Marketing Support Specialist

Job description

Job Summary

The Sales Support Specialist is primarily responsible for support functions related to the sales team, which will include addressing requests for physical mail, managing Costco leads statuses in Centah and assisting sales reporting and tracking. This role will work directly with the Costco Channel Manager and Sales Coordinator to ensure PJ Fitzpatrick maintains our Service Level Agreement with Costco by updating lead statuses within 24 business hours of the appointment. This will require the ability to navigate Service Titan and update statuses within Costco’s Centah system. Additional to Centah updates, this role will also help maintain sales trackers and provide reporting assistance. This role will be involved in the No Email Inbox requests process by printing physical documents and preparing them for shipping. The Sales Support Specialist role is task-based, with the expectation that small projects will be assigned on an as-needed basis.

Essential Duties and Responsibilities include, but are not limited to, the following:

1. Review Costco’s Centah system for completed appointments daily.

2. Utilize Service Titan to review appointment notes and job tags.

3. Copy lead data from Service Titan to Centah and appropriately status the lead.

2. Update rescheduled appointments in Centah with new date/times.

3. Remove canceled leads from Centah queues.

4. Compile document exports from Service Titan for uploading into Centah.

5. Edit HIC “No Sale” dispositions as needed.

6. Review No Email Inbox daily for physical mail requests.

7. Print and prepare physical documents for shipping.

8. Communicate with internal requesters to confirm mailing.

3. Update sales trackers, as assigned

4. Compile report and document exports for management

Key Performance Indicators:

· Complete Centah updates within Service Level Agreement.

· Achieve 95% or higher accuracy in processing.

· Physical documents mailed within SOP guidelines.

· Maintain updated sales trackers, as assigned

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person

#PJFITZ2025

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty

Satisfactorily.

1. Strong organization skills with the ability to multi-task

2. Efficient and accurate data entry skills

3. Familiar with basic functions of Microsoft Office

4. Ability to clearly and effectively communicate information

5. Willingness to learn new systems/technology

Education/Experience

· High school diploma or equivalent

· One year of office experience or data entry preferred

Compensation

· Compensation based on experience

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance