Sales Assistant

  • Provide administrative support for the assigned team and its members.
  • Data entry including logging meetings and creating tasks, opportunities, and quotes in Salesforce.
  • Maintain team data and resources.
  • Manage appointment requests and assist in weekly, monthly, and quarterly planning.
  • Professionally respond to clients by monitoring and fielding requests.
  • Create reports to help Client Partners and Managing Director track revenue and progress toward goals.
  • Reconcile Managing Director and Client Partner revenue.
  • Utilize PowerPoint and Excel for team communication and tracking purposes.
  • Work closely with the sales and operations team to ensure project success.
  • Communicate with the team and clients, providing timely and accurate information.
  • Act as the point person for team meeting logistics.
  • Assist with ad-hoc administrative assistance to the team and complete special projects as assigned.

Basic Qualifications

  • 2+ years of administrative/sales support experience.