Administrative Assistant - Sales Support

Job Description The Purpose of Your Role as a Sales Assistant

The Administrative Assistant
- Sales Support provides administrative, reporting, research, and coordination support to the Regional Sales Leader and regional sales team. This role improves sales team efficiency by maintaining accurate sales information, preparing reports and meeting materials, coordinating activities, supporting Salesforce data quality, and tracking follow-up items and commitments.

The Administrative Assistant
- Sales Support provides administrative, reporting, research, and coordination support to the Regional Sales Leader and regional sales team. This role improves sales team efficiency by maintaining accurate sales information, preparing reports and meeting materials, coordinating activities, supporting Salesforce data quality, and tracking follow-up items and commitments.

• Coordinate administrative activities and information flow among sales, operations, project teams, marketing, finance, dispatch, and other internal partners.
• Gather information and prepare materials for turnover meetings, post-mortems, quote-to-job reviews, contracts, and other sales/operations activities; take notes and track follow-up items when requested.

• Track incoming leads from dispatch, the company website, and other sources; route leads to the appropriate sales representative based on leadership direction and support follow-up.
• Maintain proposal tracking information, including customer, job, close date, sent date, age, next steps, and won/lost results and reasons, and gather contract information for appropriate review.

• Run and distribute pipeline, proposal, forecasting, trailing pipeline, and other sales reports.
• Review information for outdated opportunities, past-due close dates, incomplete records, and other data-quality concerns, and process approved updates to sales assignments, customer information, locations, branches, close dates, and self-generated opportunities

• Prepare performance and activity review materials using dashboard information, including month-to-date and year-to-date results against goal, 90-day commitments, and pipeline information.
• Update presentations with updated data

• Maintain organized and current sales resources in Teams, One Drive, and shared folders, including playbooks, sales processes, onboarding materials, training resources, certificates of insurance, and customer setup documents.
• Pull requested prospect information from available research tools,
• Maintain networking association information
• Assist with coordinating customer events
• Partner with Marketing to order and organize sales materials.

• Coordinate administrative onboarding activities for new sales employees, including schedules, system-access requests, sales cohort details, and travel coordination.
• Support Salesperson of the Quarter and Salesperson of the Year recognition by compiling performance information, collecting team feedback, and coordinating awards, gift cards, and presentation materials

• High school diploma required
• Associate’s/Bachelor’s degree preferred in Business Sales, Marketing, Communications, or a related field
• 2+ years of administrative, sales support, customer service, operations support, or related experience
• Proficiency with Microsoft 365 applications, including Outlook, Excel, PowerPoint, Teams, and One Drive
• Experience working with dashboards, spreadsheets, shared document libraries,…