Sales admin & support analyst

Responsibilities & Tasks

The Sales Administrative and Support Analyst provides hands-on administrative, business development, and customer support to the sales organization. The role improves seller productivity by preparing for discovery meetings, generating and qualifying early-stage leads, maintaining accurate CRM records, coordinating calendars and customer touchpoints, and identifying straightforward opportunities to expand existing accounts. Basic reports may be run as needed, but reporting and data analysis are supporting responsibilities rather than the primary focus of the position.

Required Qualification

• High school diploma or equivalent.
• 0–2 years of experience in sales administration, sales support, business development, customer success, inside sales, operations, or a related customer-facing role.
• Experience using a CRM platform such as Salesforce, HubSpot, Microsoft Dynamics 365, or a comparable system, with strong attention to data accuracy and follow-through.
• Ability to research companies and contacts, organize information, support lead-generation activity, and communicate professionally with customers and prospects.
• Strong calendar management, organization, written communication, and prioritization skills.
• Working knowledge of Microsoft 365, including Outlook, Teams, Excel, PowerPoint, and Word.
• Ability to follow defined pricing, quoting, account-ownership, and escalation guidelines.

Desired Qualifications

• Bachelor’s degree in business, marketing, communications, analytics, or a related discipline, or an equivalent combination of education and experience.
• Experience supporting a technology, SaaS, telecommunications, IoT, security, or B2B sales organization.
• Experience with prospecting tools, lead lists, CRM reporting, quote-management software, or sales-enablement platforms.
• Comfort identifying straightforward customer needs and supporting approved cross-sell or upsell opportunities.
• Basic ability to run, review, and explain routine sales reports and spreadsheets.

Physical Requirements

• Ability to perform prolonged periods of computer-based work and participate in virtual or in-person meetings.
• Ability to communicate effectively by email, phone, video conference, and in person.
• Ability to occasionally lift and carry office or event materials weighing up to 15 pounds.

Work is generally performed in a standard office or remote-work environment. Reasonable accommodations may be available to enable qualified individuals with disabilities to perform essential functions.

Equal Employment Opportunity

EPIC iO is an equal opportunity employer. Employment decisions are based on business needs, job requirements, and individual qualifications. The Company does not discriminate on the basis of any status protected by applicable federal, state, or local law. Reasonable accommodations may be available to enable qualified individuals with disabilities to perform the essential functions of the role.