National, Sales Associate

The National Sales Associate is a key sales support partner to the National Sales Team, responsible for client servicing, pipeline coordination, and reporting accuracy. By ensuring seamless execution and internal alignment, this role enables National Sellers to focus on strategic growth and high-value account management.

**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.**

• 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.

• 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.

• 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.

• 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.

Access is a women-owned and women-led destination management company that collaborates with clients to design and execute corporate events and programs. Our expert teams are in coast-to-coast destinations, designing and producing ultimate experiences for our clients.

• Salesforce data across accounts, opportunities, commissions, and client records is maintained in real-time and accurately
• Commission reports, invoicing coordination, and client documentation are delivered on time and without errors
• Pipeline hygiene is upheld through consistent tracking of activity, identification of gaps, and timely progression of opportunities
• Day-to-day support tasks are executed independently with a proactive approach and minimal oversight required
• Client and internal communications are handled professionally and responsively, ensuring continuity during seller travel or PTO
• Cross-functional coordination with Accounting, Marketing, Le

We know that there's no one in the world like you. And we know that you have a lot to offer the next company you work with. Below is a list of "nice-to-haves", but don't let those deter you from applying. Access believes that an inclusive team and culture is important. We seek applicants from all backgrounds to ensure we get the best, most creative talent on our team.

Nice-to-haves:

• Experience in sales support, hospitality, events, or administrative coordination roles preferred
• Highly organized with strong attention to detail and the ability to manage multiple priorities effectively
• Strong written and verbal communication skills
• Proven time management and task prioritization abilities in a fast-paced, deadline-driven environment
• Collaborative team player with a proactive mindset and eagerness to learn
• Developing analytical and problem-solving skills with the ability to support data-driven decision making
• Working knowledge of CRM systems (Salesforce preferred) and ability to maintain accurate data
• Proficiency in Microsoft Office and presentation tools (PowerPoint, Canva, Publisher, Figma)
• Experience supporting senior-level sales professionals preferred
• Ability to quickly learn new systems and tools, including ActiveCampaign