SALES ASSISTANT JOB DESCRIPTION

Sales support is what keeps an outside-facing team functional. A Sales Assistant in B2B environments manages the administrative and coordination layer between account managers, operations, and clients, handling order tracking, CRM data integrity, proposal preparation, and cross-departmental follow-through so that quota-bearing reps can stay focused on pipeline. Account managers depend on timely, accurate internal routing to close and retain accounts. At seniority levels common to this role, incumbents routinely own the order-to-shipment reconciliation process and maintain client-facing documentation including contracts, pricing confirmations, and promotional allowance records.

As the Sales Assistant, you will own the administrative and operational backbone of a B2B sales team, coordinating order fulfillment, client communications, and internal reporting that directly supports revenue retention across the account portfolio. You work closely with Sales, Operations, and Purchasing departments, supporting account managers whose combined book of business spans both direct clients and distribution channel partners.

Career Impact: Supporting B2B account managers at the order-management and CRM level builds hands-on fluency in full-cycle sales operations, a foundation that accelerates the path to Account Coordinator or junior Account Manager roles.

Business Impact: The accuracy of order tracking, promotional reconciliation, and shipment documentation you maintain directly determines whether client accounts are fulfilled on time and billing disputes are resolved before they escalate to churn.

Growth Opportunity: Consistent exposure to pipeline data, distributor negotiations, and cross-functional deal support gives this role measurable depth in B2B commercial operations that translates directly into expanded account ownership or sales operations management.

• Coordinate inbound customer orders with Sales, Operations, and Purchasing to ensure accurate and on-time fulfillment across the account portfolio.
• Prepare client-facing proposals, contracts, pricing confirmations, and promotional documentation for review and distribution by account managers.
• Maintain and update CRM records including new contacts, lead status changes, order histories, and account interaction logs.
• Track and reconcile promotional allowances, mail-in rebates, and pricing discrepancies by researching account-specific agreement details.
• Generate and distribute internal sales reports, meeting summaries, and performance data to support weekly and quarterly reviews.
• Liaise with clients on order status, delivery schedules, product inquiries, and billing issues to ensure timely and professional resolution.
• Support the sales team during trade shows, conferences, and client events by coordinating logistics, materials, and scheduling.
• Qualify and route inbound sales inquiries to the appropriate account executive, capturing lead details and tracking follow-up activity.

• Bachelor's degree in Business, Communications, or a related field, or equivalent work experience.
• 2 or more years of sales support, inside sales, or administrative experience within a B2B commercial environment.
• Demonstrated proficiency in CRM platforms for contact management, pipeline tracking, and activity logging.
• Ability to prepare client-facing documents including proposals, contracts, and sales reports with accuracy and professional formatting.
• Strong organizational skills with the capacity to manage multiple accounts and concurrent deadlines without loss of detail.
• Clear written and verbal communication skills, including experience coordinating across sales, operations, and purchasing teams.
• Working knowledge of order entry, shipment verification, and basic accounts receivable or billing reconciliation processes.

• Prior experience in a B2B wholesale, distribution, or technology reseller environment with exposure to EDI or logistics coordination.
• Familiarity with promotional pricing structures, allowance programs, or rebate reconciliation specific to product-based sales channels.
• Experience supporting a senior revenue leader, such as a Director of Sales or Chief Revenue Officer, including travel coordination and executive-level reporting.
• Exposure to digital marketing, trade show operations, or partner channel management as part of a broader sales support function.

• Order fulfillment accuracy rate, reflecting how consistently shipments match client order specifications without correction.
• CRM data completeness score, measuring how current and accurate contact, lead, and activity records are maintained.
• Promotional allowance resolution cycle time, tracking how quickly pricing discrepancies and rebate claims are closed.
• Proposal turnaround time, indicating how fast client-facing documents are prepared following account manager requests.
• Inbound lead routing accuracy, measuring how reliably qualified inquiries reach the correct account executive without delay.
• Typical tools: CRM platforms (commonly Salesforce or HubSpot); productivity suites (commonly Microsoft Office 365 or Google Workspace).

• Base Salary Range: $42,000 to $58,000 per year
• Bonus: Performance-based, typically 5–10% of base tied to team sales attainment
• Equity: Rarely offered at this level; occasional option grants at growth-stage companies
• Health Benefits: Medical, dental, and vision; employer contribution varies by company size
• PTO: 10–15 days annually; increases with tenure
• Common Perks: Mileage or travel reimbursement, trade show attendance, and professional development stipend

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background check completion is a condition of employment for all positions. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available to individuals with disabilities throughout the application and employment process upon request. Candidates must be authorized to work in the United States.

The Sales Assistant delivers administrative and sales support to sales professionals across a defined territory, building account relationships, managing inventory levels, and coordinating travel and trade show attendance. Reporting directly to the applicable Sales Professional(s), this role enables territory sales objectives to be met through consistent daily outreach and account merchandising.

Key Responsibilities

• Provide administrative and sales support to sales professionals within the respective territory.
• Build and maintain strong relationships with applicable accounts.
• Prepare and maintain a daily call report.
• Prepare and distribute account interaction reports, including forecasts and trends.
• Meet territory sales objectives in partnership with sales professionals.
• Merchandise product collections and lines at applicable accounts.
• Manage inventory levels and monitor sell-through at applicable accounts.
• Manage travel within the respective territory.
• Attend seasonal sales meetings, the annual PGA Merchandise Show, and local trade shows and events.

Required Qualifications

• Minimum one year of experience in an inside sales or sales capacity.
• Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Word.
• Ability to prospect, negotiate, and close sales.
• Ability to multitask in a fast-paced environment.
• Ability to travel domestically.
• Self-motivated and deadline-driven with a strong sense of urgency.

Embedded within a sales-driven environment, the Sales Assistant supports the sales team in responding to client inquiries, preparing quotations and sales orders, and maintaining contact databases. Working closely with the operations and purchasing teams daily, this role shapes smooth order fulfillment and client satisfaction across installations, deliveries, and payments.

Core Functions

• Assist the sales team in responding to client inquiries for pricing and product information by phone, email, and in person.
• Prepare and revise quotations and sales orders.
• Input new contacts and leads into the database.
• Interact daily with the operations team on customer orders and deliveries.
• Liaise with clients concerning installations, deliveries, product issues, and payments.
• Interact daily with the purchasing team regarding vendor queries, clarifications, and special requests.
• Assist in keeping the sales area and showroom floor presentable.

Qualifications & Experience

• Post-secondary degree or diploma is an asset.
• Experience with inventory and database management software, preferably SAP.
• Proficiency in Microsoft Office applications, including Outlook, Excel, Word, and PowerPoint.
• Strong team player with the ability to work in a fast-paced, sales-driven environment.
• Availability to work Saturdays on client request.
• Fluency in Mandarin is an asset.

Reporting to sales leadership, the Sales Assistant manages key account relationships in the home textiles industry, coordinating costing and sampling, analyzing POS data, and identifying new business opportunities. Partnering with internal teams and external account contacts, this role shapes revenue growth through disciplined account management and results-driven follow-through.

Primary Duties

• Process orders, track orders, and ensure on-time delivery.
• Coordinate costing and sampling for key accounts.
• Manage and maintain relationships with key accounts.
• Set up appointments and create and facilitate meeting agendas.
• Maintain schedules and deadlines.
• Recap meetings for internal and external review.
• Analyze POS data from key accounts.
• Identify opportunities and new business.
• Manage individual accounts.

Skills & Qualifications

• Bachelor's degree is required.
• Three to five years of sales experience.
• Strong knowledge of the home textiles industry.
• Proficiency in Microsoft Office and Adobe Photoshop.
• Strong organizational skills with the ability to multitask.
• Energetic and motivated with a results-driven approach.

Sitting at the intersection of sales operations and administrative coordination, the Sales Assistant supports order fulfillment, internal training, trade show participation, and reporting for a busy sales department. Operating across teams and external clients, this role builds organizational efficiency through proactive communication, document preparation, and cross-functional support.

Duties

• Assist in coordinating orders to ensure completion of the process.
• Administer and arrange training courses for internal employees.
• Draft correspondence and proofread documents.
• Respond to customer requests quickly and professionally, providing superior service.
• Generate sales reports and prepare presentations.
• Prepare travel and meeting arrangements.
• Support and participate in trade shows and conventions.
• Support sales teams by providing administrative, technical, and clerical support.
• Assist the sales department in promoting products and services.

Requirements

• Bachelor's degree in business, communications, or a related field is recommended.
• Two or more years of sales assistance experience recommended.
• Comprehensive knowledge of order fulfillment and order entry.
• Proficiency in inside sales.
• Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
• Demonstrated project coordination skills.
• Ability to multitask efficiently and prioritize work.
• Demonstrated flexibility to adapt to changes in procedures.
• Strong interpersonal skills with the ability to work effectively with staff at all levels, external clients, and vendors.

A key member of the retail store team, the Sales Assistant supports store managers in achieving sales targets through customer service, product demonstrations, and visual merchandising. Collaborating across store operations, including deliveries, stock takes, and promotions, this role enables a consistently enjoyable and well-presented shopping environment.

Functions

• Support the store manager and assistant store manager in achieving retail store targets by driving sales.
• Deliver sales through friendly and efficient customer service.
• Ensure customers have a fun shopping experience.
• Demonstrate products to customers.
• Assist customers with queries using product knowledge.
• Assist with processing store deliveries, visual merchandising, stock takes, markdowns, and promotions.
• Perform ear-piercing services following full training.
• Ensure the store looks presentable and inviting to customers.

Experience & Qualifications

• Some high school education required.
• Basic computer skills and ability to operate a POS system.
• Excellent verbal and written communication and organizational skills.
• Sound understanding of mathematics and strong reading comprehension skills.
• Understanding of the importance of customer service.
• Ability to stand during scheduled shifts.
• Ability to maneuver up to 25 lbs regularly and up to 75 lbs occasionally.
• Ability to bend, stoop, reach, climb ladders, and use step stools while placing merchandise and assisting customers.

Sustained customer satisfaction and accurate stock management depend on the Sales Assistant, who delivers high-level service across face-to-face and telephone interactions while processing payments, managing deliveries, and ensuring health and safety compliance. Based within a zoned retail network, this role provides coverage across multiple store locations to meet fluctuating business requirements.

Accountabilities

• Provide a high level of customer service by identifying customer needs and assisting as required, both face to face and over the telephone.
• Take payments from customers and complete all sales documentation and authorization procedures accurately.
• Adhere to all policies and procedures relating to the security of monies and stock.
• Undertake stock-take duties as required to ensure accurate levels of product availability.
• Load, unload, and check all incoming and outgoing deliveries against delivery documentation to ensure accuracy.
• Provide cover at other stores within the zone as and when requested to meet business requirements.
• Ensure all health and safety standards are adhered to at all times in line with statutory legislation and policy.

Technical Qualifications

• Previous experience in a customer-facing environment with direct sales responsibilities.
• Good understanding of MICROS and IT systems.
• Excellent communication skills with a positive, customer-focused mentality.
• Flexibility in attitude toward both working hours and duties.
• Desirable: a full valid driving licence held for a period exceeding one year.

As the Sales Assistant, this role supports the Property Manager in managing the day-to-day activities of operating and maintaining affordable housing facilities, including rent collection, resident recertifications, and maintenance scheduling. The property management team relies on this work to ensure compliance with regulations, accurate resident recordkeeping, and harmonious community relations.

Activities

• Schedule maintenance repairs, generate and file completed work orders, and follow up as appropriate.
• Assist with resident move-in and move-out procedures and unit inspections.
• Maintain the wait list and process applications in conformance with compliance regulations and policy, and explain move-in procedures to applicants.
• Collect rent, account for monies collected, and perform daily bank deposits as needed.
• Answer the telephone and handle office interactions in a friendly, courteous, and sincere manner.
• Sort and distribute internal office mail.
• Prepare recertifications of residents by interviewing residents, obtaining appropriate documentation, and completing worksheets.
• Submit worksheets to the manager and property supervisor for approval.
• Compile and maintain accurate written records of residents, including emergency information and incident reports.
• Maintain resident files in a neat and orderly manner according to standard policies.
• Refer applicants to alternative housing if all available units are occupied or the wait list is closed.
• Ensure consistent application of project rules, regulations, and program requirements.
• Prepare project status reports and maintain a clean, well-organized office.
• Promote harmonious relations among residents, housing personnel, and the community, maintaining sensitivity to cultural background, economic status, and special needs.

Position Requirements

• High school diploma or GED required.
• Six months of clerical or office experience or equivalent training required.
• Prior experience in property management is a plus.
• Experience working with diverse groups, including staff, residents, and outside contacts.
• General understanding of preventive and ongoing apartment maintenance.
• Proficiency in word-processing and spreadsheet software, including Word, Excel, and Outlook.
• Ability to type accurately at a minimum of 40 words per minute.
• Computer literacy, with YARDI software knowledge a plus.
• Self-starter, flexible, detail-oriented, and well-organized.
• Ability to work independently and in a team environment.
• Exercises good judgment, consistency, and self-control in day-to-day contact with residents and in business-related matters.

Sales Assistant owns a broad range of administrative and operational support functions for a sales team, including job tracking, parts ordering, contract creation, and certificate of insurance processing under the supervision of the General Manager. The work directly supports the Sales and Operations Department in establishing and maintaining efficient office procedures, practices, and routines.

Operational Focus

• Assist in all aspects of tracking jobs, ordering parts, and scheduling.
• Submit deposit requests for temporary and permanent systems.
• Provide certificates of insurance to building owners and management staff.
• Create proposals, installation contracts, and central station contracts for senior leadership.
• Follow up on all contracts for the sales team.
• Assist inner-office personnel.
• Maintain top-level confidentiality and remain open to new ideas and approaches.
• Prioritize and plan work activities, use time efficiently, and develop realistic action plans.

Knowledge, Skills & Abilities

• Two-year associate degree or equivalent credits toward a four-year bachelor's degree required.
• Any background or education in marketing or communications is a plus.
• Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
• Ability to prioritize and manage multiple tasks concurrently under aggressive timelines.
• Strong interpersonal skills, both oral and written.
• Ability to identify and resolve problems promptly by gathering and analyzing information skillfully.
• Ability to edit work for spelling and grammar and interpret written information accurately.

The Sales Assistant produces administrative and sales support for the Chief Revenue Officer and Brand Curation team, managing scheduling, travel, and expense reporting while sourcing new opportunities through inbound and outbound outreach. Reporting to the Chief Revenue Officer in a New York-based role, this position advances brand relationship development across established and emerging brands, investors, and distributors.

Key Deliverables

• Provide administrative support to the Chief Revenue Officer, including day-to-day business coordination, meeting scheduling, travel booking, and expense report management.
• Support the chief revenue officer on sales calls by providing brand overviews, capturing call notes, preparing sales materials, developing client proposals, and maintaining the agency and client contact database.
• Source new sales opportunities through inbound lead follow-up and outbound cold calls and emails.
• Act as a liaison between clients and internal departments to ensure excellent customer fulfillment and retention.
• Route qualified opportunities to the appropriate sales executives for further development and closure.
• Register and manage the sales team's agenda for major conferences.
• Book client outings for the brand partnerships team, including dinners and social events.
• Assist brand partners and executives with client meeting needs, including gifts and sales and trade materials.
• Assist with special projects and events as needed.

Professional Experience

• Bachelor's degree in business or equivalent practical experience required.
• One to three years of experience in sales and/or marketing at a trade show, conference, or media company.
• Proficiency in internal sales tools and resources, including Salesforce, Apollo, and Google Drive.
• Excellent verbal and written communication skills.
• Strong listening and presentation skills.
• Awareness of next-generation trends in the consumer product space.
• Detail-oriented with an ownership mentality.
• Ability to multitask, prioritize, and manage time effectively.
• Proactive, hard-working, and resourceful with a self-motivated approach.

Embedded within a sales organization, the Sales Assistant develops efficient coordination of customer shipments, order follow-up, and promotional allowance resolution while acting as a liaison between the sales function and departments, including production and purchasing. Working closely with account managers and internal teams, this role advances customer satisfaction through disciplined data entry, claims processing, and quarterly sales meeting preparation.

Areas of Ownership

• Coordinate all customer shipments with sales, production, and purchasing teams for incoming orders, and comply with shipping and receiving guidelines.
• Ensure all shipments are processed expeditiously, including claims processing, delivery scheduling, and confirmation of receipt.
• Verify shipping quotes for full truckload and less-than-full truckload shipments.
• Follow up on all orders, billing issues, and other inquiries.
• Understand and explain promotional offers, and resolve promotional allowance, mail-in rebate, credit memo, and pricing discrepancies by researching promotion details.
• Maintain the database and perform data entry when orders are completed or changed.
• Forward samples by entering requests, arranging shipments, and notifying customers.
• Complete quarterly sales meeting data, templates, and presentations.
• Coordinate new programming with the information technology team, including EDI.

Background & Experience

• Associate degree preferred.
• Two to three years of previous experience in shipping, receiving, and sales support.
• One to two years of previous experience in customer service.
• Intermediate knowledge of Microsoft Excel and general Microsoft Office proficiency.
• Ability to converse in detail regarding customer accounts and assist with customer inquiries in the account manager's absence.
• Strong data entry, reporting, and administrative writing skills.
• Customer-focused with strong attention to detail and professionalism.
• Ability to work in a fast-paced environment as a self-starter and team player.

Reporting to the sales team at Les Olson Company, the Sales Assistant refines cold calling skills and consultative selling techniques while initiating conversations with current and potential customers, managing marketing materials, and handling daily administrative tasks. Partnering with clients and internal stakeholders across multiple concurrent projects, this role advances customer satisfaction and revenue pipeline growth through consistent outreach and follow-up.

Role Responsibilities

• Initiate conversations with current and potential customers to explain product benefits and make sales.
• Provide timely creation and distribution of marketing and sales reports as requested.
• Provide customer service and support to the sales team.
• Create and distribute dealer information and marketing materials via email.
• Manage multiple projects and clients simultaneously, tracking all deliverables and deadlines and ensuring daily communication and follow-up across accounts.
• Perform day-to-day general administrative tasks.

Minimum Qualifications

• Entry-level position; training provided for the right candidate.
• Associate or bachelor's degree preferred.
• Proficiency in Microsoft Excel and Outlook.
• Strong organizational skills with the ability to multitask and work under deadlines.
• Excellent written and verbal communication skills.
• Professional demeanor with a strong record of job stability.
• Ability to manage multiple projects in a fast-paced office environment with a high level of attention to detail.

Sitting at the intersection of business development and sales reporting, the Sales Assistant supports a sales manager in researching pre-qualified organizations, developing new client relationships through cold calling and networking, and preparing data-driven reports and documentation. Operating across client-facing and analytical responsibilities, this role advances established sales goals through disciplined prospecting, quota attainment, and cross-functional collaboration.

Job Functions

• Support the sales manager with administrative tasks.
• Research pre-qualified organizations to identify and confirm the correct individual to contact.
• Screen clients by gathering information for use in reports.
• Analyze data, create reports, and prepare documentation, charts, and other tools to effectively convey report findings.
• Develop new client relationships through cold calling, networking, and referrals.
• Achieve established sales goals by meeting deadlines and quotas.
• Work a minimum of 15 hours per week on site.
• Work collaboratively with others as a team player.

Education & Experience

• Bachelor's degree preferred.
• Prior sales experience in accounting, tax, or consulting industries is a plus.
• Proficiency in Salesforce.
• Intermediate proficiency in Microsoft Office Suite, including Word, PowerPoint, and Excel.
• Superior communication and interpersonal skills.
• Ambitious, detail-oriented, and willing to learn.
• Ability to prioritize and meet deadlines in a corporate environment.

A key member of the sales administrative team, the Sales Assistant maintains monthly sales data, prepares client contracts and correspondence, and coordinates sales events and internal communications. Collaborating across accounts payable, accounts receivable, and sales management functions, this role advances organizational sales effectiveness through accurate recordkeeping, competitor tracking, and executive presentation support.

What You'll Do

• Maintain monthly sales data.
• Prepare correspondence, customer contracts, sales agreements, sales policies, memos, and other documents as appropriate.
• Coordinate and plan sales and customer events.
• Prepare summaries and follow up on the status of key sales projects.
• Prepare monthly team meeting presentations and draft minutes for the sales manager.
• Maintain archives of sales documents.
• Generate internal communications and newsletters on key competitors and industry events.
• Enter accounts payable invoices and prepare accounts receivable deposits.
• Perform general administrative and receptionist duties as necessary.

Qualifications & Experience

• Three or more years of experience in a sales assistant role required.
• Two or more years of experience managing a CRM and working with a sales team required.
• Proficiency in Salesforce or an equivalent CRM platform.
• Strong computer and Microsoft Office skills.
• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to multitask.

Consistent growth in digital marketing revenue depends on the Sales Assistant, who supports the head of business development in prospecting new clients, building a strategic revenue plan, and developing deep knowledge of services including paid search, social advertising, SEO, and web development. Serving as a key contact between clients and internal teams, this role advances pipeline development for a business development function focused on digital marketing services.

Day-to-Day Responsibilities

• Provide direct support to the head of business development.
• Assist the sales team in setting appointments and preparing for sales calls.
• Assist with prospecting new digital marketing clients.
• Acquire extensive knowledge of digital marketing services and capabilities, including paid search, social advertising, programmatic advertising, SEO, and web development.
• Work with the head of business development to build a strategic business plan for growing revenue.

Skills & Qualifications

• Zero to one year of experience in digital marketing services or sales.
• Experience in CRM tools to manage customer contacts.
• Good understanding of digital marketing with a willingness to keep up with the latest services.
• New business development and marketing experience.
• Customer-experience-focused and action-oriented with strong problem-solving skills.
• Excellent verbal, written, and presentation skills.
• Fast learner and self-motivated with the ability to multitask and manage multiple tasks effectively.