Sales Support Specialist

IoniaPay is a rapid-growth startup with products already in market, and they are seeking a Sales Support Specialist. This role is responsible for coordinating sales-related activities, ensuring efficient progress across the pipeline, and supporting Business Development in growing accounts and generating new opportunities.

Responsibilities

• Monitor pipeline activity and ensure all new agent, or referral with merchant opportunities are progressing through required stages
• Follow up with Business Development to ensure next steps, documentation, and actions are completed
• Identify stalled activity or missing items and proactively drive resolution
• Maintain visibility into pipeline status and ensure accurate tracking in CRM
• Follow up with resellers and referral partners to ensure completion of required paperwork and onboarding items
• Track outstanding requirements and maintain accountability across external partners
• Ensure partners have completed all necessary steps to move forward in the process
• Support ongoing communication to keep partners engaged and progressing
• Maintain accurate and up-to-date CRM records across leads, contacts, and pipeline activity
• Ensure all required fields, notes, and updates are properly captured
• Perform regular data hygiene checks to maintain accuracy and consistency
• Coordinate onboarding and training sessions for resellers, referral partners, and internal sales team members
• Maintain training materials, documentation, and onboarding resources
• Ensure all stakeholders are aligned on current product offerings and updates
• Generate and distribute pipeline reports, activity summaries, and status updates
• Track progress against key milestones and flag risks or delays
• Coordinate internal meetings, reviews, and alignment sessions
• Serve as the central point of coordination across Sales, Marketing, Operations, Compliance, and Finance
• Ensure all teams are aligned on requirements, timelines, and outstanding items
• Support operational consistency across onboarding, documentation, and partner requirements
• Identify gaps or inefficiencies in workflow, communication, or execution
• Contribute to development of SOPs, checklists, and tracking systems
• Support improvements in CRM usage, reporting, and operational processes

Skills

• 1–3 years of experience in sales support, coordination, operations, or administrative roles, preferably in fintech, SaaS, or payments
• Experience working with CRM systems such as Salesforce or HubSpot
• Strong organizational skills and attention to detail
• Ability to manage multiple workflows and follow-ups simultaneously
• Strong communication skills with both internal teams and external partners
• Ability to drive accountability without direct authority
• Experience working with reseller, referral, or partner-based sales models
• Familiarity with onboarding workflows and documentation tracking
• Experience supporting cross-functional teams in a fast-paced environment

Benefits

• Discounted medical/dental/vision
• Stock options
• 401(k) match
• Flexible vacation
• Standard holidays

Company Overview