Access Destination Services - National, Sales Associate

• Client & Account Support • Support client relationships through preparation and distribution of monthly and quarterly commission reports, program updates, and final invoicing documentation. • Coordinate commission invoice requests and partner with Accounting to ensure accuracy and timely payment. • Gather and organize client background information, preferences, and meeting history to support tailored client solutions. • Maintain accurate Salesforce account records including commissions, contracts, SOWs, and client preference data for organization-wide visibility. • Support direct client communications on behalf of National Sellers, including introductions to Territory Teams during travel or PTO coverage. • Ensure timely and accurate completion of client RFI requests. • Assist with client transitions between National and Territory Sales Teams to ensure continuity and clarity. • Sales Enablement & Marketing Support • Run reporting to assist National Sellers with prospecting, pipeline management, and opportunity follow-up. • Enter and route inbound leads to appropriate Territory Teams, facilitating introductions when needed. • Provide logistical support for sales activities including site visits, client meetings, agendas, travel arrangements, registration, transportation, and client gifting. • Support planning and execution of client FAM experiences, including ideation, supplier outreach, partner vetting, invoice processing, and internal coordination. • Assist with preparation for industry events, including meeting coordination, gifting, reservations, and pre-event logistics. • Support development of client presentations, proposals, and Tier 1 quarterly and annual business review materials. • Represent the company professionally while supporting National Sellers at events and client engagements. • Partner with sales leaders to develop branded materials and visual assets using Canva and other presentation tools. • Provide day-to-day operational support that enables National Sellers to achieve revenue, GP, and client satisfaction goals. • Pipeline & CRM Support • Assist National Sellers with tailored outreach campaigns, discovery meeting scheduling, and tracking of prospect engagement activity. • Support Salesforce pipeline hygiene through regular audits, data validation, and activity tracking. • Assist with CRM audits and data cleanup to ensure pipeline accuracy. • Monitor pipeline progression and help ensure opportunities advance efficiently through sales stages. • Monitor assigned task lists to ensure timely follow-up on active leads and opportunities. • Support overall pipeline hygiene through consistent data entry and reporting practices. • Reporting, Forecasting & Operations • Maintain highly accurate Salesforce records across assigned team members, ensuring opportunity stages, pipeline status, and activities reflect real-time updates. • Review pipeline and performance reports regularly and prepare summaries for leadership and team discussions. • Support Tier 1 Account Annual Business Reviews and quarterly reporting processes. • Assist in account-level forecasting preparation and collaborate with managers to validate projections. • Support team-wide forecasting efforts by ensuring data integrity and reporting consistency. • Serve as a key internal resource for Territory and CSG Teams regarding National Account questions and coordination. • Support National Sellers by coordinating contracting processes with Legal and Procurement teams. • Product & Client Knowledge Development • Build working knowledge of client preferences, engagement history, and service expectations. • Support internal communication of client updates, preferences and service expectations to Territory Teams. • Share critical client information that impacts pricing, service delivery, and relationship management.