Lead Architect overseeing Salesforce implementations for CVS Health, providing architectural leadership and governance across large organizations. Ensuring secure, scalable solutions aligned to technology roadmaps.
About the role
- Sales Support Manager helping clients maximize opportunities at a high-growth CPA and advisory firm. Supporting strategic sales pursuits and developing impactful sales collateral for B2B services.
Responsibilities
- Pursuit Support
- Develop thorough understanding of Aprio’s services and the leaders of different industry groups and service lines
- Organize and participate in pursuit team meetings for strategic pursuits
- Educate deal owners across the firm regarding what tools are available to support their pursuits
- Advise pursuit teams about best practices
- Manage development of key pursuit proposals with strong attention to detail with high sense of urgency
- Assist service line leaders with the development and maintenance of proposal templates in Word and PPT
- Support creation of placemats, slide decks and other materials for meetings
- Ensure quality of meeting materials and proposals
- Ensure service sales materials are kept up to date in the sales tool library
- Manage US and off-shore resources to develop and QC proposals and other meeting materials
Requirements
- CRM:Knowledge of Hubspot helpful
- Microsoft Suite: Strong Word, PPT and Excel skills, Canva a plus
- Task Management: Ability to prioritize and manage multiple tasks efficiently.
- Scheduling: Create timelines and schedules to ensure timely project completion.
- Documentation: Maintain comprehensive project documentation and records.
- Sales support: 5 years of experience in B2B sales support, ideally in a professional services environment
- Minimum of 2 years of experience in a sales role with a proven track record of independently closing deals
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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