Job Description

• Manage and maintain accurate, up-to-date records in the CRM system (e.g., Salesforce, HubSpot) to support sales forecasting and reporting.

• Prepare and distribute sales collateral, proposals, quotes, and presentations tailored to client needs and sales stages.

• Coordinate with cross-functional teams (marketing, finance, product) to ensure timely delivery of sales assets and pricing information.

• Monitor and analyze sales pipeline data to identify trends, bottlenecks, and opportunities for improvement.

• Provide real-time support during sales calls, demos, and client meetings by preparing materials and managing presentation logistics.

• Automate and streamline repetitive administrative tasks using tools like Excel macros, Zapier, or workflow automation platforms.

• Conduct regular training sessions for sales teams on CRM usage, new tools, and sales process updates.

• Support the sales leadership team with KPI tracking, performance dashboards, and weekly/monthly reporting.

• Collaborate on lead qualification processes and ensure proper lead routing and follow-up tracking.

• Act as a central point of contact for sales operations, ensuring consistency and compliance across all sales activities.

Requirements

• Bachelor's degree in Business Administration, Marketing, Sales, or a related field.

• 2-5 years of experience in sales support, operations, or business operations within a B2B sales environment.

• Proficiency in CRM platforms (Salesforce, HubSpot, or similar) with a strong understanding of data integrity and reporting.

• Advanced skills in Microsoft Excel (PivotTables, VLOOKUP, macros) and Google Workspace.

• Experience with sales enablement tools (e.g., DocuSign, Outreach, Gong, Showpad) is highly desirable.

• Excellent organizational, time management, and multitasking abilities in a fast-paced environment.

• Strong written and verbal communication skills with the ability to translate complex data into actionable insights.

• Proactive problem-solver with a detail-oriented mindset and high level of accuracy.

• Ability to work independently and collaboratively across departments

Skills Required