Enter, update, and maintain accurate lead, contact, and opportunity records in Salesforce, HubSpot, Zoho, or Pipedrive.
Monitor CRM data quality, correcting duplicates, missing fields, or outdated records.
Schedule calls, demos, and follow-ups across time zones using Outlook, Google Calendar, or scheduling tools like Calendly.
Coordinate internal prep meetings and ensure sales reps have the right materials before calls.
Draft, format, and proofread sales proposals, quotes, and presentations.
Assist with RFP/RFI responses, ensuring templates are current and brand-compliant.
Use tools like Google Slides, PowerPoint, and Canva for visual deliverables.
Generate weekly and monthly reports from CRM: pipeline activity, conversion rates, and sales KPIs.
Maintain dashboards that give sales leadership visibility into performance.
Draft and send follow-up emails after meetings, thank-you notes, and reminders to prospects.
Assist with inbound lead response by sending introductory emails and routing qualified leads to the appropriate rep.
Liaise with marketing for campaign leads, finance for contract approvals, and operations for order processing.
Track deliverables between departments to ensure a smooth customer journey.
Requirements
1–2 years administrative, operations, or sales support experience.
Familiarity with at least one CRM (Salesforce, HubSpot, Zoho, Pipedrive).
Proficiency with Microsoft Office/Google Workspace.
Strong written communication and scheduling skills.
Experience creating proposals, decks, or sales collateral.
Familiarity with lead generation workflows or SDR/BDR support.
Industry exposure in B2B SaaS, professional services, or marketing agencies.
Basic data analysis skills for sales reports (Excel pivot tables, Google Data Studio).
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
CRM data managementdata quality monitoringsales proposal draftingRFP/RFI response assistancereport generationdata analysislead generation workflowssales collateral creationExcel pivot tablesGoogle Data Studio
Soft skills
strong written communicationscheduling skillsorganizational skillsinterpersonal skillsattention to detailcollaborationtime managementcustomer serviceproblem-solvingadaptability