Sales Operations Assistant

Role Overview

The Sales Operations Assistant performs multiple tasks, collections, and supports sales staff with quote requests, booked jobs, and pending and ongoing projects. Primary responsibility is to support the efficient operation of the sales department while also providing the accounting department with support.

What You Will Do

Assist or complete estimates, perform collection duties, generate daily paperwork, communicate with customers, coordinate work order requirements, administer the job packet process, create and maintain documents and spreadsheets, and track sales projections within CRM system.

Why It Might Be a Fit

The ideal candidate will have an Associate’s degree or 2 years’ experience in sales operations, proficiency in Microsoft Office Suite, and experience with CRM systems. The candidate should be a self-starter with excellent written and oral communication skills, organizational skills, and the ability to maintain discretion and confidentiality.

Requirements

• Associate’s degree or 2 years’ experience in sales operations capacity
• Proficiency in Microsoft Office Suite
• Experience with CRM systems
• Self-starter with excellent written and oral communication skills
• Excellent organizational skills
• Ability to maintain discretion and confidentiality

Benefits

• Paid time off
• Health insurance
• Retirement plan
• Learning budget
• Parental leave
• Wellness program
• Visa/relocation assistance
• Remote flexibility
• Bonus/commission
• Paid holidays