Sales

Sales Operations Assistant

Looking to hire your next Sales Operations Assistant? Here’s a full job description template to use as a guide.

About Vintti

Vintti is a cutting-edge staffing agency revolutionizing the way US companies build their teams. Leveraging advanced technology and embracing the power of remote work, we connect SMBs, startups, and firms across the United States with top-tier talent from Latin America. Our platform seamlessly integrates professionals into US business ecosystems, regardless of physical borders. Vintti operates on the principle of a borderless future of work, where skills and expertise trump geographical constraints.

Description

A Sales Operations Assistant plays a crucial role in supporting the sales team by handling essential administrative and operational tasks to ensure smooth sales processes. This role involves managing the sales database, coordinating with various departments, preparing sales reports, and assisting in the planning and execution of sales strategies. The Sales Operations Assistant also helps streamline communication between the sales team and other units within the company, monitors sales performance metrics, and contributes to process improvement initiatives to optimize sales efficiency and productivity.

Requirements

- Proven experience as a Sales Operations Assistant or in a similar administrative role.
- Strong organizational and time-management skills with the ability to multitask.
- Excellent communication and interpersonal skills.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Experience with CRM software (e.g., Salesforce) and ERP systems.
- Ability to generate and analyze sales reports.
- Detail-oriented and accurate in maintaining customer databases.
- Understanding of sales performance metrics and dashboards.
- Ability to handle customer inquiries and resolve issues promptly.
- Knowledge of market research techniques.
- Experience in preparing sales documents, proposals, and presentations.
- Familiarity with inventory management principles.
- Capability to assist with promotional campaigns and track their effectiveness.
- Strong administrative skills, particularly in managing contracts and filing systems.
- Ability to coordinate logistics for meetings, travel, and sales events.
- Financial acumen for invoicing and managing unpaid accounts.
- Ability to onboard and train new staff on sales systems and processes.
- Experience in supporting and collaborating with sales and marketing teams.
- Flexibility to adapt to changing priorities and work effectively under pressure.
- High school diploma; additional qualification in Business Administration or a related field is a plus.

Responsabilities

- Support the sales team in managing schedules and appointments.
- Create and update sales documents, proposals, and presentations.
- Assist with customer communications, addressing inquiries and issues.
- Maintain, update, and manage customer databases with accurate information.
- Process sales orders, ensuring proper documentation and timely delivery.
- Generate and analyze sales reports to track performance and identify trends.
- Coordinate sales meetings, travel arrangements, and appointments.
- Monitor and manage inventory levels for sales activities.
- Assist with preparation and execution of promotional campaigns.
- Provide administrative support for contract management and filing.
- Conduct market research to identify potential clients and growth opportunities.
- Assist in onboarding and training new sales staff on systems and processes.
- Capture and distribute key points and minutes from team meetings.
- Coordinate logistics for trade shows, exhibitions, and other sales events.
- Maintain an organized digital filing system for sales documents and correspondence.
- Support invoicing and follow-up on unpaid accounts for timely payment.
- Develop and maintain sales materials and resources.
- Update and manage sales team performance metrics and dashboards.
- Prepare and distribute routine sales performance summaries to management.
- Collaborate with other departments to ensure smooth sales operations and processes.

Ideal Candidate

The ideal candidate for the Sales Operations Assistant role is a highly organized professional with a proven track record in similar administrative positions within sales environments. They possess exceptional time-management and multitasking abilities, coupled with meticulous attention to detail. With excellent communication and interpersonal skills, they handle customer inquiries with ease and collaborate effectively across departments. Proficient in the Microsoft Office Suite and skilled in CRM software, they are adept at managing customer databases and generating insightful sales reports. Their analytical mindset allows them to interpret performance metrics and support data-driven decision-making. They’re proactive problem-solvers, capable of resolving issues promptly and efficiently. This candidate is customer-focused, with a commitment to providing superior service and ensuring smooth operational processes. They have experience coordinating logistics for meetings and events, managing inventory, and creating impactful sales documents and presentations. Financially literate, they manage invoicing and track unpaid accounts diligently. Their tech-savviness and resourcefulness make them quick learners, capable of onboarding and training new staff effectively. Adaptable to changing priorities, they maintain a positive attitude and strong work ethic, upholding discretion with confidential information. Ultimately, this candidate is enthusiastic about supporting the sales team’s efforts and contributing to the achievement of organizational goals.

On a typical day, you will...

- Support the sales team by managing schedules, creating sales documents and proposals, and assisting with customer communications.
- Maintain and update customer databases with accurate and current information.
- Process sales orders and ensure proper documentation and timely delivery.
- Generate and analyze sales reports to track performance and identify trends.
- Assist with the preparation of sales presentations and materials.
- Handle inquiries and requests from customers and the sales team, resolving issues promptly.
- Coordinate sales meetings, appointments, and travel arrangements for the sales team.
- Monitor and manage inventory levels, ensuring stock availability for sales activities.
- Collaborate with the marketing team to execute promotional campaigns and track effectiveness.
- Provide administrative support for contract management, ensuring all sales contracts are filed and updated.
- Conduct market research to identify potential clients and opportunities for growth.
- Assist in onboarding new sales staff, providing training on sales systems and processes.
- Participate in team meetings, capturing key points and distributing minutes.
- Coordinate logistics for trade shows, exhibitions, and other sales events.
- Maintain an organized digital filing system for sales documents and correspondence.
- Support with invoicing and follow-up on unpaid accounts to ensure timely payment.
- Assist in the development and maintenance of sales materials and resources.
- Update and manage sales team performance metrics and dashboards.
- Prepare and distribute routine sales performance summaries to management.
- Collaborate with other departments to facilitate smooth sales operations and processes.

What we are looking for

- Highly organized with exceptional attention to detail
- Strong time-management and multitasking abilities
- Effective communicator with excellent interpersonal skills
- Proactive problem-solver and resourceful thinker
- Tech-savvy with proficiency in Microsoft Office Suite
- Skilled in CRM software and data management
- Analytical mindset with the ability to generate and interpret reports
- Customer-focused with a commitment to providing excellent service
- Team player who collaborates well with various departments
- Adaptable and flexible to changing priorities and work demands
- Self-motivated with a positive attitude and strong work ethic
- Capable of handling confidential information with discretion
- Efficient in managing inventory and tracking stock levels
- Knowledgeable in sales and marketing principles
- Strong administrative skills for contract and document management
- Detail-oriented in maintaining accurate and up-to-date records
- Financially literate with an understanding of invoicing processes
- Quick learner with the ability to train new staff effectively
- Experience in coordinating logistics for meetings and events
- Enthusiastic about supporting sales team efforts and achieving goals

What you can expect (benefits)

- Competitive salary range
- Health, dental, and vision insurance
- Paid time off (vacation, sick leave, and holidays)
- Retirement savings plan with company match
- Professional development and training opportunities
- Career advancement opportunities
- Flexible work schedule options
- Work-from-home policy (if available)
- Employee wellness programs
- Company-sponsored social events and activities
- Employee assistance program (EAP)
- Tuition reimbursement for continued education
- Commuter benefits and transportation subsidies
- Discounts on company products or services
- Performance-based bonuses and incentives
- Access to company fitness facilities or gym membership reimbursement
- Paid parental leave
- Recognition and reward programs
- Collaborative and supportive work environment

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