We are looking for a highly organized Sales Support specialist to join a service-focused team in Sarasota, Florida. This Long-term Contract position will provide steady operational assistance to sales activities, helping keep contract processing, billing coordination, and payment follow-up accurate and timely. The role works closely with sales leadership and cross-functional partners to strengthen day-to-day execution, maintain clean records in Salesforce, and support a high-volume environment with precision.<br><br>Responsibilities:<br>• Manage sales-related administrative workflows, including order entry, contract documentation, and post-sales support activities.<br>• Maintain accurate Salesforce records by updating account details, tracking opportunities, and correcting incomplete or inconsistent data.<br>• Coordinate with internal teams to help move billing forward, confirm invoice-related information, and monitor payment status.<br>• Support the sales organization with reporting, status updates, and operational follow-through that keeps priorities on schedule.<br>• Assist in resolving contract backlog items by reviewing records, organizing documentation, and ensuring next steps are completed promptly.<br>• Prepare and distribute sales analysis and operational reports to help leadership monitor progress and performance.<br>• Partner with sales team members and managers to improve coordination across daily processes and customer-related transactions.<br>• Contribute to data cleanup efforts and other operational projects that improve accuracy, visibility, and workflow efficiency.
<p>We are looking for a Client Service Specialist II to support commercial and corporate banking clients from our St. Petersburg, FL location. This Long-term Contract position focuses on delivering responsive, accurate service across deposit account onboarding, treasury-related support, and client issue resolution. The ideal candidate brings strong banking knowledge, excellent communication skills, and the ability to coordinate effectively with internal partners to ensure a seamless client experience.</p><p><br></p><p>Responsibilities:</p><p>• Guide clients through onboarding activities for deposit accounts and treasury services, helping ensure timely completion and a smooth service experience.</p><p>• Respond to client inquiries with urgency and accuracy, assessing needs carefully and taking appropriate action to resolve concerns.</p><p>• Coordinate with internal teams to maintain clear communication, align on next steps, and support consistent service delivery.</p><p>• Serve as a client advocate by connecting customers with specialized internal resources when more advanced support is required.</p><p>• Investigate service-related questions and follow through on research requests until a clear resolution is provided.</p><p>• Recognize opportunities to introduce relevant banking solutions and refer clients to appropriate business line partners.</p><p>• Maintain detailed records and correspondence using banking platforms, email, and CRM tools such as Salesforce.</p><p>• Support day-to-day banking operations while managing multiple priorities in a fast-paced service environment.</p>