Sales Support Specialist

Sales Support Specialist — Vanguard Solutions Group

Dallas, TX | January 2024 – Present

• Administered CRM database hygiene in Salesforce for 24 account executives, reducing duplicate lead entries by 38% and reclaiming 12 hours of weekly sales activities through automated workflow rules.
• Coordinated the quote-to-cash workflow for 150+ monthly sales transactions, resolving order discrepancies with billing and shipping departments to reduce contract processing time by 25%.
• Audited weekly sales performance dashboards using Power BI and Microsoft Excel, delivering pipeline metrics reports to 3 regional directors to identify bottlenecks and improve forecast accuracy by 18%.
• Onboarded and trained 8 new sales representatives on CRM functionality and quoting tools, reducing individual onboarding time to full productivity by 15 days compared to prior years.

Sales Support Coordinator — Apex Merchant Services

Austin, TX | June 2021 – December 2023

• Managed lead qualification and routing processes using HubSpot Sales Hub and ZoomInfo, passing 450+ marketing-qualified leads monthly to the outbound sales team with a 99% accuracy rate.
• Developed 12 standardized sales presentation templates and proposal layouts in collaboration with marketing, increasing the pitch win-rate of the sales team by 14% over a 12-month period.
• Resolved an average of 45 client onboarding issues weekly, coordinating with product and support teams to decrease new customer transaction setup delays by 33% on average.
• Processed and archived 300+ sales agreements and NDAs quarterly using DocuSign, ensuring 100% compliance with corporate legal protocols and reducing contract turnaround times by 4 hours.

Sales operations, CRM administration, Pipeline management, Lead qualification, Order processing, Quote-to-cash workflow, Contract compliance, Salesforce CRM, HubSpot Sales Hub, ZoomInfo, Microsoft Excel, Power BI, DocuSign, Slack, Customer onboarding

Salesforce CRM Migration & Cleanup

Role: Project Lead / Sales Support Specialist

Tools: Salesforce, Microsoft Excel, Slack

Led a 4-month database cleanup and custom field implementation, migrating 12,000 lead records, deleting 3,400 duplicates, and improving overall CRM report accuracy by 96%.

Automated Lead Routing Workflow

Role: Workflow Designer

Tools: HubSpot Sales Hub, ZoomInfo, Zapier

Designed and implemented an automated lead enrichment and assignment framework, reducing lead-to-rep routing time from 8 hours to under 5 minutes and increasing sales response rates by 22%.

• Salesforce Certified Administrator (2023)
• HubSpot Sales Software Certification (2022)

• Languages: English (Native), Spanish (Conversational)
• Volunteer Work: Event support coordinator for local food bank distribution (2022–present)
• Availability: 2 weeks notice