Department: Sales & Marketing (primary support)
Position Summary
The Sales Administrative Assistant provides administrative and operational support to the Sales & Marketing
department, also supporting the outside sales team, including National and Strategic Account Managers. This role is
responsible for maintaining accurate records in Salesforce, supporting day-to-day sales operations, and assisting
with project-based administrative work across the department.
Key Responsibilities
- Update and maintain accurate records in Salesforce, including account information, opportunities, and pipeline data
- Log call activities, meeting notes, and customer interactions on behalf of outside sales reps
- Prepare, format, and edit documents, presentations, and correspondence using Microsoft Word, PowerPoint, and Outlook
- Manage and organize files, folders, and shared resources in SharePoint
- Provide data entry support across various systems and reports as needed
- Assist with scheduling meetings, coordinating calendars, and managing correspondence for sales reps
- Support Sales & Marketing special projects with research, document preparation, and administrative coordination
- Generate and distribute sales reports, dashboards, or activity summaries as requested
- Assist with preparing materials for client meetings, proposals, or presentations
- Support marketing initiatives as needed, such as coordinating collateral, event logistics, or campaign tracking
- Respond to internal and external inquiries in a professional, timely manner
- Maintain confidentiality of sensitive account and customer information
Qualifications
- Strong English comprehension, speaking, and writing skills
- Proficiency with Microsoft Office Suite (Outlook, Word, PowerPoint, Excel, SharePoint)
- Experience with Salesforce or similar CRM systems preferred, training will be provided.
- Excellent organizational skills and attention to detail
- Ability to manage multiple priorities and meet deadlines
- Strong communication skills and a professional, customer-focused demeanor
- Ability to work independently and collaboratively with remote/outside sales teams