Sales Support Specialist

🔥 5 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

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ICBD Holdings

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2019

💸 Finance

🤖 Artificial Intelligence

Finance • Artificial Intelligence

ICBD Holdings is a private family office and investment platform that conceives, launches, acquires, and scales businesses across multiple sectors with a focus on transformative growth and long-term value. The firm pursues de novo startups, controlling acquisitions of closely held businesses, and selective non-controlling investments, providing enterprise-level operational support (IT, HR, finance, legal, real estate, marketing) to accelerate portfolio companies. ICBD’s portfolio emphasizes healthcare-related ventures (including ABA Centers and addiction treatment services), medical revenue cycle and consulting firms, and AI-driven healthcare innovation such as Curative AI; the firm is headquartered in Fort Lauderdale and combines entrepreneurial agility with multi-billion-dollar resources and philanthropic initiatives.

📋 Description

• Maintain accurate and up-to-date Salesforce data across referral accounts, outreach activities, and events, ensuring strong CRM hygiene and reporting visibility • Ensure consistent documentation of referral partner interactions, outreach efforts, and event activity • Provide basic Salesforce support, including guidance on data entry, activity tracking, and adherence to established processes and standards • Assist with onboarding and training of Business Development representatives and Executive Directors on Salesforce usage and expectations • Support preparation for community outreach, presentations, referral partner meetings, and engagement activities • Coordinate logistics and materials for events, including lunch-and-learns and other outreach initiatives • Track and monitor referral partner engagement and event activity across assigned markets • Assist with onboarding coordination by facilitating system access, distributing materials, and providing guidance on tools and processes • Coordinate ordering and distribution of marketing and outreach materials to support field teams • Respond to field requests and provide administrative support to enhance execution across service areas • Support tracking and reporting of outreach metrics, event performance, and CRM activity audits • Assist with data cleanup, reporting preparation, and overall sales operations support

🎯 Requirements

• High School diploma, Bachelors Degree preferred • Maintain accurate and up-to-date Salesforce data across referral accounts, outreach activities, and events, ensuring strong CRM hygiene and reporting visibility • Ensure consistent documentation of referral partner interactions, outreach efforts, and event activity • Provide basic Salesforce support, including guidance on data entry, activity tracking, and adherence to established processes and standards • Assist with onboarding and training of Business Development representatives and Executive Directors on Salesforce usage and expectations • Support preparation for community outreach, presentations, referral partner meetings, and engagement activities • Coordinate logistics and materials for events, including lunch-and-learns and other outreach initiatives • Track and monitor referral partner engagement and event activity across assigned markets • Assist with onboarding coordination by facilitating system access, distributing materials, and providing guidance on tools and processes • Coordinate ordering and distribution of marketing and outreach materials to support field teams • Respond to field requests and provide administrative support to enhance execution across service areas • Support tracking and reporting of outreach metrics, event performance, and CRM activity audits • Assist with data cleanup, reporting preparation, and overall sales operations support

🏖️ Benefits

• 21 paid days off (15 PTO days increasing with tenure, plus 6 paid holidays) • Flexible Spending Account (FSA) and Health Savings Account (HSA) options • Medical, dental, vision, long-term disability, life insurance, AD&D insurance, and GAP Plan (TransAmerica) • Generous 401(k) with up to 6% employer match • 100% employer-paid maternity/paternity leave for up to 5 weeks • Tuition reimbursement up to $2,500 per semester • EAP (unlimited counseling 24/7), BeyondMed (discounts on wellness and elective healthcare services), PerkSpot (discounts on top brands), Pet Insurance (Nationwide), and On the GoGa wellbeing hub