The Sales Assistant / Sales Coordinator supports the sales team while also serving as a welcoming first point of contact for customers visiting the showroom. The primary purpose of this position is to help the sales team stay organized, improve lead and quote follow-up, support customer communication, and allow sales people to spend more time on higher-value selling activities.
This position will also greet walk-in customers, help identify their needs, assist with straightforward showroom purchases, and connect larger or more complex opportunities with the appropriate salesperson. This is not a traditional administrative assistant role; it is a customer-facing sales support position with responsibility for sales coordination, showroom coverage, and selected walk-in sales.
Key Responsibilities
Showroom and Walk-In Customer Support
- Greet customers promptly and professionally when they enter the showroom.
- Determine the customer's general needs and direct them to the appropriate products or salesperson.
- Assist customers with straightforward purchases of chairs, desks, filing, used furniture, and other showroom products.
- Provide basic product information, pricing, availability, and options.
- Prepare simple quotes or sales orders for walk-in customers when appropriate.
- Help customers compare product choices and explain basic features and benefits.
- Identify larger, more complex, or project-based opportunities and hand them off to a salesperson.
- Capture complete customer contact information and enter walk-in opportunities into BusinessFlow.
- Follow up with walk-in customers when appropriate.
- Help maintain a professional, organized, and customer-ready showroom.
Lead and Opportunity Management
- Enter and maintain leads and opportunities in BusinessFlow.
- Make sure each active opportunity has accurate notes, a current status, and a clearly defined next step.
- Monitor new leads to ensure they are contacted promptly.
- Identify leads and opportunities that have not been followed up in a timely manner.
- Maintain accurate customer and prospect contact information.
- Help organize prospect lists from company marketing programs, networking sources, CoStar, website inquiries, referrals, and other lead sources.
Quote and Proposal Support
- Assist salespeople in preparing information needed for quotes and proposals.
- Gather product specifications, pricing, finishes, images, brochures, and supporting materials.
- Help organize customer selections and project details before proposals are prepared.
- Track outstanding proposals and remind salespeople when follow-up is required.
- Assist with revisions and updates to proposals as requested.
- Prepare simple showroom and walk-in quotes when appropriate.
Customer Follow-Up
- Help coordinate follow-up on outstanding quotes and proposals.
- Schedule customer appointments, showroom visits, and sales meetings.
- Coordinate product samples, finish selections, literature, and other customer-requested information.
- Assist with post-sale customer follow-up when appropriate.
- Help coordinate requests for Google reviews following successful project completion.
- Support the sales team with day-to-day organization and customer communication.
- Prepare information needed for customer meetings and presentations.
- Help organize salesperson calendars, appointments, and follow-up activities.
- Assist with sales handoff to design, operations, purchasing, delivery, and installation teams.
- Help reduce administrative work that prevents salespeople from spending time with customers and prospects.
- Provide showroom coverage when salespeople are out of the office or meeting with customers.
CRM and BusinessFlow Accountability
- Maintain accurate and complete information in BusinessFlow.
- Monitor whether salespeople are following company procedures for notes, follow-up dates, opportunity stages, and customer records.
- Identify stale opportunities and missing information.
- Prepare reports showing opportunities that require attention.
- Support ongoing improvements to the company's sales process and CRM system.
Weekly Sales Reporting
Assist management in preparing the weekly sales review, including:
- New leads and qualified opportunities.
- Outstanding proposals and opportunities requiring follow-up.
- Stale and large opportunities.
- Sales pipeline activity and upcoming customer meetings.
- Opportunities without a defined next action.
Performance Expectations
- Quality of customer greeting and showroom service.
- Speed of response to new leads and walk-in customer conversion.
- Accuracy of customer information entered into BusinessFlow.
- Percentage of active opportunities with a documented next step.
- Timeliness of quote and proposal follow-up.
- Accuracy and completeness of BusinessFlow records.
- Reduction in stale or neglected opportunities.
- Timeliness and accuracy of sales reports.
- Responsiveness to salesperson support requests.
- Overall contribution to improving sales-team productivity and customer experience.
Qualifications
- 2+ years of experience in sales support, customer service, retail sales, showroom sales, project coordination, or office administration preferred.
- Comfortable greeting customers and helping them make purchasing decisions.
- Strong organizational and follow-up skills.
- Excellent written and verbal communication skills.
- Comfortable speaking with customers and prospects by phone, email, and in person.
- Strong attention to detail and ability to manage multiple priorities and deadlines.
- Comfortable working with CRM software, Microsoft Office, email, and web-based systems.
- Ability to work independently while supporting several salespeople.
- Experience in office furniture, commercial interiors, construction, design, retail furniture, or project-based sales is helpful but not required.
Ideal Candidate
The ideal candidate is friendly, confident, highly organized, and customer-focused. This person should enjoy working with people, helping customers make decisions, and making sure sales opportunities do not fall through the cracks. They should be proactive rather than waiting to be told what to do.
COMPENSATION
$40,000-$45,000 annually, depending on experience, plus a small commission on qualifying walk-in sales and other sales directly handled by this position.
Schedule
Full-time, Monday through Friday. This is primarily an in-office position because the role provides showroom coverage and works closely with the sales, design, operations, and management teams.
Position Objective
- Provide an excellent experience for every customer who walks through the door.
- Help convert appropriate walk-in traffic into sales.
- Help our salespeople spend more time selling while improving the speed, consistency, and quality of customer follow-up.