Account Support Representative

About the Role

The 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 Responsibilities

• Act 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

Qualifications

Minimum 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 & Competencies

• Organization & 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 Like

• Bids 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