General Summary: The Sales & Marketing Assistant plays a key role in operational tasks that directly support the success of the Sales & Marketing departments. Works closely with internal departments to manage sales leads, coordinate company travel, prepare presentation materials, process reports and maintain the integrity of the company CRM system. Supports the executive management team’s day-to-day administration activities and supports the marketing team with event coordination and marketing materials.
Essential Job Functions: (What You Will Do)
Administrative Roles
Assist with customer account maintenance & updating
Process and analyze daily sales reports
Assist the Executive Management team with day-to-day operational tasks
Assists with coordination of customer lunch & learns for the Sales team
Book corporate travel arrangements for associates
Develop and Gather customer survey responses
Assist with the processing of corporate credit cards
Sales Support
Supports sales staff with lead generation/qualification. Tracks leads by following up and closing with vendors. Identifies lead opportunities through vendors, campaigns and bid boards.
Develops sales presentations by assembling proposals, videos, slide shows, demonstration/product capability literature, and compiling account/competitor analysis
Assists with the tracking and logging of customer agreements