Account Support Representative

About the RoleThe Account Support Representative is a central partner to the Sales Manager, sales team, and executive leadership, ensuring the smooth coordination of sales operations, bid management, and client communication. This role serves as a key liaison across internal teams, helping to organize priorities, support proposal development, and keep opportunities moving forward on schedule.This position requires a highly organized, detail-oriented professional who can manage multiple deadlines, interpret bid requirements, and proactively flag risks or inconsistencies. The ideal candidate is comfortable working in a fast-paced service, repair, and modernization environment and can quickly learn industry terminology to effectively support the sales process.Key ResponsibilitiesAct as a liaison between Sales Representatives, Sales Manager, and leadership to coordinate day-to-day sales activities and priorities Support the preparation and submission of proposals, bids, and related documentation Review incoming bid opportunities and create clear summaries, cover sheets, and key requirement breakdowns for internal review Track bid deadlines and ensure timely follow-up, submission, and communication Maintain and organize documentation, including proposals, contracts, and client communications Assist in generating weekly and monthly sales and activity reports Monitor ongoing opportunities and proactively flag urgent items, risks, or inconsistencies Communicate with customers as needed to gather information, provide updates, and ensure responsiveness Help prioritize workload by identifying time-sensitive and high-impact items for the sales team and leadership Collaborate with internal departments (service, operations, etc.) to ensure alignment and support for sales efforts QualificationsMinimum Qualifications:High school diploma or equivalent (Associate’s or Bachelor’s degree preferred) 2+ years of experience in sales support, account coordination, or administrative support Strong proficiency in Microsoft Office (especially Excel, Word, Outlook) and CRM systems (e.g., Salesforce) Excellent organizational, communication, and time management skills Ability to manage multiple priorities and deadlines in a fast-paced environment Preferred Qualifications:Experience supporting bid or proposal processes Familiarity with service, repair, or modernization environments (or similar operational industries) Ability to interpret contracts, bid documents, or technical requirements Strong attention to detail with the ability to identify gaps, inconsistencies, or unusual requirements Core Skills & CompetenciesOrganization & Prioritization: Ability to manage multiple workflows, deadlines, and competing priorities Communication: Clear and professional interaction with internal teams and external clients Attention to Detail: Strong ability to review documents, catch errors, and flag important items Problem Solving: Proactively identify issues and help drive solutions or next steps Systems & Process Awareness: Comfortable navigating CRM systems, documentation, and internal processes Business Awareness: Ability to learn industry terminology (e.g., elevator service, repair, modernization) and apply it in context What Success Looks LikeBids and proposals are well-organized, clearly summarized, and submitted on time Sales team and leadership stay informed, prepared, and on schedule Communication flows smoothly between clients and internal teams High-priority items are consistently identified and acted on quickly Documentation and reporting are accurate, timely, and easy to access