plans
- Work with clients’ internal and external business partners, cross-functionally
- Maintenance of employee equity database
- Stock plan financial reporting activities/support
- Stock plan reconciliation activities/support
- SEC, audit and external reporting activities/support
- Participant education and training activities/support
- New plan roll outs and communications
- Management of project activities/support
- Follow, enhance and/or create policies and procedures of our clients
- Recognize opportunities for enhancement/implementation of best practices
- Assist in various other stock plan projects and initiatives as needed
The Expertise We’re Looking For
- Bachelor’s Degree or equivalent relevant industry experience
- Stock plan administration experience
- ECA or CEP candidates, preferred
- Proficient in MS Office applications (Word, Excel, PowerPoint)
- Proficiency and/or experience with industry platforms (direct)
- Experience with Equity Edge Online (EEO), Shareworks, or Fidelity PSW, preferred
- Experience with Carta, Certent, Schwab Equiview or other platforms, welcomed
- Equity compensation vendor experience is a plus
- Accounting and/or paralegal knowledge is a plus
The Expertise We’re Looking For
- Bachelor’s Degree or equivalent relevant industry experience
- Stock plan administration experience
- ECA or CEP candidates, preferred
- Proficient in MS Office applications (Word, Excel, PowerPoint)
- Proficiency and/or experience with industry platforms (direct)
- Experience with Equity Edge Online (EEO), Shareworks, or Fidelity PSW, preferred
- Experience with Carta, Certent, Schwab Equiview or other platforms, welcomed
- Equity compensation vendor experience is a plus
- Accounting and/or paralegal knowledge is a plus
The Expertise We’re Looking For
- Bachelor’s Degree or equivalent relevant industry experience
- Stock plan administration experience
- ECA or CEP candidates, preferred
- Proficient in MS Office applications (Word, Excel, PowerPoint)
- Proficiency and/or experience with industry platforms (direct)
- Experience with Equity Edge Online (EEO), Shareworks, or Fidelity PSW, preferred
- Experience with Carta, Certent, Schwab Equiview or other platforms, welcomed
- Equity compensation vendor experience is a plus
- Accounting and/or paralegal knowledge is a plus
The Right Fit
- Consummate professional with a service-mentality and a commitment to delivering Peace of Mind to all internal, external and client partners
- Excellent written and verbal communication, and the ability to convey important information clearly and effectively
- Exhibits strength in presentation and speaking skills
- Able to complete multiple tasks in a timely manner, independently with minimal supervision
- Works effectively on their own and in a team environment, with a willingness to train/coach others, as needed
- Shows interest in development of own professional brand/persona
- Exhibits exceptional organizational skills, attention to detail and work ethic
- A compliance-focused, process-oriented, analytical individual who is also flexible and can excel in a fast-paced and rapidly evolving environment
- Able to maintain focus on continuous improvement, issue-resolution, problem-solving and follow-through
- Able to maintain strict confidentiality in an open and transparent environment
- Delivers a high level of service and support while exercising judgement, diplomacy and discretion in handling sensitive and confidential information
- Has the ability to communicate and partner with cross-functional teams (such as Legal, Payroll, Finance, Accounting, HR) at all levels
- Aligns with our company core values of Integrity, Opportunity, Passion, Excellence and Teamwork
How Your Work Impacts the Organization
You will be delivering peace of mind to our internal, external and client partners.
Our team strives to retain and continue to build a reputation of consistent, reliable, best-in-class equity compensation service and solutions as a long-term strategic partner to our clients. We aim to be a long-term career ‘home’ and strategic partner to our team and all equity compensation professionals in our community. Our marrying of these two ideals ensures the steady strength and growth of our organization, through the retention of our clients, the engagement and quality of our team, and our ability to maintain our position and reputation as the leader in equity compensation human capital solutions.
We are growing a community of equity compensation professionals, leading the way in creating a community of best practices, learning, sharing, coaching, continuing education and connection.
See What We Can Offer You
We are committed to diversity and inclusion, and demonstrate our values through competitive pay, fantastic benefits, and access to all reasonable accommodations. As a consultant on our team, you are a member of the Stock & Option Solutions team, and you are a Stock & Option Solutions employee.
- Comprehensive medical, dental and vision insurance
- Remote work with flexible work schedules
- Flexible 401k with match
- Competitive Pay
- Paid time off and paid holidays
- Automatic enrollment in Basic Life Insurance at no cost to employee
- EAP Plan access
- Training & education opportunities
- Team-building events & programs
- Referral bonus
- Access to thousands of corporate retail discounts
Disability, life and accidental insurance options - Medical and dependent care flexible spending plans
A Few Extras for You…
You’ll have access to our team of expert Senior Stock Plan Professionals when you need advice.
You’ll be able to gain experience in working with all different types of clients.
You’ll be encouraged to grow your skillset and personal brand while learning new processes, stock plans and software systems.
We invite you to Find your peace of mind at sos-team.com/career-opportunities
Stock & Option Solutions is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or other protected status as required by law. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at [email protected].
Join Our Team
Apply by filling out our form or call us at 408.979.8700
Stock & Option Solutions is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or other protected status as required by law. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at [email protected]
