Sales Assistant Job

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Responsibilities:

CRM Management:

• Enter, update, and maintain accurate lead, contact, and opportunity records in Salesforce, HubSpot, Zoho, or Pipedrive.
• Monitor CRM data quality, correcting duplicates, missing fields, or outdated records.

Scheduling & Coordination:

• Schedule calls, demos, and follow-ups across time zones using Outlook, Google Calendar, or scheduling tools like Calendly.
• Coordinate internal prep meetings and ensure sales reps have the right materials before calls.

Proposal & Document Support:

• Draft, format, and proofread sales proposals, quotes, and presentations.
• Assist with RFP/RFI responses, ensuring templates are current and brand-compliant.
• Use tools like Google Slides, PowerPoint, and Canva for visual deliverables.

Reporting & Metrics:

• Generate weekly and monthly reports from CRM: pipeline activity, conversion rates, and sales KPIs.
• Maintain dashboards that give sales leadership visibility into performance.

Communication & Follow-Up:

• Draft and send follow-up emails after meetings, thank-you notes, and reminders to prospects.
• Assist with inbound lead response by sending introductory emails and routing qualified leads to the appropriate rep.

Cross-Team Collaboration:

• Liaise with marketing for campaign leads, finance for contract approvals, and operations for order processing.
• Track deliverables between departments to ensure a smooth customer journey.

What Makes You a Perfect Fit:

• Organized, detail-oriented, and proactive.
• Strong communicator with excellent writing skills.
• Comfortable managing multiple priorities in a fast-paced environment.
• Collaborative, supporting both sales reps and leadership.

Required Experience & Skills (Minimum):

• 1–2 years administrative, operations, or sales support experience.
• Familiarity with at least one CRM (Salesforce, HubSpot, Zoho, Pipedrive).
• Proficiency with Microsoft Office/Google Workspace.
• Strong written communication and scheduling skills.

Ideal Experience & Skills:

• Experience creating proposals, decks, or sales collateral.
• Familiarity with lead generation workflows or SDR/BDR support.
• Industry exposure in B2B SaaS, professional services, or marketing agencies.
• Basic data analysis skills for sales reports (Excel pivot tables, Google Data Studio).

What Does a Typical Day Look Like?

A Sales Assistant’s day revolves around keeping the sales engine organized and moving forward. You will:

• Maintain CRM accuracy by updating opportunities, logging activity, and cleaning lead data.
• Coordinate meetings and demos across calendars, ensuring reps have proposals, decks, and context in advance.
• Prepare documents and presentations to support pitches, including quotes and RFP templates.
• Generate reports so leadership can see pipeline health, conversion metrics, and activity summaries.
• Follow up with prospects after meetings, keeping communication clear and professional.
• Collaborate across teams to ensure leads are routed properly, contracts are processed, and the customer experience is seamless.
• In essence: you ensure the sales team is organized, informed, and supported, so they can focus on building relationships and closing deals.

Key Metrics for Success (KPIs):

• CRM data accuracy (complete, current, no duplicates).
• On-time scheduling and preparation of meetings.
• Proposals and documents delivered error-free.
• Weekly/monthly reports are consistently accurate and on schedule.
• Positive feedback from the sales team on support effectiveness.

How to Apply

Click Here to Apply

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