Sales Support Specialist (AI focused, RFP's, CRM)
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Role details
Tech stack
Job description
- Build, format, and assemble professional proposals that respond directly to client and prospect requirements.
- Track RFP, RFI, and bid deadlines across multiple opportunities, working backward from due dates to keep submissions on schedule.
- Read solicitation documents closely, pull out the specific requirements, and shape each proposal so it answers exactly what’s being asked.
- Maintain a library of reusable proposal content, boilerplate, and past responses so the team isn’t reinventing the wheel on every bid.
CRM Management & Data Hygiene
- Own day-to-day CRM upkeep: updating records, logging activity, correcting and de-duplicating data, and keeping fields complete and accurate.
- Review prospected work and incoming leads, route them appropriately, and flag opportunities for the sales team.
- Run routine clean-up and data-quality checks to keep the CRM trustworthy as a source of truth.
- Generate basic reports and lists to support pipeline reviews and outreach.
General Sales Support
- Coordinate with business development, operations, and leadership to gather the inputs needed for accurate, compelling proposals.
- Produce polished, client-ready materials and light marketing collateral.
- Handle ad hoc administrative and data tasks that keep the sales function running smoothly.
This role is a strong fit for someone who is genuinely comfortable with software and learns new tools quickly.
Requirements
- AI tools - Practical, hands-on experience using AI assistants (we use Claude) to draft, summarize, research, and speed up everyday work. You should be eager to use AI as a daily productivity multiplier, not intimidated by it.
- Microsoft Excel - Solid working proficiency: formulas, sorting and filtering, cleaning and structuring data, and building simple reports. Comfort with larger data sets is a plus.
- CRM software - Experience with a CRM platform (Zoho, Salesforce, HubSpot, or similar); able to navigate, update, and maintain records efficiently.
- Canva (or similar) - A plus. Ability to put together clean, on-brand documents and graphics.
- Strong all-around computer skills - You pick up new applications fast and aren’t fazed by switching between tools throughout the day.
Personal Qualities
- Exceptional attention to detail and accuracy - small errors in a proposal or a CRM record matter here.
- Strong written communication and an eye for clean, professional formatting.
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Excellent organization and the ability to juggle multiple deadlines without dropping any.
- Self-directed and dependable; able to take a task and run with it.
- Problem solving ability along with the thrill of accomplishing tasks
- 0-2 years experience in a sales support, AI focused position, or related role.
NICE TO HAVE
- Experience supporting proposals, bids, or RFP responses - especially in facility services, B2B services, or government/institutional contracting.
- Familiarity with public-sector or enterprise procurement processes.
- A background in sales, business development, or marketing operations.
Benefits & conditions
We’re looking for a detail-driven, tech-savvy Sales Support Specialist to keep our proposal pipeline moving and our sales data clean. This is a full-time, in-office role based at our Columbia, SC office (939 S. Stadium Rd), Monday through Friday, 8:30 AM to 5:00 PM. It’s a high-leverage position for someone who is comfortable living inside modern software tools and wants to be the engine behind a growing business development team.
About the company
Founded in 1988, Allegiance Industries is a diversified, multi-divisional facility services provider specializing in janitorial, security, and electrical services. We serve clients across industrial manufacturing, pharmaceutical and cleanroom, healthcare, government, education, and retail nationwide - and our client relationships average well over a decade because of the standard we hold ourselves to.
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