Sales Assistant

The Sales Assistant is a high-impact role responsible for improving the efficiency, organization, communication, and execution of the sales process from initial intake through project close-out. This position creates additional capacity for the sales team to focus on Revenue Producing Activities (RPAs), while improving quote turnaround, pipeline visibility, customer communication, and internal coordination.

This is an organized, detail-driven, team-focused role for a professional who can manage large quantities of information, keep priorities moving, communicate clearly, and help the sales team convert opportunities into well-managed projects.

Core Values (Who we are)

· Team Oriented - See a need and fill it

· Do Whatever It Takes - For each other and our clients

· Be Accountable - To one another and our clients

· Caring & Respectful - About each other, our business, our success, and our clients

· Have Fun Doing It - We should enjoy the work we do and have fun doing it

Organizational Impact (Why this role matters)

· Improve project-management efficiency from customer/project intake through close-out.

· Create additional capacity for salespeople to focus on Revenue Producing Activities (RPAs).

· Allow the Sales Leader to spend more time coaching, developing, and creating accountability within the sales team.

· Increase sales-team capacity and pipeline activity, contributing to overall revenue growth.

· Improve the customer experience by reducing friction, delays, and communication gaps during the quoting process.

· Create greater consistency and accountability through accurate CRM data, pipeline management, measurables, and follow-up.

Key Responsibilities (What you own in the process)

1. Pipeline, CRM & Measurable Management

· Manage and maintain the sales pipeline, including leads, opportunities, quotes, follow-up activity, and status changes.

· Maintain accurate and timely CRM information, customer records, project notes, activities, and next steps.

· Track, maintain, and report sales-team measurables and scorecard information.

· Monitor quote turnaround, quote dollars, pipeline value, close rates, and other agreed sales KPIs.

· Prepare information for weekly Sales Project 1-on-1 meetings and help ensure action items are completed.

2. Sales & Customer Support

· Provide inside-sales support, including inbound inquiries, follow-up, lead qualification, and customer communication.

· Assist salespeople with preparing presentations, proposals, quotations, and supporting documentation.

· Provide estimating assistance by gathering specifications, quantities, site information, vendor pricing, and other inputs needed to develop accurate quotes.

· Communicate professionally with customers by phone, email, and in person and help keep customers informed throughout the quoting process.

· Assist with sales projects and special assignments as needed.

3. Project, Survey & Vendor Coordination

· Support project intake and help ensure complete and accurate information is collected before handoff.

· Manage survey requests, scheduling, documentation, photos, measurements, and communication of survey information.

· Assist with ordering and Requests for Quote (RFQs) from vendors, including pricing, lead times, product information, and availability.

· Coordinate project-specific purchasing and receiving information with sales, purchasing, and operations when needed.

· Collaborate with design, production, fabrication, installation, and other departments to improve handoffs and project flow.

4. Sales Resources & Administration

· Manage product and material samples, including organization, availability, replenishment, and distribution.

· Manage sales iPads and related sales technology, applications, accessories, and assigned equipment.

· Support scheduling, reporting, documentation, meetings, and other administrative needs of the sales team.

· Organize large amounts of sales and project information and condense it into clear priorities, action items, and communications.

5. Strategy, Accountability & Team Development

· Assist the Sales Leader in developing sales strategies, campaigns, target-account initiatives, and outreach plans.

· Support sales-team goal setting, progress tracking, follow-up, and accountability.

· Assist with onboarding and training new sales hires on systems, processes, CRM expectations, tools, and sales support resources.

· Participate in networking, community, industry, and customer-development activities as appropriate.

· Identify opportunities to improve sales processes, reduce administrative friction, and increase selling capacity.

Required Skills & Competencies (What you need to be successful in this role)

· Exceptional attention to detail and follow-through.

· Excellent verbal and written communication skills.

· Ability to manage large quantities of data and condense it into the key information that needs to be communicated.

· Strong organization, prioritization, and time-management skills.

· Professionalism and sound judgment when interacting with customers, vendors, and coworkers.

· Ability to manage multiple priorities in a fast-paced, deadline-driven environment.

· Team-oriented mindset with the ability to work independently and take ownership of responsibilities.

Qualifications (What you bring to the team)

· High school diploma required; additional business administration, sales, marketing, or related training is helpful.

· Prior experience in sales support, customer service, administrative coordination, project coordination, or a similar role is preferred.

· Experience in commercial signage, manufacturing, construction, or a project-based business is beneficial but not required.

· Experience managing detailed information and communicating with customers.

· Working knowledge of Microsoft Office applications and strong general computer literacy; CRM experience is preferred.

Measurable Outcomes (What positive impact looks like)

· Improved turnaround time for customer quotes.

· Improved internal communication and more consistent sales-to-operations handoffs.

· Increased sales output and pipeline activity, measured in sales quote dollars and other agreed pipeline KPIs.

· Improved customer satisfaction through reduced friction and faster, clearer communication during the quote process.

· Improved CRM accuracy, pipeline visibility, measurable reporting, and follow-up discipline.

· Reduced non-RPA workload and stress for the Sales Leader and sales team through effective delegation and support.

· Increased time available for the Sales Leader to coach, develop, and hold the sales team accountable.

Measurable Outcomes (What positive impact looks like)

· Improved turnaround time for customer quotes.

· Improved internal communication and more consistent sales-to-operations handoffs.

· Increased sales output and pipeline activity, measured in sales quote dollars and other agreed pipeline KPIs.

· Improved customer satisfaction through reduced friction and faster, clearer communication during the quote process.

· Improved CRM accuracy, pipeline visibility, measurable reporting, and follow-up discipline.

· Reduced non-RPA workload and stress for the Sales Leader and sales team through effective delegation and support.

· Increased time available for the Sales Leader to coach, develop, and hold the sales team accountable.

Pay: $20.00 - $22.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $20 - $22