Sales Assistant

Job Title
Sales Assistant

Position Description
We're looking for a detail-oriented and proactive sales assistant to support our inside sales team. In this role, you'll be the operational backbone of the sales process — ensuring new accounts are set up correctly, quotes get out the door quickly, orders move smoothly from placement to delivery, and the team has clean data to make smart decisions. This is an entry-level position with potential to transition into multiple different roles within department in the future.

Roles Responsibilities

• Customer Account Set-up

a. Create and configure new customer accounts in Salesforce

b. Collect and verify required documentation (credit apps, tax forms)

c. Coordinate with credit and billing to establish payment terms

d. Maintain accurate account records and contact information

• Data Analysis

a. Pull and distribute weekly/monthly sales reports from Salesforce and ERP

b. Identify trends in quote-to-order conversion rates

c. Support reps with territory and account performance summaries

d. Flag data quality issues and help maintain Salesforce hygiene

• Order Follow-up

a. Monitor open orders from placement through shipment and delivery

b. Proactively communicate delays or backorders to customers and reps

c. Coordinate with operations and logistics on expedite requests

d. Resolve invoice discrepancies and post-order issues

• Quote Generation

a. Prepare accurate, timely quotes based on pricing guidelines and reps' requests

b. Apply correct discount tiers, freight terms, and lead times

c. Track quote expiration dates and follow up on open quotes

d. Update quotes as specifications or pricing changes

• Digital Platform Onboarding

a. Onboard new/existing customers onto company/organisation’s e-commerce platform

b. Train customers on platform tools and functionality

c. Advocate use of platform within customer interactions

Skills

• Excellent written and verbal communication
• High attention to detail under deadline pressure
• Team-player mindset with a customer-first attitude
• Ability to manage multiple priorities in a fast-paced environment
• Strong Microsoft Excel skills
• Prior experience in a sales support or customer service role (Preferred)
• Salesforce experience (Preferred)
• Familiarity with ERP systems (SAP, NetSuite, or similar) (Preferred)
• Experience in a B2B or wholesale sales environment (Preferred)

Education

• Associate's or bachelor's degree in business or related field (Preferred)