Sales Assistant

Congruent Software Inc.; Chennai District; On-site; INR 300,000 - 600,000; Full time

Job summary

Congruent Software Inc. is seeking a proactive and detail-oriented Sales Assistant to work alongside the Sales Leader. This role involves supporting various sales-related activities including prospecting, CRM management, and assisting in administrative and executive tasks.

The ideal candidate will have a Bachelor's degree, strong communication skills, and a positive attitude. Experience in sales support or CRM tools is preferred. The position is based in Chennai, Tamil Nadu, with flexible working hours as needed.

Qualifications

• Bachelor’s degree in any discipline.
• Fast learner with a positive attitude and problem-solving mindset.
• Highly organized, detail-oriented, and dependable.
• Strong written and verbal communication skills.
• Basic to good knowledge of MS Office (Excel, Word, PowerPoint, Outlook).
• Comfortable working with CRM systems (or willing to learn quickly).
• Flexible to work in odd hours when required.

Responsibilities

• Assist with outbound sales campaigns via email, LinkedIn, and calling.
• Maintain and update CRM records accurately.
• Act as a close aide to the Sales Leader in daily activities.
• Handle email communication and basic client coordination.

Skills

Fast learner with a positive attitude

Highly organized and detail-oriented

Strong written and verbal communication skills

Basic to good knowledge of MS Office

Comfortable with CRM systems

Education

Bachelor’s degree in any discipline

Tools

Dynamics CRM

Salesforce

Job description

Job Summary

We are looking for a proactive and detail-oriented Sales Assistant to work closely with the Sales Leader and support all sales-related activities. This role is ideal for someone who enjoys multitasking, working behind the scenes to enable sales success, and acting as a trusted right-hand support to senior leadership. The Sales Assistant will help with prospecting, CRM management, reporting, administrative tasks, and day-to-day coordination, ensuring the sales team operates efficiently and effectively.

Key Responsibilities

Sales & Lead Support

• Assist with outbound sales campaigns via email, LinkedIn, and calling.
• Prepare and send cold outreach and follow‑up sequences.
• Reconnect with old leads and dormant prospects through calls, emails, and LinkedIn.
• Follow up with prospects for pending approvals, documents, and next steps.
• Maintain a daily activity tracker for calls, emails, and meetings.
• Assist in preparing pricing quotes, proposals, and contracts.
• Support sales forecasting by keeping pipeline data clean and up to date.
• Support prospect research and list building.
• Assist in scheduling sales meetings and follow‑ups.
• Track opportunities and update sales pipelines.

CRM & Reporting

• Maintain and update CRM records accurately.
• Ensure all leads, activities, and notes are properly logged.
• Build basic sales reports and metrics.
• Track KPIs such as leads, conversions, pipeline value, and follow‑ups.
• Updating and maintaining the Sales Document repository.

Administrative & Executive Support

• Act as a close aide to the Sales Leader in daily activities.
• Manage calendars, meeting notes, task tracking, and reminders.
• Prepare presentations, proposals, and internal documents.
• Coordinate with internal teams (marketing, delivery, finance) as required.

Communication & Coordination

• Handle email communication and basic client coordination.
• Follow up on action items from meetings.
• Assist in preparing sales decks, pricing sheets, and documents.

Required Skills & Qualifications

• Bachelor’s degree in any discipline.
• Fast learner with a positive attitude and problem‑solving mindset.
• Highly organized, detail‑oriented, and dependable.
• Strong written and verbal communication skills.
• Basic to good knowledge of MS Office (Excel, Word, PowerPoint, Outlook).
• Comfortable working with CRM systems (or willing to learn quickly).
• Flexible to work in odd hours when required.

Preferred (Nice to Have)

• Prior experience in sales support, admin, or customer coordination roles.
• Basic understanding of B2B sales processes.
• Experience with tools like Dynamics CRM, Salesforce, or similar CRMs.