Sales

• Reach out to clients who have submitted information to confirm details and answer basic questions.
• Provide professional support by phone, email, or voice follow-ups.
• Schedule meetings between clients and sales representatives.
• Confirm availability for inspections, calls, or next steps.
• Ensure smooth handoffs between Sales Associates and Acquisition team members.
• Assist with client onboarding by setting clear expectations for next steps.
• Update and maintain accurate client information in the CRM system.
• Track all interactions, appointments, and follow-ups in real time.
• Provide ongoing assistance to the sales team with ad hoc tasks.
• Ensure all contracts and documents are processed accurately (e.g., DocuSign).
• Conduct friendly, professional follow-ups with clients to ensure engagement.
• Support existing clients as needed to maintain positive relationships.

Sales Assistant

Retail Sales Associate

Sales Executive – Market Expansion

Regional Sales Manager

Relationship Manager

Account Manager