Sales Executive Assistant
Indexed description
Key Responsibilities
Sales & Administrative Support
- Manage calendars, coordinate meetings, and support travel for sales leadership
- Assist in preparing sales reports, presentations, proposals, and client-facing materials
- Track sales activities, pipelines, and key performance metrics
- Support CRM management (e.g., lead tracking, data accuracy, reporting)
- Serve as a central point of contact between sales, estimating, operations, and leadership
- Coordinate incoming leads and distribute to appropriate sales team members
- Track new business wins, client onboarding, and first-job bookings
- Assist in managing pricing initiatives and moving estimates from operations to sales
- Maintain and update sales tracking documents and dashboards
- Help organize sales meetings, regional calls, and team initiatives
- Draft internal and external communications on behalf of sales leadership
- Ensure follow-ups on key sales initiatives, bids, and client opportunities
- Support onboarding of new clients and integration of new offices/acquisitions
- Assist with contests, incentives, and sales engagement programs
- Maintain organizational charts, territory assignments, and client lists
- 3+ years experience in an Executive Assistant, Sales Coordinator, or similar role
- Strong organizational and multitasking skills with high attention to detail
- Experience supporting a sales team or working in a sales-driven environment preferred
- Proficiency in Microsoft Office (Excel, PowerPoint, Outlook) and CRM systems
- Excellent communication skills (written and verbal)
- Ability to work independently and manage multiple priorities in a fast-paced environment
- Primarily office-based with occasional interaction with field teams
- May require coordination across multiple regions Canada/United States
- Fast-paced, high-growth environment supporting a large, distributed sales team
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