Job Description
IoniaPay is a rapid-growth startup with products already in market, and they are seeking a Sales Support Specialist. This role is responsible for coordinating sales-related activities, ensuring efficient progress across the pipeline, and supporting Business Development in growing accounts and generating new opportunities.
Responsibilities
- Monitor pipeline activity and ensure all new agent, or referral with merchant opportunities are progressing through required stages
- Follow up with Business Development to ensure next steps, documentation, and actions are completed
- Identify stalled activity or missing items and proactively drive resolution
- Maintain visibility into pipeline status and ensure accurate tracking in CRM
- Follow up with resellers and referral partners to ensure completion of required paperwork and onboarding items
- Track outstanding requirements and maintain accountability across external partners
- Ensure partners have completed all necessary steps to move forward in the process
- Support ongoing communication to keep partners engaged and progressing
- Maintain accurate and up-to-date CRM records across leads, contacts, and pipeline activity
- Ensure all required fields, notes, and updates are properly captured
- Perform regular data hygiene checks to maintain accuracy and consistency
- Coordinate onboarding and training sessions for resellers, referral partners, and internal sales team members
- Maintain training materials, documentation, and onboarding resources
- Ensure all stakeholders are aligned on current product offerings and updates
- Generate and distribute pipeline reports, activity summaries, and status updates
- Track progress against key milestones and flag risks or delays
- Coordinate internal meetings, reviews, and alignment sessions
- Serve as the central point of coordination across Sales, Marketing, Operations, Compliance, and Finance
- Ensure all teams are aligned on requirements, timelines, and outstanding items
- Support operational consistency across onboarding, documentation, and partner requirements
- Identify gaps or inefficiencies in workflow, communication, or execution
- Contribute to development of SOPs, checklists, and tracking systems
- Support improvements in CRM usage, reporting, and operational processes
Skills
- 1–3 years of experience in sales support, coordination, operations, or administrative roles, preferably in fintech, SaaS, or payments
- Experience working with CRM systems such as Salesforce or HubSpot
- Strong organizational skills and attention to detail
- Ability to manage multiple workflows and follow-ups simultaneously
- Strong communication skills with both internal teams and external partners
- Ability to drive accountability without direct authority
- Experience working with reseller, referral, or partner-based sales models
- Familiarity with onboarding workflows and documentation tracking
- Experience supporting cross-functional teams in a fast-paced environment
Benefits
- Discounted medical/dental/vision
- Stock options
- 401(k) match
- Flexible vacation
- Standard holidays
Company Overview
Apply To This Job