A Sales Team Assistant should handle excellent written English, and administrative, organizational, and support tasks to help the sales team function efficiently.
In Short
Administrative Support
Managing sales team schedules
Calendaring new business meetings and presentations
Setting up Zoom links
Sending confirmations
Communicating with internal team members about scheduling
Handling email correspondence and follow-ups with clients
Confirming receipt of proposals
Digesting feedback from client emails into the agency sales CRM platform
Ensuring all emails from clients are confirmed receipt
Maintaining CRM systems and updating records
Entering client feedback into CRM
Ensuring data in CRM pertaining to projected sales amount, probability of close date, etc are updated daily
Assisting with sales contracts and documentation
Researching potential leads and updating databases
Review RFP databases for potential fit
Coordinating follow-ups and reminders for prospects
Creating and updating sales decks, proposals, and case studies
Organizing and managing sales materials
Ensuring brand consistency in sales documents
Assisting in onboarding new clients with necessary documentation