Sales Assistant
2 days ago
Irvine
Job Description Position Overview The Sales Assistant provides high-level administrative and operational support to the Sales Managers and the broader sales team. This role is ideal for a detail-oriented, proactive professional who thrives in a fast-paced environment and can manage a wide range of responsibilities. The Sales Traffic Assistant plays a key role in streamlining communication, keeping initiatives on track, and ensuring the sales organization runs smoothly. Acting as a central point of coordination, this position supports the Sales Manager, sales staff, internal departments, and external stakeholders. Key Responsibilities Executive Support • Manage and maintain the Sales Managers calendars and appointments., • Prepare presentations, reports, and supporting documentation for meetings., • Track activities, pipelines, and follow-up tasks for sales representatives., • Generate regular reports on sales progress, opportunities, and performance trends., • Monitor deadlines for quotes, proposals, and client communications to ensure timely completion., • Monitor key sales and operations reports (e.g., Quote Aging, Jobs on Hold, Past Due Dispatch) to flag delays, missed opportunities, or pipeline bottlenecks., • Coordinate with sales team members to ensure timely follow-up on open quotes, expired proposals, and pending customer actions., • Assist with preparation and tracking of forecasts, KPIs, and pipeline reports., • Maintain and update CRM records with accuracy and consistency., • Facilitate cross-departmental collaboration to ensure smooth handoffs between sales, operations, production, purchasing, installation department and finance., • Organize pre-planning meetings, prepare agendas, and distribute updates., • Monitor new project reports to ensure all required documentation is collected and projects are set up accurately., • Schedule, organize, and support internal meetings, training sessions, and sales events., • Monitor and follow up on action items and deadlines from team meetings., • Serve as a direct point of contact between sales staff, supporting departments (estimating, production, project management), and the Sales Managers., • Review and follow up on dispatch and shipping logs (e.g., Past Due Dispatch) to resolve shipment or timeline delays., • Send periodic reminders to review upcoming shipping and production deadlines to support staffing and financial planning., • Assist with client communications, proposal creation, and follow-up., • Oversee the flow of quotes through to order entry, ensuring accuracy and completeness., • Communicate with sales staff to confirm customer approvals, required documentation, and order handoff to operations., • Escalate potential delays or issues in order processing proactively., • Conduct periodic audits for signed quotes and customer POs to ensure alignment with quoted terms and SOP compliance; escalate discrepancies as needed., • Support logistics for client visits, meetings, and presentations., • Handle client information with professionalism, discretion, and confidentiality. Qualifications Education & Experience • Bachelor’s degree in Business, Sales, Marketing, or related field preferred., • Strong organizational and multitasking ability with sharp attention to detail., • Excellent written and verbal communication skills., • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with CRM platforms (Salesforce or equivalent)., • Self-starter with the ability to work independently and anticipate needs., • Competitive salary and comprehensive benefits package., • Opportunities for career growth within the sales and business development team., • Exposure to high-level strategy and operations in a dynamic, fast-paced sales environment.