Sales Support Specialist at Blue Ridge Associates

Charlottesville, Virginia, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Jun, 26

Salary

33.0

Posted On

03 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Contract Management, DocuSign, Salesforce CRM, Proposal Preparation, RFP Response, Agreement Creation, Workflow Management, Data Entry, Opportunity Tracking, Reporting, Attention To Detail, Verbal Communication, Written Communication, Client Services Support, Sales Support, Onboarding Handoff

Industry

Financial Services

Description

Description Where Sales Support Expertise Meets Purpose-Driven Impact Use your expertise to support the sales engine helps employees across the country build financial independence. At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people. Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for retirement plan professionals and sponsors to provide wealth-building benefits to business owners and their employees. We are seeking a Sales Support Specialist The Sales Support Specialist is a key contributor to the Sales and Client Services teams and plays a critical role in supporting business development and client growth efforts. This role is responsible for tracking new business opportunities, preparing presentations and proposals, coordinating contracts and addendums, managing sales documentation, and supporting a streamlined sales-to-onboarding process. This position requires strong contract management abilities, deep proficiency with DocuSign and custom agreement creation, and advanced skills in Salesforce CRM. The ideal candidate is highly organized, detail-oriented, and capable of managing complex documentation workflows with accuracy and speed. Essential Functions New Business Support Collaborate with the sales team to prepare presentations, proposals, and RFP/bid packages. Collect, enter, and maintain accurate sales tracking information within the Company’s CRM system (Salesforce), for accounts, contacts, opportunities, quotes, proposals and contract agreements. Prepare contracts and service agreements with a high degree of accuracy, ensuring the correct configuration of terms, pricing, and client information. Use DocuSign to create, send, and manage custom agreements, including advanced tagging, routing, and workflow sequencing. Track all contracts throughout the full lifecycle and ensure timely distribution of fully executed versions to all relevant stakeholders, both internal and external. Support meeting scheduling, agendas, and material preparation as needed. Ensure seamless handoff to the onboarding team and close all opportunities in Salesforce. Prepare weekly, monthly, quarterly, and annual pipeline reporting for leadership. Account Management Growth Support Track and organize service agreement addendum requests. Prepare addendums for internal review and ensure accuracy of contract terms. Facilitate DocuSign routing and manage signature workflows from start to finish. Track addendum execution status in Salesforce CRM, and ensure timely delivery to stakeholders. Maintain consistent and accurate documentation across Salesforce, shared drives, and contract repositories. Provide periodic reporting and transparency into pipeline movement and documentation completion. Support revenue-growth initiatives with efficient follow-through and documentation management. Requirements Skills & Abilities Exceptional contract management skills, including drafting, reviewing, tracking, and organizing agreements across multiple stages. High proficiency in DocuSign, including: Creating custom agreements and templates Configuring routing workflows Applying advanced tagging Ensuring full execution and compliance Advanced Salesforce CRM capability, with strong skill in: Opportunity tracking Data accuracy and validation Reporting dashboards Updating account and contract records Highly organized with the ability to manage multiple deadlines and high-volume documentation. Strong written and verbal communication skills. High attention to detail and accuracy in documentation workflows. Strong ability to operate in a fast-paced, collaborative environment. Education & Experience Bachelor’s degree in a related field or equivalent preferred. Minimum 3 years’ experience in sales support, administrative, paralegal, or contract-heavy roles. Prior experience with Salesforce CRM, DocuSign, and contract lifecycle processes is strongly preferred. Experience preparing proposals and RFP responses is a plus. Background in financial services, retirement services, or a similar industry is highly valued. You’ll join a company that works hard and supports one another — while doing work that truly matters. We offer: · Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN) · Competitive salary & comprehensive benefits (medical, dental, vision, life, disability) · 401(k) with company match + HSA with contribution · Generous PTO for parental leave, vacation and holiday time · Support for certifications, association dues, and professional growth · Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference Join Us as We Build Wealth for Generations Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy. To get there, we live by our values every day: · Precision – Accurate records, timely and error-free service. · Efficacy – We ensure compliance, support communication, and guide participants toward retirement readiness. · Advocacy – We champion regulatory and legislative change that benefits employers and employees. · Collaboration – Trusted partners to clients, advisors, and teammates alike. · Excellence – We bring personalized, proactive, high-touch service to everything we do. This is more than a job. It’s your chance to create lasting impact — for your career and for the people whose futures you work to shape every day. Apply now and make a career out of making a difference! Blue Ridge is committed to equal pay and pay transparency. The hourly base pay range for this position is $25.00 – $33.00. This range represents the anticipated compensation for this role across multiple U.S. labor markets and is intended as a general guideline. Actual compensation will be determined based on a variety of factors, including but not limited to the scope and responsibilities of the role, relevant experience, work location, education and training, key skills, internal equity, external market data, and current business considerations. Equal Opportunity Employer Must be authorized to work in the US.

Responsibilities

This role supports business development and client growth by tracking new opportunities, preparing presentations and proposals, coordinating contracts, and managing sales documentation within Salesforce. The specialist ensures a streamlined sales-to-onboarding process, including meticulous contract management via DocuSign.