Sales Support Project Specialist

Sales Support Project Specialist

Atlanta, GA

Business Operations - Growth /

Full Time /

Hybrid

The Sales Support Project Specialist plays an important role in supporting strategic sales pursuits to ensure Aprio is highly competitive in the marketplace. This is a hands-on role in which the person will work with client-facing deal owners across the firm to improve sales results by developing attractive, high-quality meeting materials and proposals in a timely manner.

Responsibilities:

• Develop thorough understanding of Aprio's services and leaders of different industry groups and service lines
• Organize and participate in pursuit team meetings for strategic pursuits
• Educate deal owners across the firm regarding what tools are available to support their pursuits
• Assist service line leaders with the development and maintenance of proposal templates in Word and Power Point
• Use automation tools to streamline draft process
• Support brand consistency while working in Word and PowerPoint
• Advise pursuit teams about best practices
• Manage development of key pursuit proposals with strong attention to detail with high sense of urgency
• Support creation of placemats, slide decks and other materials for meetings
• Ensure quality of meeting materials and proposals
• Ensure service sales materials are kept up to date in the sales tool library

Qualifications:

• 3-5 years of experience
• Strong attention to detail
• Strong writing and editing skills
• Team player focused on developing strong processes
• Knowledge of CRMs/Hubspot helpful
• Knowledge of Microsoft Office Suite preferred; Canva a plus
• Design and layout skills
• Ability to prioritize and manage multiple tasks efficiently
• Ability to communicate effectively with firm leaders
• Ability to create timelines and schedules to ensure timely project completion
• Ability to maintain comprehensive project documentation and records

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave - coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

What's in it for you:

• Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.