This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

The Sales Assistant provides comprehensive administrative, operational, and client service support to the sales team, helping ensure the timely execution of sales activities and a high-quality client experience. This role is responsible for maintaining accurate records, supporting proposal and presentation development, coordinating schedules, and assisting with day-to-day sales operations. The Sales Assistant collaborates closely with cross-functional teams to support business development initiatives and strengthen client retention efforts.

• Sales Support & Coordination
  • Support the sales team in preparing presentations, proposals, quotes, and meeting materials.
  • Maintain accurate and up-to-date CRM records, including client details and pipeline activity.
  • Coordinate meetings, calls, and follow-up actions to ensure timely communication.
  • Track proposal deadlines, RFP requirements, and other time-sensitive deliverables.
• Client Service & Communication
  • Serve as a point of contact for client inquiries, ensuring timely and professional responses.
  • Support client onboarding by preparing required documentation and coordinating internal hand-offs.
  • Collect and organize client information and documentation for proposals, renewals, and ongoing support.
• Administrative & Operational Support
  • Organize and maintain digital files, templates, and sales resources.
  • Prepare and distribute regular sales activity reports and performance metrics.
  • Coordinate logistics for sales meetings, client visits, and events.
  • Assist with expense reporting and travel coordination as needed.
• Cross-Functional Collaboration
  • Partner with Marketing to support campaigns, collateral, and sales initiatives.
  • Collaborate with Operations, Finance, and Client Services to support sales and client needs.
  • Participate in team meetings and contribute to process improvements and operational efficiencies.

Qualifications

• Strong organizational skills.
• Excellent verbal and written communication.
• Ability to manage multiple priorities.
• Experience with CRM platforms preferred.
• Professional, proactive, and customer-focused mindset.
• Team-oriented and collaborative.
• Reliable, accountable, and deadline-driven.
• Professionalism with confidential information.
• Desire to support business growth.

Requirements

• High school diploma required; bachelor’s preferred.
• 1–3 years of administrative or sales support experience.
• Experience in professional services, insurance, or financial services is a plus.

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs
• Performance-based incentives may be available